Servicing of corporate customers:
Introduction of unified and coordinated business processes for sales of banking products, as well as for servicing and communication with clients - legal entities and individuals - entrepreneurs.
Analysis and control:
Preparation of an instrumental and process basis for introducing new banking products and for monitoring the quality of customer service.
Implementation of a unified system for employees of different services and departments:
Implementation of a unified system for the work of front-, middle-, back-office employees of different services and departments that participate in business processes in order to ensure their completeness, continuity and acceleration.
For more effective work with financial groups (holdings), the system offers both a standard organizational chart and a Visualize solution (allows you to select records of different entities). This solution allows to form, store and visualize the hierarchy of links between the holdings' subjects to support decision making in the field of sales, financial evaluation of the client.
Tool for generating data on the financial condition of the borrower for making decisions in the field of lending. The entire path of the loan application from the time it was created to the decision is displayed in a special tab. After collecting all the necessary data, the application is sent for analysis to specialists who must provide specialized opinions.
The tool allows you to select on the map a point at the corresponding address of the collateral object with the possibility to confirm its relevance or move the point to the desired location to store the coordinates and check the square of the streets. Further, the conformity of the type of real estate to the square of the streets and the value of the collateral in the given square is checked.
