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
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
The system integrates with the CRM to load customers’ information, complaints, pending requests for different applications, etc.
Manage clients visits and calls
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
-Customers’ Calls
- Customers’ Visits
- Customers’ Complaints
- Pending Customers’ CRM Requests
- New Customers
- Potential New Customers
- Potential Leaving Customers
BI Analytics for KPI’s
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
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
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.
