FIS' Customer Statement and Relationship Pricing System helps clients meet new, competitive challenges with three valuable customer relations tools - combined statements, relationship pricing and investments - rolled into one software product. With today's competitive and global market in mind, the Customer Statement and Relationship Pricing System is designed for personalized, responsive and competitively priced service to meet financial services customer needs.
Customer Statement and Relationship Pricing System combines an unlimited number of deposit, loan or investment accounts on a single statement, rewarding customer loyalty through relationship pricing by waiving fees and adjusting account rates in exchange for maintaining balances in multiple accounts. The system interfaces with Fidelity core accounting applications as well as non-Fidelity applications. An Investments subsystem allows brokerage accounts to interface with statements and pricing.
Features
- Centralized control
- Combined statements
- Conversion capability
- Flexible date formatting
- File segmentation
- Generic interfaces
- Individual and group-add functions
- Global features such as multicurrency for statements
The system interfaces with FIS' major account systems
Systematics
» Certification Tracking
» Check Inventory
» Customer Statement and Relationship Pricing System
» Financial Management System
» Integrated Monetary Processing and Control System (IMPACS)
» Intersystem Transfer System
» Item Reconciliation
» Savings/Time Deposit System
» Tax Reporting System