Account Management References

Solution description

Our account management solution is a useful and quick tool to provide a single user interface for the branch teller when opening new and existing customer accounts or applying for new banking services. It encompasses all tasks that must be completed during new customer acquisition in one screen. Later modification of the registered properties (customer / account) is also can be done.

Advantages

• Shorter customer and account opening due to the single user interface,
• Shorter learning time, faster opening of new branches,
• Single data entering results in less human mistakes,
• Single sign-on to reduce the number of user-names and passwords
• The faster account opening the more time to sell high-value products.

Functionality

The solution manages new and existing customer accounts in the branch. It is a front-end system, so enquiries and transactions are only registered on the interface which communicates with the core banking systems in the back-office .

• Customer management
  • Customer data entry
  • Customer data modification
  • Reconciliation to the core banking system
• Account management
  • Account opening
  • Account activation
  • Account contract printing
  • Setting account fee package
  • Managing account addresses
• Application for banking services - direct debit
  • SMS alerting
  • Internet banking
  • Call centre banking
• Company capital report printing
• Check printing