The rising demand for digitizing and modernizing customer experience in the world of retail banking calls for an end-to-end Customer Relationship Management solution for both managing prospects and servicing customers with key features like:

Real-Time Portfolio Management
AI Assistants
Digital Lending and Payments

Cognizant’s “Retail Banking Customer Management System” solution is designed to extract the potential of simplified analytic processing of prospect’s data for accelerated decisions as part of cross-selling

Virtual Agent driven portfolio analysis
Configurable Rule Engine for products suggestion for prospects
DocuSign integration for electronic signatures
Customer Portal for application submission
Unified Client Interface
Integration with mortgage onboarding system for appraisal and underwriting.
Omni channel implementation for Customer Support
Mobile App for customers
Dashboards and reports for better pipeline and performance tracking
24/7 Virtual Assistant
IVR Support

Why RBCMS? Risk Analysis – Track risk positions in real-time across prospect portfolio for offering best suited retail banking products servicing – Delivering consistent and reliable support with focus of 360 degree view of the customer and knowledge articles

Retail Banking Customer Management System

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