Gain deep insights into your customer base
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.
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.
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.
From Retail to Business Banking
Keep Track of Everything
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.