CRM - BOND

Brokerage Solution Modules

Customer Relationship Management

Customer relationship management is a modifiable system based on Know Your Customer (KYC), That covers concepts used by institutions to manage their relations with customers, including the capture, storage and analysis of customer information.

Features:

• Client definition and profile.
• Account and contact management.
• Enhanced searching tool.
• Commission setup.
• After sales operation.
• Ability to group more than one account together and calculate the total assets for the whole group.
• Client data warehouse.
• Agreements, requests and E-forms services.
• Contract management.

Features:

• Ability for deploying any electronic channels like web, IVR, Faxing, etc.

• Customer support / service alerts

• Multiple channel / multiple role contact centers
• Email response management
• Customer self-service via internet
• Conditional alerts that alarm the user of certain ticker status to reduce risk and increase profit.

1. • Document Archiving Management:

Documents archiving is a modifiable system to automate and document multiple formatted files relevant to the client profile for authentication and historical recording.

Features

• Assigns Clients or Supplier Signatures to the system.
• Assigns Agreements and Contracts.
• Assigns identity card, passports, company registration documents to the system
• Document Image Processing (DIP) and Archived System (Documents, Agreements, Pictures, and Signatures) using different extensions (JPG, GIF, BMP, DOC, XLS, PDF, and HTML).