Demo version
Single window for the front office of the bank

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.

Single window for the front office of the bank
SOME POSSIBILITIES OF OPERATIONAL INTERFACE
Customer profile

Customer profile

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.

Sales & Service

Sales & Service

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.

Activate the card

Activate the card

For example, activation of the card is carried out "in two clicks" with a minimum number of transitions to the operation

Deposit

Deposit

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.

A plastic card

A plastic card

The product window The plastic card contains all the necessary information for servicing

Safe Deposit Box

Safe Deposit Box

Tab with data about the safe box: its size, title, status (free or not).

Cashier Window

Cashier Window

The cashier is also provided with quick access to operations from the Single Window

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