360 ° customer review in CRM for Bank

Customer Overview 360 Customer review 360 is your tool for obtaining complete customer information - not just personal data, but all information and events. When the CRM Customer Card is opened, the system automatically "tightens" the active products and the entire previous history of the relationship: the history of orders, transactions, calls (applications, incidents). All information necessary for making a decision is available in a single Customer Card, which eliminates the need to search through numerous sources

Overview

The Overview tab contains detailed information about all active client products, bank offers, customer requests and its references. In addition, in the Entries / Actions / Notes field, you can view the information / make changes to the data about the interaction with the client.

Profile

The Profile tab contains the following information about the client: general information, personal data, contact information, power of attorney, financial monitoring questionnaire.

Products

The Products tab displays all products active (active) or closed products on the customer's client, for example, Deposits, Credits, Safes, Cards, etc. In this case, for convenience of the user and accelerate decision making in sales processes, the product can visually stand out on the tape depending on his status.

Requests

The Applications tab displays all the requests from the client for opening new ones, renewing or re-ordering the existing products of the bank. Application cards also contain information about their status (stage) and responsible persons.

Appeals

The Applications tab stores active or inactive customer requests to the bank (for example, requests for information maintenance or incident resolution), including information about the source of receipt, responsible, etc.