https://store-images.s-microsoft.com/image/apps.53707.d2d05278-f32d-4e8d-b8f7-d47b8c702178.57869be2-9ebe-46a5-88ae-70c9a6249fe6.664f4c14-7658-4c98-935c-a9d0dd8467d9
XRM® Banking®
by E-Consulting
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Helps to optimize the process of issuing and maintaining loans, as well as selling all loan products
XRM® Banking® is a comprehensive branch solution for the banking industry built on the Microsoft Dynamics 365 platform.
XRM® Banking® help with optimizing the processes of issuing and maintaining loans, as well as selling all loan products:
- Retail business: unsecured loans, card limits, car loans, mortgages, overdrafts, credit lines, etc.
- SMEs and Corporate business: term loans, credit lines, overdrafts, investment loans, syndicated loans, project finance, bond loans, export operations, interbank lending, leasing, creation of new financing and project management tools.
As a result of implementation, it is ensured
- Reduce customer service time and improve service quality;
- Reduction of time for training of employees;
- Increase the efficiency of sales of products;
- Proactive management of offers to customers and control of staff training in the front office.
Main features of the module:
- Built-in tools for creating and approving new loan products
- Maintain the requested and approved parameters of loan products;
- Automation of selection and fixing of tariffs;
- Collateral for the loan application (bail, insurance, guarantees);
Confirmation
The solution was implemented in the leading bank of Kazakhstan ForteBank (19 branches, about 100 branches, more than 9000 POS-terminals, 800 ATMs).
The implementation period of 6 months, during which no participation of vendors and integrators of interconnected products was required and the project was executed exclusively by E-Consulting and ForteBank.
☑ Find out more about the product on the official website.
At a glance
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https://store-images.s-microsoft.com/image/apps.58114.d2d05278-f32d-4e8d-b8f7-d47b8c702178.b49269be-363a-4bfe-aebb-8879ab8ad274.9c890003-2758-45a1-a4aa-6fb2da72db3a
https://store-images.s-microsoft.com/image/apps.7292.d2d05278-f32d-4e8d-b8f7-d47b8c702178.9409f0db-83b4-4cd5-9566-130271b92af7.79d8508f-0c28-4208-9a6d-c2269d81c7a5
https://store-images.s-microsoft.com/image/apps.53330.d2d05278-f32d-4e8d-b8f7-d47b8c702178.2d563ac2-9135-49bb-a85e-9894301952ad.00a88116-68c2-402b-b366-4adf280e4097
https://store-images.s-microsoft.com/image/apps.41430.d2d05278-f32d-4e8d-b8f7-d47b8c702178.2d563ac2-9135-49bb-a85e-9894301952ad.e945dde8-4feb-4a6d-9e06-3684c9127c99
https://store-images.s-microsoft.com/image/apps.18155.d2d05278-f32d-4e8d-b8f7-d47b8c702178.2d563ac2-9135-49bb-a85e-9894301952ad.b61489fb-1ee5-4938-95a5-45ad4fc4984d
https://store-images.s-microsoft.com/image/apps.61405.d2d05278-f32d-4e8d-b8f7-d47b8c702178.2d563ac2-9135-49bb-a85e-9894301952ad.c95ad32c-1d9d-4701-89a0-b97c1c347915
https://store-images.s-microsoft.com/image/apps.37306.d2d05278-f32d-4e8d-b8f7-d47b8c702178.2d563ac2-9135-49bb-a85e-9894301952ad.8549f70e-d2a3-4495-91de-e404a343fd52