Customer Information System (CIS) offers financial services organizations a rich mix of features that enhance both customer service and end-user productivity. This software application allows an unlimited number of relationships and user-defined relationship codes that can be expanded for specific business needs. Data integrity features prevent duplicate records and standardize name, address and demographic editing. Designed with a global marketplace in mind, CIS supports both U.S. and international business functions including operations, sales and marketing, and profitability management.
Benefits
- Reinvents Service – CIS establishes a complete picture of all customer relationships within the organization and between customers. It is a fully integrated product that manages all customer relationships within an organization, including customer-to-account and customer-to-customer relationships.
- Uses Multiple Perspectives – CIS allows an unlimited number of relationships and user-defined relationship codes for specific business needs. It provides the ability to link customers to one another if they share accounts or if they are related in some way to another customer who has one or more accounts.
- Tailors Products and Services – CIS allows a financial organization to tailor products and services to the needs of individual customers. Organizations can be sure that all employees who look at a customer's account files will be aware of any critical information that relates to that customer.
Features
- Multiple perspectives on customer and account relationships
- Hierarchies that show the big picture
- Enhanced demographics
- Advanced inquiry and navigation
- Reports from data extracts
- Sales data to chart progress
- Scrubs for speedy conversions
Customer Information Management
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