Spend Less Time Toggling and More Time Servicing Business Clients
Our Comprehensive Customer View provides business bankers with a 360° view of their contacts, in an easy-to-view and navigable format. It gives them the ability to make recommendations in a fraction of the time, without any toggling or data collating.
By consolidating information across all company-wide sources, it allows business bankers to create a single point of truth that is shared across all lines of business. Key data points include profile information, demographic information, activities, and related account information.
Key Features to Drive Results
- Relationship Hierarchy: This feature can aggregate and roll up product and interaction information along complex relationships. Business bankers can drill to detailed information on each client, including services, coverage team, related parties, and documents. In addition, this functionality also allows business bankers to map out a global organization which can be used to drive cross sell opportunities.
- Interaction Journal: Our Interaction Journal logs all business client interactions, including meetings, communications, events, etc.
- Notes Capability: Enables business bankers to capture and view notes about the contact.
- In-Context Messaging: Allows business bankers to exchange secure messages about the contact.
- Custom Fields & Categories: Enables business bankers to collect extended profile information.
The Value that Our Comprehensive Customer View Can Provide You
- Drive opportunities to increase revenue
- Support business growth by driving client loyalty
- Enhance face-to-face client experiences by minimizing wait times for business clients and provide business bankers with insightful information
- Help attract and retain high-performing bankers
And that’s just the beginning!