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CUSTOMER 360°
ALL YOUR CUSTOMER DATA IN ONE VIEW

WHAT IS
CUSTOMER 360°?

Siloed, out-of-date data is the biggest factor preventing your relationship managers to succeed. 

Save time, get valuable insights, get next-best-action recommendations and strengthen your relationship with your customer portfolio.

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All customer data in one place

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No matter if your customer data is spread around multiple legacy applications, with our solution you get it all in a single app, updated in real-time. So you’re in the know at all times.

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 Alerts & notifications

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Track and stay on top of mandatory customer actions such as expired KYC data or out-of-date documents. Receive email or push alerts when it’s time to engage with that customer.

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Next-best-action recommendations

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See all transactions data, account status and products configured. Receive recommendations of the next best action or product that customer is likely to buy.

ELIMINATE THE WAIT
SELL MORE 

 

78

employee NPS

0.2

seconds response time

+20

integrated data sources

0

customer time on hold

6 FOCUS AREAS FOR BRANCH SIMPLIFICATION

Elevate the advisory role of your employees

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