The key to providing excellent service is fully understanding your customers, and the Integrated Relationship Management (iRM) module of HORIZON™ provides all the tools you need. The system presents users with a comprehensive, up-to-the minute summary of all your customers and their relationships with you, including those not typically processed in the core solution – trust, credit card, investment accounts and the like. From this portfolio view, a single mouse click takes users to more detailed information. In addition, HORIZON iRM’s householding capabilities relate each customer to other individuals and businesses that do business with you.

HORIZON iRM also provides you with contact management and fulfillment tracking capabilities. If a customer makes a request, the information can be entered online and routed to others for fulfillment. The system automatically organizes and prioritizes all requests so nothing falls through the cracks.

Other features:

• Unlimited addressing and correspondence delivery options – Store as many as 1,000 mailing addresses, e-mail addresses and telephone numbers for each customer.
• Tracking of your customers’ collateral – Real estate property, business assets, investment accounts and titled collateral, which can be linked to loan and deposit accounts that show pledged property.
• User-defined information and notes – Store and track an unlimited amount of information about the account holder, including purchased information that can help you with marketing, analysis and reporting.
• Database management – Tools to automate file clean-up.