Customer 360° & Segmentation
Single customer view with products, interactions, profitability, and dynamic segments.
Unified customer relationship management for banks: customer 360°, leads & opportunities, onboarding workflows, campaigns, service desk & cases, RM workbench, consent/privacy, and analytics — fully integrated with core and channels.
Single customer view with products, interactions, profitability, and dynamic segments.
Lead capture, qualification, pipeline stages, forecasting, and win/loss analysis.
RM agenda, visit plans, call logs, follow‑ups, and reminders.
Configurable steps, KYC checks, document capture, and hand‑off to CBS/LOS.
Audience builder, A/B test, multi‑channel sends (email/SMS/WA), and ROI tracking.
Rules/model‑based suggestions at branch, contact center, and digital channels.
Intake from phone/email/app, SLAs, escalation, and knowledge base.
Capture, investigate, resolve, and regulatory reporting.
Consent capture, preferences, and GDPR‑style requests (download/delete).
Templates, merge, e‑signature, and secure vault.
RM scorecards, pipeline, NPS/CSAT, and campaign performance.
CBS, channels, card switch, LOS, and data warehouse/BI.