Open Solutions Business Intelligence & Marketing

CRM/BI.

Information is powerful. Detailed, reliable information translates into competitive advantage and higher levels of profitability.

For financial institutions, the ability to collect valuable raw data and transform that information into business intelligence used to grow relationships and improve the bottom line is a key differentiator in determining an institution’s financial success.

Our CRM/BI tools give you access to rich and robust data that you can leverage to analyze data, generate reports, distribute knowledge and improve profits through targeted relationship marketing.

At the heart of every successful business intelligence initiative is the quality of the data collected.

At its core, DNA™ collects customer information that is cleaner, far more extensive and more perfectly reflective of the customer’s relationship with your organization than any other core platform.

This superior data is summarized, run through profitability and householding algorithms, and organized, which provides true intelligence for your financial institution to access.

Our CRM/BI products use the same market-leading Oracle® database as DNA, allowing seamless integration between the real-time analytics of core data and trending abilities of a historical data store.

The report writers and publishing tools are easy to use and deliver unparalleled data accessibility within your organization while still protecting your customer and account data from inappropriate use.

Our CRM/BI solutions empower you with market-leading technology and business strategy that will help you separate your financial institution from the competition.

  • Simple to use wizards allow novice business-line staff to interact with data, answer vital business questions and generate rich and valuable reports
  • Enhanced marketing functionality enables your institution to understand an entire household’s relationship, trend historical data, measure profitability, and create and track targeted campaigns
  • Point-of-service access allows front-line managers, lenders and staff to analyze important marketing data while working with customers
  • Real-time distribution of your proprietary reports, charts and graphs promotes sales and use of services, minimizes financial risk, improves service and efficiency, and maximizes return on investment
Details of our CRM/BI offerings are available by reading about DNApublisher™, DNAreport™, DNAopendata™ and DNAmarket™.