Customer Management

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.

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.

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.

From Retail to Business Banking

Retail

Provide various types of accounts and loans.

Retail

From easy access accounts to unsecured loans.

Business

Manage more complex relationships and products.

Business

From notice accounts to revolving credit.

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.