Absolute majority of banks use disparate systems for servicing various operations, which affects, first of all, the speed and quality of customer service.
A single operating window of the XRM Banking system consolidates data from all available sources, systems (applications) and allows you to service all necessary processes by front office staff in a single interface faster and better.
The client's form contains all the necessary information, for example, for making a decision on the application. In the Actions / Notes field, client checks are displayed on various databases and its ID for integration with the bank's ABS.
Front office staff are provided with quick access to products or operations (in terms of roles) in the Single Window with a minimum number of transitions.
For example, activation of the card is carried out "in two clicks" with a minimum number of transitions to the operation
Information about the open deposit (as well as all previous customer deposits) is stored in a separate tab, tied to the customer profile. Separate business rules can be configured sequence of actions at the end of the deposit. For example, the system will remind your manager to call the client, who next week ends a deposit and invite him to extend it.
The product window The plastic card contains all the necessary information for servicing
Tab with data about the safe box: its size, title, status (free or not).
The cashier is also provided with quick access to operations from the Single Window