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Corporate RM: 360° Corporate Customer View in Finance World

Corporate RM, developed by VeriPark with the vision of future banking by using all features of Windows 10 operating system aiming to increase sales and customer satisfaction efficiency of corporate customer representatives, provides an innovative platform that enables carrying out the bank to the corporate customer's location.

How Does the Solution Work?

Corporate RM application designed by VeriPark with the vision of future banking to support all privileges of Windows 10 operating system is equipped with innovative features that will make a difference in banking services provided to corporate customers.

Corporate RM (Corporate Customer Relations Manager), as a business application for Windows platform, aims to increase the performance and sales efficiency of corporate customer representatives as well as corporate customer satisfaction in banking.

Corporate RM allows corporate customer representatives to act quickly by monitoring the sales activities and taking the necessary actions via portfolio management panel over a single platform. Also, 360 degrees financial data of corporate customers can be accessed from a single screen via mobile Corporate RM (Mobile Corporate Relationship Manager) application during on-site visits. Additionally, while displaying of data at on-site visits, possible new opportunities regarding the mentioned customer are displayed from the MIS system and alert the corporate customer representative. The representative can assess them immediately, and make requests and agreements accordingly. Taking rapid action on customer site allows the customer representative to finalize the agreements easily and provides convenience in turning the opportunity into sales. Documents are filled in with a single touch, and all processes can be finalized at the customer location with the privilege of a paperless transaction.

Features of Corporate RM application supported by Windows 10:

Customer Representative Control Panel

  • My Duties

  • My Appoinments
  • Alerts & Notes
  • Top 10 Customer Graphics and Data Graphics
  • Representative's Expectations
  • Representative's Agreements
  • Representative's Portfolio
  • Representative's Search Reports
  • Creating New Service Requests
  • Creating New Agreements
  • Creating New Expectation
  • 360 Customer View
  • Location based Appointment Follow-ups and Meeting Notes

VeriTouch Customers

  • Ahli United Bank
  • Allianz Yaşam ve Emeklilik
  • Dubai Islamic Bank
  • FinansBank
  • Garanti Emeklilik
  • GIB
  • Ing Bank
  • Ithmaar Bank
  • Jordan İslamic Bank
  • Kuveyt Türk
  • Masraf Al Rayan
  • Meem
  • NBAD
  • NCB Capital
  • VakıfBank

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