FinEdge Solution: Key Benefits to Your Business
Match the Right Customers to the Right Products Based on Eligibility: FinEdge provides robust capabilities to screen customers for product eligibility - providing the best fit based on pre-established criteria. Tight integration with core banking systems allows you to better target customers based on their financial status, risk profile, and other predetermined product eligibility requirements.
Deep Customer Segmentation: Now you can segment and tailor customer offers and campaigns based on a virtually limitless set of criteria such as accounts held, income level, transactions conducted, or anything important to your institution. Cross-sell and up-sell opportunities are enhanced with FinEdge.
Consolidated View of All Accounts: FinEdge gives you one consolidated view of all accounts held by individual customers and households. Now you can obtain nearly real-time details of all account data and activity for deposits, mortgages, loans, and credit cards in a central location.
Enhanced Customer Service: Whether it is routine requests such as a change of address, or an account dispute that requires follow-up and resolution, FinEdge helps streamline the process and improve customer satisfaction by integrating customer information and workflows. You can even automatically follow up with satisfaction surveys to stay on top of customer attitudes and build loyalty.