https://store-images.s-microsoft.com/image/apps.53707.d2d05278-f32d-4e8d-b8f7-d47b8c702178.57869be2-9ebe-46a5-88ae-70c9a6249fe6.664f4c14-7658-4c98-935c-a9d0dd8467d9

XRM® Banking®

by E-Consulting

(1 ratings)

Helps to optimize the process of issuing and maintaining loans, as well as selling all loan products

XRM® Banking® is a comprehensive branch solution for the banking industry built on the Microsoft Dynamics 365 platform.

XRM® Banking® help with optimizing the processes of issuing and maintaining loans, as well as selling all loan products:

  • Retail business: unsecured loans, card limits, car loans, mortgages, overdrafts, credit lines, etc.
  • SMEs and Corporate business: term loans, credit lines, overdrafts, investment loans, syndicated loans, project finance, bond loans, export operations, interbank lending, leasing, creation of new financing and project management tools.

As a result of implementation, it is ensured

  • Reduce customer service time and improve service quality;
  • Reduction of time for training of employees;
  • Increase the efficiency of sales of products;
  • Proactive management of offers to customers and control of staff training in the front office.

Main features of the module:

  • Built-in tools for creating and approving new loan products
  • Maintain the requested and approved parameters of loan products;
  • Automation of selection and fixing of tariffs;
  • Collateral for the loan application (bail, insurance, guarantees);

Confirmation
The solution was implemented in the leading bank of Kazakhstan ForteBank (19 branches, about 100 branches, more than 9000 POS-terminals, 800 ATMs). The implementation period of 6 months, during which no participation of vendors and integrators of interconnected products was required and the project was executed exclusively by E-Consulting and ForteBank.

☑ Find out more about the product on the official website.

At a glance

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https://store-images.s-microsoft.com/image/apps.12351.d2d05278-f32d-4e8d-b8f7-d47b8c702178.ba664131-25fc-4182-8e97-2a5a738ff641.4e866d7b-5ce7-4ca9-be07-f76b1985e0d7
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