شركة الخدمات الآمنة لصناعة البرمجيات
Secured Services Systems

Relationship Management System

 

RM

RM management system designed to monitor and analyze the performance of the relationship officers in the bank by specific key performance indicators, announced well to their top management, in order to help them taking the proper business decision and building the strategic plans for the department. This is through interactive and advanced business intelligence analytical tools, reports, and dashboards, to check and manage the target achievements cross the business year.
The system provides notification engine for RM officers to track and monitor the behavior of their customers such as change
status, expired ID, current outstanding balance, complaints, etc.
RM system provides comprehensive set of reports helps the relationship officers to track information’s about customers’ visits,calls, CRM issues, etc.

Features

RM KPI’s Management

line-sign

The system provides the users the ability to manage modified monthly-based KPI for RM department, upload manual KPI daily data, upload daily achievements transactions for specific KPI manually or automatically through dynamic files loader, and viewing these informations in interactive and business intelligence analytical mode.

Integration with CRM system

integration

The system integrates with the CRM to load customers’ information, complaints, pending requests for different applications, etc.

Manage clients visits and calls

rm-clients

The system provides the ability to add, edit and manage the customers’ calls and visits, as the system declares monthly-based scheduled visits and calls based on the customers’ segments.

Reports: shows the Terminals information

rm-reports

-Customers’ Calls
- Customers’ Visits
- Customers’ Complaints
- Pending Customers’ CRM Requests
- New Customers
- Potential New Customers
- Potential Leaving Customers

BI Analytics for KPI’s

rm-dashboard

The system allows the user to build his own reports chart and data dashboard, he can also drilldown and analyze the achieved KPIs data cross specific set of dimensional data like area, branch, customer, etc.

Notification Engine for RM

notification

The system provides notification engine for RM officer such as:
i. Complaints.
ii. Expired ID.
iii. Expired ATM.
iv. Customer’s status.
v. Current outstanding balance.
vi. Segmentation.
vii. Pending Requests.
viii. Customers’ visits and calls.
ix. New customers.

System Administration

rm-admin

The system provides the admin user to manage the following:
i. Relationship officers’ KPIs targets.
ii. Loading the achieved data for relationship officers’ KPIs.
iii. Manage customers calls and cisits.

Our Partners
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Headquarter

Jordan – KSA