Experience Seamless Customer Engagement with Our Omnichannel CRM
We’re committed to providing you with the most comprehensive customer relationship management (CRM) solution. Our cutting-edge omnichannel CRM is designed to deliver a unified platform for managing all member interactions, ensuring that every touchpoint is personalised and effective.
Our CRM empowers you to manage multiple channels in one place:
Our CRM provides a single, unified view of each customer:
Our CRM streamlines interactions across channels:
Our CRM offers actionable insights to inform decision-making:
By utilizing our omnichannel CRM, you can:
Experience the power of our omnichannel CRM today.
Seamlessly integrated, it allows all users to effortlessly navigate their financial services through the mobile app and front-end web portal, leveraging real-time data from case management and back-end interconnections with third-party systems, resulting in a streamlined, secure, and efficient experience that drives exceptional satisfaction and loyalty.
We partner with CDFI's, credit unions, fintech companies, and other financial institutions to provide cutting-edge software solutions. Our expertise spans various industries, including banking, payments, lending, and case-management.
We take data security very seriously. We utilise industry-standard encryption both at rest and in-transit to protect our clients' sensitive information. Our platform has GDPR dedicated features and our software operates in datacenters regularly audited and compliant with relevant regulations, including PCI-DSS, and SOC 2.
Yes, we offer integration services for various fintech platforms, on-premises services, payment gateways, account aggregation services, and other third-party applications. Our team can assess your current infrastructure and develop customised integrations to ensure seamless data exchange.
The time required for software development varies depending on the scope of the project, complexity of requirements, and your specific needs. We follow an Agile methodology with regular check-ins to ensure transparency and alignment, this combined shortens the lead-times on delivery of your projects.
Absolutely, we provide comprehensive support services, including: Technical assistance via our ticketing system, regular software updates and patches to ensure security and feature enhancements, on-going performance monitoring and optimization to ensure peak efficiency, training and documentation to help clients get the most out of our solutions.