Catalyze your growth with our innovative features
Workflow Management
- Optimization (COS)
- Cash Processing Centre (CPC)
- Cost Input
- Trainings
- Activities & Checklists
Actionable Insights
- SMS tracker
- Performance Dashboard
- Cash Optimization
- Cash Processing Centre
Customer 360
Get a 360-degree view on each individual customer or account with our customer 360 feature. It gathers data from multiple sources, compiles them in one place and presents them in an easy to consume manner so that every resource using the product has an in-depth view of what a particular’s customer’s account history and preferences are.
Customer Profiling
In addition to gathering, compiling and presenting data from different sources, our CRM solution also allows you to enter new data using our Customer Profiling feature. This way, we can ensure that all customer data is up-to-date and accurate.
Campaigns Modules
From retention to selling a new credit card, all initiative require a campaign management dashboard to be run from. Our Campaigns module allows you to add the list of recipients, outline the purpose of the campaign, and then also assign it to relevant resources within your team.
Performance Inflow & Outflow Dashboard
Our dashboards are designed to give you the visibility that you need and deserve. The Inflow & Outflow dashboard depicts the cash state of the bank right now, considering the amount of inflows and outflows over a given period of time, and helps you make better decisions for the revenue growth of your bank.
Distribution Head/GM Wise Dashboard
Different user roles unlock different kinds of views for each dashboard. A Distribution Head/ GM dashboard gives the most visibility vis a vis the performance of a bank, its’s deposit trends and analysis, and a target V achieved picture for any given period.
Next Best Offer & Cross-Sell Opportunities
Interception at the right time is important, but it is also extremely vital to sell the right thing to the right customer. Our AI tools work hard to suggest to you what the next best offer for each customer is, so that the chances of you cross-selling them a desired product increase exponentially.
Lead Capture
Whether you want to generate new leads, or you want to create a new lead on an existing customer, our Lead Capture module has got you covered. Coupled with Customer 360 and Customer profiling, it gives you an expansive view of what your customer really is like, and lets you decide what lead angle you would like to take on with him/ her.
Lead Management
Get better visibility on your leads status: whether they’re hot or cold, which resources are performing better at converting leads, and a myriad of other trends and details that you can gain insights into with our Lead Management module.
Location Intelligence
Use our cutting-edge location intelligence module to detect untapped businesses near your bank’s branch and create campaigns and leads against them with this most inspired way of getting new clients on board.
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.