Relationship Extracts For ASAPP

The Relationship Management Extracts application is designed for a Canadian Financial Institution to provide CIF, transaction, and additional data that is loaded into the ASAPP Financial Technology system for processing and analysis.

Leveraging this clean, tagged data, the ASAPP system helps each Financial Institution understand their customers/members by providing the full picture of the customers and members, combining analysis of their transactions with an overview of product line and services utilization. This leads to better strategic analytics and overall insights at both the customer/member and product line levels.
 

Key Benefits

• Ability to generate extracts on both a daily and historical basis, to help build a larger trends base for analysis.
• Flexible parameter-driven batch application components which allow full or isolated product and transaction sets to be run.
• Over 100 data fields available, including account, organization, and person-level user fields.
• Parameter and variable-driven inclusion/exclusion options that enable versatile filtering with a "soft code" approach.