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Intelligent Office Multi Channel

Intelligent Office Multi Channel is a solution designed to support multiple distribution channels over a variety of financial products. By operating a single platform, enables organisations flexibility to trade effectively and efficiently giving the potential to sell more products and reduce churn and missed opportunities. Our solution, enables financial services organisations such as retail banks and product providers to deliver multi channel initiatives in a holistic manner which in turn help reduce business risk.

Faced with key challenges such as lower product margins, tough competition for the same share of wallet and a fragmented customer base across the available channels, service differentiation will be the next strategic objective in order to succeed in the uncertain economic cycle.

Functionally Rich

Intelligent Office Multi Channel offers a wide range of functionality from automated sales processes through to a personal finance portal. Some of the integrated functionality includes:

  • A single, highly configurable platform across multiple channels to support all users and processes
  • Collaborative client management tools
  • Comprehensive integrated Management Information
  • Fully integrated suite of Asset Management services, ranging from scheduled real time valuations, multiple and configurable portfolio reports through to a personal finance portal for your customers
  • Integrated, automated compliance and risk management tools

Intelligent Office Multi Channel will allow financial services organisations to become closer to their customers and will deliver significant business benefits such as:

  • Improving network sales productivity
  • Reducing the IT infrastructure costs
  • Single user experience across all products, processes and channels
  • Supports multiple processes
  • Flexibility in choice of channel
  • Customised solution using refined functionality
  • Intelligent contact routes across the organisation