NEWS&EVENTS

14.10.2015

A 360 Degree Tablet Based Mobile App to Corporate Customer Management in Financial Institutions

A 360 Degree Tablet Based Mobile App to Corporate Customer Management in Financial Institutions

Veripark's Corporate RM (Corporate Customer Relations Manager) aims to increase the sales efficiency of corporate customer representatives by providing an innovative, efficient and mobile platform that implements Windows 10's state of the art features.

Corporate RM allows corporate customer representatives to be able to monitor their clients' activities in a 360 fashion via a portfolio management panel over a single platform. Corporate RM also provides financial data of clients from a single screen via mobile Corporate RM (Mobile Corporate Relationship Manager) application during on-site visits. Additionally, new possible sales opportunities can be displayed from the MIS system and alert the customer relations manager at on site visits. Mobile on site sales opportunity alerts help corporate customer representative to create the best offer for the client and shorten the sales cycle. Documents can be filled in with a single touch and the sales process as well as the agreement can be finalized at the customer location with the privilege of a paperless transaction.

Veripark's Corporate RM, a new business application for Windows platform, aims to increase the performance and sales efficiency of corporate customer representatives as well as corporate customer satisfaction in financial institutions.

Product Features

Customer Representative Control Panel

  • My Duties

  • My Appoinments
  • Alerts & Notes
  • Top 10 Customer Graphics and Data Graphics
  • Representative's Expectations
  • Representative's Agreements
  • Representative's Portfolio
  • Representative's Search Reports
  • Creating New Service Requests
  • Creating New Agreements
  • Creating New Expectation
  • 360 Customer View
  • Location based Appointment Follow-ups and Meeting Notes

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