Retail Banking edition

Quickly process leads, captured from multiple sources.

Auto score leads based on multiple predefined or customizable parameters, using AI/ML models.

Auto assign/rout leads with intelligent rules.

Algorithmically derived 1:1 offers with modern CRM for banks.

Utilize guided call scripts and playbooks to increase the probability of conversions.

Event-based, real-time alerts from integrated systems.

Design custom tabular and matrix reports through the UI Report designer in a few clicks.

Conduct advanced analysis with custom calculations, trend analysis for user-defined time periods with advanced data visualization options, such as heat maps, tree maps, bubble charts, or scatter plots.

Auto-generate, schedule and trigger personalized reports based on roles and permissions via emails from a single report.

AI-driven day planners to prioritize tasks.

Smart conversation strikers for relevant engagement.

Straight through processes for faster fulfilment.

Smart retail banking CRM empowering RMs to deliver a delightful customer experience.

Retail Banking platform's Catalyst Performance Modeler assists your team in setting targets based on roles, products, time period, channels, revenue, quantity and conversion rates etc. for indepth planning and execution.

Assign targets at multiple hierarchies and rolled up depending on organizational policies and strategies.

Sales team can achieve targets by auto calculating and auto creating the required number of leads, campaigns, interactions and conversions on daily basis.

Prioritize daily activities and get the optimum sales route with geo routing functions.

Track leads in real time and manage follow up /engagement activities for nearby leads with GPS Navigation.

Get advanced mobile functionalities including voice functions for entering or updating sales data along with push alerts.

Real-time display of product holdings, transactions, interaction, engagement analysis and more on retail banking CRM.

AI models predictions, scoring, segmentation, insights & personalization.

Guided Action Center to fulfil any need with simple clicks.

Capture service requests including from any channel including email, SMS, web, social, WhatsApp, Facebook Messenger, Google Business Messenger, call centre, branches.

Enrich cases automatically with customer information, categories, sub-categories and sub-subcategories.

Capability to create parent and child cases on retail banking platform to simplify case logging for customers and provide faster turnaround times.

Deliver accurate solutions at the first contact itself with AI/ML driven nudges.

Enable straight through processes to instantly fulfil service requests.

Manage End-to-end QRC cases on a single retail banking CRM platform.

Engage, serve & sell across modern, traditional channels.

Connect on customer's choice of channel easy integrations.

AI/ML driven STPs for automated service resolutions & real-time assistance.

Create agile and adpative process with retail banking CRM's 7 layers of proprietary AI-driven journey and process designers.

Drag and drop driven, visual graphical tools to design intelligent and change ready processes and screens.

Handle complex parallel workflows, assignment rules and categories of queries, requests or complaints.

Create Multichannel, Multiwave, Multistep Campaigns.

Create event triggered campaigns.

Continuous channel strategy execution on single platform.

Advanced channel support with seamless integrations.

Capture leads across channels.

Get AI-based lead scoring.

Create complex lead workflows.

Natively embedded A/B and multivariate testing.

Marketing Campaign Analytics.

Smart Reports and Dashboards.

Create responsive screens quickly, define data sources, add validations, real-time API calls, and more.

Eliminate bad actors with OTP-based eKYC.

Attract deposits with instant funding options through multiple payment gateways.

Modify backgrounds and add validations on fields with a drag-and-drop designer.

Design screens for change-ready journeys on the fly.

Intuitively define data sources and custom actions.

Eliminate bad actors by providing integration with regulatory agencies to deliver OTP-based eKYC and Video KYC providers to prevent fraud.

Be enabled with features such as video call recording for identity capture and verification, geo-tagging and concurrent audit.

Be compliance ready with GDPR, AML, KYC, and other Government regulations.

Activate accounts instantly with a unique Customer Account Number and onboarding process.

Attract deposits instantly by enabling instant funding options through integrating retail banking CRM with multiple payment gateways and core systems.

Fetch, extract and utilize data from various systems including the National ID system, Tax systems, credit cards, core banking, credit rating bureaus, social and more.

Codeless configuration with more than 50 out-of-the-box patterns.

Make full use of multi-app capabilities with restful web services which can share data with any external application and support 2-way bidirectional integration.

Analyze customer behavior with machine learning and whitespace analysis with an algorithmic winback modeler.

Create dynamic personalized offers along the account opening journeys for retail banking and financial services customers.

Leverage compelling journeys that magnify your unique value propositions.

Capture applications from the website, mobile apps, SMS, phone calls, missed calls, TAB, Branch, ATMs, KIOSK, Business Correspondents (BC), Business Facilitator (BF), Direct Selling Agent (DSA), online lead aggregators and more.

24X7, Omnichannel accessibility with hyper-personalized offers and advanced targeting.

Effortlessly upload documents, check eligibility from automated predefined business rules and display pre-approved offers.

Intelligent, customizable workflow journeys backed by AI/ML models.

Enable robotic process automation (RPA) to speed up operations, reduce operating risks and tightly control costs to serve.

Designer-driven workflow designers capable of creating, and deploying complex, parallel processes.

100+ Ready connectors to fetch, extract and utilize data from various systems including the National ID system, Tax systems, LOS, credit card, core banking, credit rating bureaus, social and more.

Codeless configuration with more than 50 out-of-the-box patterns.

Make full use of multi-app capabilities with restful web services which can share data with any external application and support 2-way bidirectional integration.

Capture behavioural data and algorithmically analyse risk level with intelligent retail banking and financial services CRM.

Automatically approve conforming applications or prioritize deviations for final decisions.

Streamline and speed up processes for faster decisions and set customizable dynamic risk limits.

Integrate seamlessly with existing systems with best-in-class encryption and data privacy.

Enable easy document uploads, fetching, auto-filling and data extraction with OCR capabilities.

Enable extensive APIs for a smooth DMS experience.

Enable partners to orchestrate credit processes and offer personalized services.

Activate new revenue streams through partner ecosystem that magnify and extend credit value chains.

Enable end-to-end, instant decisions with AI/ML-powered retail banking and financial services CRM.

Automate identity verification and validation.

Configure smart business rule engines for lending in minutes.