Catalyze your growth with our innovative features
Catalyze your
growth with
our innovative
features
Customer 360
Get a 360-degree view of each individual customer or account with our Customer 360 feature. It gathers data from multiple sources, compiles
it in one place, and presents it in an easy-to-consume manner, providing every user of the product with an in-depth view of a customer’s account history and preferences.
Use Cases
Customer
Personalization
Connect360 empowers banks to deliver tailored experiences by leveraging customer profiling, multi-platform data synchronization,
and a Customer 360 dashboard.
Manage Cash Flow and
Prevent Cash Loss
Efficient cash management is crucial in the banking industry to maximize operational efficiency and ensure customer satisfaction. Connect360, equipped with AI predictive models, enhances cash management by providing valuable insights and forecasts.
Predict Customer
Lifetime Value
Connect360 offers features such as activity trackers and lead management dashboards to optimize prospecting efforts. It also facilitates collaboration among sales teams.
Track And Prevent
Attrition
For all financial institutions, tracking churn and managing customer retention are crucial for growth and profitability. Connect360 equips banks with powerful features
to address these needs.
Prioritize High Value
Customers
For banks, prioritizing leads and optimizing conversion rates are crucial for revenue growth.
A tailored Connect360 solution can streamline lead management and enhance
conversion opportunities.
Run Auto-Triggered Campaigns
To Reduce Dormancy
Efficiently onboarding new clients is crucial
in the competitive banking industry. Connect360 revolutionizes client
onboarding by leveraging advanced lead capture techniques.
Campaign Management
Manage campaigns efficiently. Add client details, assign resources, and track progress easily.
Daily Activity Report
Uncover sales patterns and opportunities. Track lead performance and identify top performers.
Performance Management
Monitor sales targets and performance. Analyze new clients onboarded, deposit trends, and cross-sell opportunities.
Cash Optimization
Predict cash demand branch-wise. Optimize cash usage and address shortages or surpluses effectively.
Mentorship & Training
Stay updated on team performance. Measure performance against targets and provide mentorship and training as needed.
Branch Management
Efficiently manage branches and activities. Gain visibility into branch productivity and growth trajectory.