- 360° data views with configurable display and grouping options: legal form, geography, sales target, consultation purpose, etc.
- Detailed overview for each customer: products (accounts, deposits, e-banking, mortgages, credit cards, etc.) and values (total performance, status, date, expiry date, balance, bookings, etc.).
- Planning and evaluation of customer visits including reports for consultation meetings and post-processing.
- Auditable and compliant process handling, e.g. risk analyses with the customer for product suggestions.
- Automatic and dynamic organization planning, e.g. customer and consultation allocation and multi-tenancy.
- Interfaces to relevant departments and applications: personal data, customer data, contracts, data warehouse, reporting, e-mail, customer intelligence, etc.
- Key figures: calculation, visualization, period comparisons (profitability, assets, balance, inventory value, potential).
- Creditworthiness check including integration of external service providers.
- Management Cockpit featuring an overview of trends and priorities.
Solutions for branches and counters
See Industry Proficiency Post Office and Branch Solutions for description of features.