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CIM GOLD™
CIM GOLD is an innovative software application that combines all of your customers' account information into a complete, easy-to-access program. This application displays all information pertaining to your customers and all their accounts, including deposit and loan accounts, ATM and debit cards, and more. CIM GOLD also features relationship management capabilities that allow you to link other people or accounts to a customer. This functionality lets you see at a glance how those relationships could affect your institution's view of that client.
This system makes it easy to see an overview of customer information and to quickly access the Loan and Deposit systems individually.
With CIM GOLD, you can create follow-up assignments for employees to complete, such as soliciting customers for loans and calling customers on their birthdays or when their certificates mature. You can also create comments and messages tied to account holders that track important information pertaining to that customer.
CIM GOLD conveniently combines all the necessary elements of account management into a single application to help you quickly access and view customer information at any time.
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Features of CIM GOLD™ include:
- Combines all your customers’ account information into a single, easy-to-access program.
- Uses a powerful PC interface combined with easy-to-use navigation.
- Allows for flexibility through customization.
- Provides relationship management tools to reveal relationships between customers.
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