Understanding your account holders’ complete relationships with your financial institution is vital to retaining and building relationships.
With a customer relationship management system integrated into the core system, your financial institution is able to maintain a rich database of account holder data, corporate profiles and household information that enable you to meet account holders’ demands and expand business.
The branch automation solution DNA - Service Representative™, leverages DNA™’s relational database architecture to empower your financial institution with the knowledge that customer name and address information are entered into the database only once.
DNA - Service Representative™ features intuitive wizards that guide your staff through new account openings while automating manual, time-consuming processing such as account disclosures, Know Your Customer processes, ID and signature capture and check and card ordering.
DNA - Service Representative ensures that tasks are completed uniformly so that your staff can focus on the creation and retention of customer relationships.
DNA - Service Representative provides a complete, detailed picture of an individual’s or organization’s relationship with your financial institution, the entirety of which can be managed in one screen, including all linked deposit, loan, safe deposit and externally serviced accounts.
Our powerful DNA™ platform system enables you to add unlimited types of addresses, telephone numbers, email addresses and other contact information. All data appears in natural language with no codes to memorize.
Customer relationship management capabilities are inherent in DNA - Service Representative and include messages, cross-selling, notes and ticklers, resulting in enhanced account holder management and better service.
More information about DNA - Service Representative™ is available by contacting Open Solutions at 860-652-3155 or toll-free at 800-226-5674.