Single View of Customer
Bring together all customer/broker data into one single source of detailed customer insight
Key Features
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The Single View displays the customer’s current product holdings as well as potential cross-sell and up-sell products and targeted offers
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Visual indicators display customer’s relationship status and an alerts engine provides insight into key areas that need attention
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Delinquency and collections history, as well as pending complaints and requests provide cues to the required follow-ups.
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The interaction timeline provides a history of customer’s interactions with your organization through different channels
Key Benefits
- Deepen customer knowledge with consolidated data
- Improve servicing efficiency with unified front end
- Increase compliance
- Take proactive actions with alerts
- Increase cross-sell and up-sell with targeted and personalized offers
- Track and stay informed of customer interactions with your bank
A single view for each industry
- Retail Banking Single Customer View
- SME/Corporate Banking Single Customer View
- Private Banking 360 View
- Insurance Single Views: Retail/Corporate/Broker