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.