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MIRAGEcrm is a powerful client relationship and client contact
management system developed specifically for banking. Its comprehensive functional
coverage, in conjunction with its state of the art design and user interface, form a
powerful tool which allows the account officer to manage all aspects of a relationship
with a client.
Combining the strengths of relationship management and process
management, MIRAGEcrm provides a workflow management tool which allows centralized control
of all processes requiring client interaction.
In addition, due to the detailed data maintained on each client, there
are a wide range of features which allow a bank to undertake active marketing campaigns
and identify future prospects and sales opportunities.
- Client profile and data management
- Online storage of identification documents
- Call reports and contact management
- Action list and task management
- Flexible workflow management for process automation
- Online access to a client mailbox to view client correspondence
- Document scanning and indexing
- Relationship assignment between individuals known to the bank
- Data exchange with external systems
- Detailed marketing inquiries
- Marketing mailshot and contact strategies
- Encryption of sensitive information
Images
Links
- ODAFS - Odyssey Advanced Financial Solutions
- MIRAGEcrm - Client Relationship Management
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