DATA CONNECTOR

Integrations with Core Banking Systems, Card Management Systems, Data Warehouses and MIS platforms are handled through Data Connector for customer and product portfolio analysis.

WORKFLOW ENGINE

Automated process workflow setting up based on a wide spectrum of attributes and SLA monitoring with activity scheduling is enabled through built in Workflow Engine.

TOUCH-POINT MANAGER (TPM)

Integration with a wide array of customer touch-points to consolidate and monitor customer engagement journeys are facilitated through TPM Module. TPM primarily facilitates a diverse set of ticket types including but not limited to Service Requests, Complaints and Inquiries, which can be tracked and escalated as per the process requirements of the respective organization. TPM also encapsulates the Customer 360 to consolidate and illustrate the single click view of an individual customer essentially comprising of personal information, product and service engagements, leads, tickets, special notes and analytics.

SALES CANVAS

Entire lead origination, allocation and subsequent conversion jouney tracking with sales funnel monitoring is enabled through Sales Canvas. Module also empowers all stakeholders in the sales journey to monitor the performance and to make timely decisions without ever having to leave their workstation. Setting up of customer communications via SMS, Email and omni-channel platforms with multi-lungual configuration is also a key function of Sales Canvas.

MARKETING

Customer segmentation based on a wide array of attributes, which can be frequently synchronized with primary data source and creation and execution of marketing campaigns on pre-defined customer segments is the primary role of Affiniti Module. Module also encapsulates Social Media channel aggregation and monitoring with a snapshot dashboard for decision makers to optimize their campaigns.

CROSS-SELLING AND UP-SELLING

Solution enables product and service bundling for chosen customer segments, which can identify customers those who are eligible for cross selling and up-selling campaigns with automated outbound campaign channeling for easy tracking and conversion.

ANALYTICS

Affiniti delivers a wide spectrum of Dashboard representations for Sales and Marketing managers to monitor the progress and performance. Solution also comprises of a pre-defined set of reports, and also integrates with Jasper Reporting Tool to enable dynamic reports. However, if required Affiniti can be integrated with existing BI Tools of Client organization.

MOBILE AGENT

A platform agnostic mobile app to empower field agents to monitor and track their sales, while on the go.