To create superior experiences across all the channels you serve, everyone in your institution must have easy access to the same information. With PhoenixEFE, everything starts with your customers and members.
A Single Version of the Truth
PhoenixEFE goes beyond typical relationship information, such as name, address, account holdings and balances, to provide real-time access to customer and member exposure, profitability, entitlements and comprehensive personal information (including financial statements, image identification, employment history and contact history), giving your entire enterprise quick access to a "single version of the truth."
Helping Customers and Members Help Themselves
These days, creating a superior service experience also means giving more control and convenience to customers and members, so they can serve themselves. PhoenixEFE achieves this goal by providing access to customer and member data from any channel and by eliminating bank staff intervention in the processing of transactions (within defined risk management controls). Your staff can support business services easily, and without unique training, because user administration controls for commercial internet banking are part of a common relationship management facility.
Managing Sales Referrals and Service Cases
Great service and successful selling are inextricably linked. Consistent, responsive service lays the foundation for understanding customer and member needs and making appealing offers. PhoenixEFE helps your staff streamline servicing tasks while anticipating sales opportunities with every interaction. Inbound service requests can turn into cross-sale opportunities; proactive outbound selling campaigns benefit from disciplined coordination and follow-up from anyone on your team.
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