Customer Relationship Management

Aurius’ sophisticated Customer Relationship Management (CRM) functionality delivers high level customer service and support

The system displays a single, consolidated real-time view of financial and non-financial data, providing real insight into your customer activity. The result is a faster, more accurate customer orientated service that builds on loyalty and retention, as well as giving you more opportunities to cross-sell.

A customer-focused solution

The Aurius banking solution is capable of supporting complex relationships between customers, accounts and the other parties associated with them. The end result is a relationship-focused system that provides a comprehensive view of your customers’ dealings with you.

The system makes the distinction between “People” and “Organizations”, and recognizes that not all are necessarily customers; consequently the system supports a wide range of financial and non-financial relationships. The data captured for commercial organizations, people, brokers, solicitors and debt management companies, for example, all differ.

Everything in one place

Aurius is a relationship based system. It gives a clear overview of all the dealings any individual customer has with the bank and any third parties. For example, a bank customer may hold a deposit account with the bank, be a signatory on a business account and a guarantor on a loan account, or the customer may have been introduced by a broker. All of these relationships are easily tracked using Aurius.

To help support Single Customer View reporting and Know Your Customer (KYC) requirements the system allows for the capture of a wide range of identifying data and documents such as; passport scans, certificates of incorporation and signature images. The solution also supports online identity verification through interfaces to third party verification services.

Wholesale Finance

Wholesale Finance

Rapid Addressing

Rapid Addressing

Banking

Banking