Customer Management

Gain deep insights into your customer base.

Customer relations diagram

Relationship tracking

Understanding your customers is made better by understanding their relations.
Track all a customer’s relations with other parties in and outside of the bank.
Easily add and remove relations via a drag-and-drop editor.

360-degrees customer view

360˚ view

Get a complete 360 degrees perspective on your customers.
View all a customer’s assets and liabilities in one place and easily open accounts and perform various customer management duties from a single dashboard.

Individuals

Provide various types of accounts and loans.

Businesses

Manage more complex relationships and products.

Customer form editor

Customisable profile

Missing information in the customer profile?
Via the embedded form editor it’s easy to add new fields to your customer’s profile.
Simply select a field type from the extensive library, drag it to the preferred position and configure it to your liking.

Customer audit trail screenshot

In-depth audit trail

The solution comes with an integrated audit trail providing a full change history of all actions made by your customers and staff.
Simply define which data elements need to be tracked and the system does the rest.