Capri: CRM for Banks
Every bank is as individual as its clients and therefore also requires individual processes. Our approach for this challenge is a solution called Capri. It is a flexible framework with a basic yet comprehensive business functionality, which supports all client support processes in a bank across the board. Thanks to its flexibility, existing components can be adapted and new components added without difficulty.
The Client Relationship Manager in the Middle
Capri offers a client relationship manager a uniform user interface for working. It provides support for daily tasks as well as handling all relevant client, product and research data for them. This increases efficiency and the service quality considerably. Which means that a client relationship manager can focus on the most important work: taking care of her/his clients.
The Client and his Data – a Central Company Asset
Well maintained, centrally kept and technically strictly protected client data is an important asset for any company. With Capri, the concept of a client and client data content is expanded in terms of supporting the work of the client relationship manager. This means that existing as well as potential clients can be managed easily and clearly. Soft facts (areas of interest, social relationship network, total assets situation, etc.) and all client contacts are entered and viewed exactly the same way as relationships among clients.
Direct Access for All
Capri makes it possible for everyone to access all needed functions and data directly and remotely. This means that external asset managers and clients can view information and enter orders directly if desired. Naturally, this requires sophisticated and flexible security architecture. Thanks to your security components, Capri application security is at the highest possible e-banking level.
Integration – Investment Protection
Precisely because an application infrastructure that grows through the years presents a major asset for a bank, it is important that Capri can be integrated well into the existing legacy world. Capri is not designed to replace the comprehensive functionality of the other applications but rather use these so that a client relationship manager can employ them for her/his various tasks on one platform. The existing applications remain available to users.
