We support banks, financial service providers and insurance companies with implementing Client Management. Our software uses the flexible business rules management system, ACTICO Rules, to serve our customers. With this data management approach, protection, processes, rules, integration, distribution and analysis play a fundamental role. On these concepts, we create sustainable solutions for compliance, onboarding and relationship management.
Digitalization means new chances when onboarding new customers. A prerequisite is that the risks of changing regulations are sustainably controlled with automated tests and secure data management software. A controlled relationship management system ensures proper maintenance of customer relationships – that is modern Client Management.
An important component of our software is the management of highly sensitive customer data. These are stored as anonymous data but can still be evaluated. Peripheral systems are operated with selected data only so all provisions concerning the protection of data are respected, but the data can be further analyzed.
Client Management enables the customer and customer service representative to communicate successfully. The consultant has an overview of the customer data and ratings so the customer always receives reliable information. This allows for fast and reliable communication throughout and beyond the entire onboarding process.
The approach "with the customer at the center and reliable compliance in the background" allows the digitalization of business. Client management means combining all aspects of customer service while continuing to observe all areas of compliance. This is the basis of launching digital business models.
Automated tests and data review improve decisions. Assumptions are replaced by proven rules and therefore, compliance requirements and business objectives can be decided with certainty. Many validations and decisions can be fully automated and carried out against an entire profile at any time. Better decisions reduce risk and increase success.
Compliance is ensured through comprehensibly modeled rules for testing the requirements of all data and for each decision. Change history of the models and data make clarifications, workflows and all other parts of revisions understandable and audit-proof for internal and external stakeholders.
Client advisors serve many customers and therefore, need to make sure their activities are targeted. All customer relationships must be well-observed and maintained. Client Management helps advisors use their time effectively, not overlook any customers and not miss any important customer-related tasks or events. A client advisor can effectively serve and keep more clients this way.