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CRM GOLD®
With CRM GOLD, you can quickly view all the relationships for a particular customer, including all deposit and loan accounts, ATM and debit cards, weighted rates, and more, without having to access the Loan, Deposit, and CIF systems individually.
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Features of CRM GOLD® include:
- Look up information on customers in a profile view for all accounts currently held at the bank.
- Display all accounts tied to a household, including all deposit and loan accounts, ATM and debit cards, tax filings, etc.
- Show detail or summary information items on separate tabs for easier call center reference.
- Access CRM GOLD from other FPS GOLD® programs by simply clicking on the CRM GOLD™ icon from their toolbars.
- Use all the Windows® capabilities available, such as tabs, toolbars, and print functions.
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