In-Depth Profiling Module

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Comprehensive, flexible profiles that incorporate the best practices from peer banks to operationalize exceptional client experience, sales opportunity identification, and client intelligence for campaigns and referral programs.  Profiles can be tailored and flexible based on client type and segment.  Best practices from our client consortium include leveraging profiles for RM succession and client transfer, and for sales goal planning at the RM and client segment level.

Team-served client profiles can be shared among specialists as used as the basis for preparing for Relationship Review and Loan Review processes.

Key Business Functions & Features

• Client Situation and Needs Profiles

• Personal, Company, Institutional Profiles

• Event-driven Action Ticklers

• Client Marketing and Campaign Database

• Client Segmentation based on Upselling Potential