BANKCA Overview

BANKCA automates and streamline banking processes like lead tracking, account onboarding, and loan origination. Customer segmentation, personalize product offerings, increase wallet share, and reduce attrition. Ensure localized regulatory compliance to proactively manage risk. Streamline operations using workflows and automation. Real-time 360° insights track performance and increase agility. Manages customer complaint incident-based services through SLAs.

BANKCA Product Features

Simplified lead generation and transparent distribution assignment
Easy customer onboarding and personalized product offering
Customer Profile verification from external sources like AML, CB and AECB.
Credit Card departmental management robust approval workflow
Manage contracts, product portfolio, documents, printing & delivery, risk rating & scoring, and credit & limit
Collaboration, approval, and know your customer (KYC) workflows and task automation
Real Estate and Building management
Customer deposits management, Budget management, payment beneficiaries, project Contract
Manage performance, customize workflows, schedule tasks, and receive automatic alerts
Model relationships, track SLAs, and receive a holistic, 360° view of clients for real-time, data-drive decision-making
Market Desired Outcome
Banks are adopting digital CRM solutions to enhance business management and planning
Stronger client relationships
BANKCA, built on the scalable Dynamics 365 platform, manages business operations, onboarding, lead assignment, and task workflows

CRM Banking Catalyst

Autor: Systems Limited