ALL YOUR CUSTOMER DATA IN ONE VIEW
All customer data in one place
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.
Alerts & notifications
Track and stay on top of mandatory customer actions such as expired KYC data or out-of-date documents.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.
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
integrated data sources
customer time on hold
6 FOCUS AREAS FOR BRANCH SIMPLIFICATION
Elevate the advisory role of your employees