Customer Relationship Management

With CorePlus you can turn knowledge of your customers into business opportunities - enabling you to identify value, recognise risk, enhance service levels and increase profitability

Comprehensive, user-friendly CRM

The customer is the heart of any financial institution and is the heart of CorePlus. In addition to the streamlined management of customer information, centralised customer management allows product-wide views of customer activity, holdings, and exposures. With CorePlus a complete customer view is at your fingertips and is coordinated across your institution enabling you to quickly understand a customer’s profile, profitability potential, cross-selling opportunities, and overall value and risk to your institution.

Managing customer value

All accounts, transactions and relationships revolve around the Customer Information Center (CIC). The CIC integrates customer data, alternate addresses, marketing information, photos and signatures, relationships with other customers, memos and action reminders. This info is available across all modules within the system, enabling the bank to provide outstanding service to the individual customer or corporation. With CorePlus you can provide superior customer service through immediate deal confirmations, real-time statements, notification letters and reports in the customers preferred language, which can be sent by fax or email directly from the system.