Client Information

Client management has now become central to any financial services company. The SYMBOLS Client Information System provides a central repository of client information which is accessible by all other modules in the system. The client's information is entered once and referenced whenever that client operates with the bank. Getting a complete customer portfolio is now easier than ever.

The Customer Information System keeps record of all individuals or corporate organisations for which data will be entered in any of the modules. This information includes static information including addresses, phone/fax numbers and e-mail addresses and much more. The application includes extensive search capabilities so that information could be retrieved which categorises customers by any number of user defined parameters. Demographic data on your clients can easily be queried and analysed.

Interfaces to e-mail and fax servers mean that your clients can receive alerts triggered by certain events occurring on their accounts keeping them informed at all times. Relationships between clients are easily defined with user defined relationship codes and any number of relationships between clients can be established.

Features include...