Customer Relationship Builder
Offering Type
- Advisory
Level
- 3 - Optimization & Custom Training
Functional Area
- Operations
Role
- Administration
- Back Office
Get ready to transform your customer relationships with our Customer Relationship Builder Session. Our expert consultants will help you create and maintain accurate customer relationship hierarchies. You’ll link related accounts, define ownership structures, and enable relationship-based servicing and reporting. Our Advisory Services CIF projects ensure a clean and consistent CIF database, meeting the demands of customer data.
In this session, we focus on thorough analysis of institutional practices and procedures surrounding name and address records. We strive to understand the technical, cultural, and logistical practices regarding names and addresses on the Premier system. We also acknowledge the environmental “upstream” and “downstream” technology stacks that depend on CIF data. Our solutions help you meet these demands effectively.
Who is this course for?
Designed for Deposit and Loan Operation Leadership, Retail Staff, and Anyone who establishes and/or changes CIF Name Records, CIF Address Records, or Portfolio Records.
Key Benefits
- Clean and consistent Relationship Builder links:
- Name to Address
- Name to Account
Highlights
- In-depth review of your institution’s customer data.
- Create and maintain accurate customer relationship hierarchies.
Take the next step in optimizing your customer data. Contact us for a custom quote and enhance your customer relationship management today!