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CIM GOLD™ Platform
Trying to find a way to open new accounts quickly and efficiently? The FPS GOLD® CIM GOLD™ Platform system was created for you. By walking your new account representatives through account origination and maintenance, the Platform system is the most efficient way to attend to your customers' needs.
In addition to origination functions, the Platform system helps with sales and compensation tracking, callbacks, profiling, calculations, third-party interfaces for check ordering and verification, and cross-selling presentations. There's simply no easier way to create and maintain customer accounts.
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With the CIM GOLD™ Platform account processing system, you'll be able to:
- Minimize input errors with drop-down menus and automated basic functions.
- Automatically update information in all deposit-related systems.
- Interface with FPS GOLD's host system to perform host validations and ensure accuracy.
- Access user-defined help to view specific instructions on each task.
- Perform Office of Foreign Asset Control (OFAC) searches.
- Link slide or HTML files for advertising and sales.
- Print on purchased-package documents, institution-customized documents, or a combination of both types of documents.
- Purchased-package documents are continually updated for regulatory compliance.
- Track new account sales for sales information and compensation.
- Interface directly with check ordering vendors and customer verification vendors.
- Receive institution-customized recommendation of cross-selling products.
- Receive institution-customized scripted questions to track client needs and create follow-up reminders to maintain customer relationships.
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