CRM Integration

• Easily able to integrate with CRM systems.
• Develop personalized offers through campaign management.

360-Degree View

• Develop the full picture in one single view.
• Provides information of customers current products that they have, cross-sell, up-sell products and targeted offers that could potentially be taken place.
• When needed attention alerts are made to develop a key insight into customer relationship.
• Give authorization for front-office employees concerning your customers’ data and products.
• The view shows the historical collections and complaints which are pending so that cues exist and can be followed up.
• Track the users’ behavior.
• The advisor should try and understand why this action was made and give recommended suggestions for improvements.