Collections Management
This application is designed to streamline your collections process – create and manage cases through to completion and analyze your case history through business intelligence.
Complaint Management
A business intelligence application designed to streamline your complaint management process. It allows users to manage and track complaints using cases that are manually input by your employees. Data related to cases is captured in the data warehouse, allowing the FI to report on active cases, identify trends and more.
Credit Risk Management
A business intelligence application designed to flag credit risk accounts and members. Custom logic is used to flag members and divide them into risk categories. The FI can then use these cases to track changes in risk over time and identify high risk memberships.
Data Quality Management
Business Intelligence app that allows the client to establish business rules that, if not followed, generate automated exceptions that are automatically assigned to staff for repair.
Estate Management
A business intelligence application designed to streamline your Estate process. It allows users to manage and track estate related tasks using cases that are automatically generated by the system once the Date of Death field is populated. Custom code is utilized to attach 'child' cases to the Estate case when certain products are owned by the deceased member, so action steps can be taken on those records.
Forms (Canada)
App that allows the client to generate pre-populated forms for scenarios such as account opening, card agreements at the time those activities are occurring with the member. Vital to a financial institution’s paperless strategy.
Fraud Management
A business intelligence application designed to minimize fraud-related losses by providing a central repository for all members and accounts with confirmed or suspected fraudulent activity. This allows FIs to report on fraud cases to identify trends and to increase service levels by automating processes such as providing credits.
Opportunity Mining & Management
A business intelligence application that automatically mines through your data looking for sales and service opportunities for your staff to pursue. Each case is tracked through to completion and the case history can be analyzed in business intelligence.
Task Management
A business intelligence application designed to improve FI efficiency by automating identification, and streamlining processing, of any key business activities (such as credit reviews) within the FI. The application reviews your data nightly and automatically generates tasks based on FI-defined rules. Tasks are then queued for your staff to action and are tracked through to completion. Task history is retained so it’s available for analysis and reporting in business intelligence.
