Banking & Financial Services

“Using Maison’s CRM Banking Vertical, employees can identify the bank’s most profitable customers and implement effective retention strategies such as building a better understanding of their portfolios”
Sufian Saeed – Project Manager, Remote Banking Division, KASB Bank

 

Maison’s Banking and Collection Management Solution allows banks to better understand their customers and strengthen the customer relationship. The solution is for retail banks, commercial banks, investment banks, credit unions and private bankers. It provides banks with to get a 360-degree relationship view of customers including checking/ savings accounts, transaction information, individual preferences and helps bankers strengthen the relationships with their customer base. Bank and Credit Union Management provides functionality that will help financial institutions manage customer transaction data and turn into useful marketing analytics and create help them develop broad programs that will make customers feel more connected and enthusiastic and dedicated to their solutions and services.

Call Center Integration:

Call Center Agent desktop
• Inbound/Outbound calling
• Central interface to view/add customer Requests
• Complaints, Leads
• Perform online bank transactions and other service requests

Customer Services Management:
• Customer/Non-Customer complaints
• Inquiries, Deals, Bank Accounts
• Customer requests approvals i.e. ATM Card Delivery/Replacement
• Cheque Book Request
• Balance Certificate
• Pay Order, Demand Draft and other services

Collection Management:
• Loans Aging
• Collection cases distribution
• Case Monitoring
• Collection activities tracking
• Collection Notices

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