Practice
Registry & Counter
The value proposition
Our range of products and services allows for the provision of an integrated application solution capable of supporting the Bank and Credit Group both in the operational management of customers and in the evolution of its approach towards them, which must increasingly be customer-oriented, and in the management of organizational changes and new business strategies.
Our plus:
Our team of 30 professionals ensures:
Customer support in redefining and optimizing business processes
Strong functional expertise gained in numerous projects managed at major Banks.
The solutions
ANAG - OPERATIVE GENERAL REGISTRY
Allows financial institutions to manage all customer-related information and their relationships with the institution in a unique and centralized manner.
The tool ensures high data quality, with the possibility of integration with specialized info providers, and customer data privacy protection. Through specific parameterizations, it flexibly adapts to any organizational needs of the bank.
COUNTER
Support tool for managing branch front-end transactional activities
ANGOV - GOVERNANCE REGISTRY
A tool aimed at Financial Groups to provide a unified view of customers at the Group level in order to adequately respond to current regulations and the needs of groups that place the customer as the focal entity. It allows monitoring of the overall risk determined on the customer and supports the Group in managing organizational changes (mergers, acquisitions, mergers, divisions).
SEGMENTATION DASHBOARD
The tool allows acquiring segmentation proposed by the CRM by composing customer profiling and allowing users to perform checks and variations that will be subsequently consolidated.
PTF - SIGNING POWERS
Allows verifying the validity of acts presented by individuals to the Bank, identifying for each Client or Product the owners, legal representatives, delegations, and limitations to signing powers.
ANSVIL - POTENTIAL CLIENTS
Allows the census of potential clients through specific functions and by acquiring lists from the market and/or internal procedures. The potential Client is eventually transferred to the bank's general register only after collecting all the mandatory information to be considered effective.