CRM - Pathfinder:

This easy-to-use, fully customizable CRM solution delivers a robust set of operational and analytical functionality capable of assisting your institution to improve the customer experience, retain existing profitable customers and acquire new ones. Fully integrated to the INSIGHT system this application offers:

• Personal Access Customization
• Profitability Management
  • Account
  • Customer
  • Household
• Complete Customer Profiles
  • Account information
  • Profitability figures to assess profit picture
  • Household members
  • Promotional activity summary
  • Next best product suggestions
• Report Creation and Publishing
  • Standard
  • Custom
  • Can be exported to other applications or a portal page
• Campaign Management
  • Targeted sales campaigns
  • Monitoring & reporting
  • Easily shares campaign status throughout the institution
• Lead Factory
  • Comprehensive lead tracking and process management tool
  • Automates lead follow-up processes
  • Generates e-mails and alerts to specific personnel or managers
  • Retains customer contact history