Single View of Customer

Single view of customer

Bring together all customer/broker data into one single source of detailed customer insight

360 Degree View of the Customer provides a consolidated, 360-degree view of the customer’s relationship with your organization and the history of the customer’s interactions through different channels. It provides a unified front end to enable you to serve the customer, to solve your customer’s problems, and to sell to the customer, all in one place.

Key Features

  • Goal management

    The Single View displays the customer’s current product holdings as well as potential cross-sell and up-sell products and targeted offers

  • dashboard icon

    Visual indicators display customer’s relationship status and an alerts engine provides insight into key areas that need attention

  • call icon

    Delinquency and collections history, as well as pending complaints and requests provide cues to the required follow-ups.

  • reporting icon

    The interaction timeline provides a history of customer’s interactions with your organization through different channels

Next Best Action

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

Request a live demo

Request a live demo and let us show you how VeriPark enables you to serve the customer, to solve your customer’s problems, and to sell to the customer, all in one place.

Single View of Customer - Screenshots