Prosper CRM & Touché CRM
#1 CRM for Value and ROI in the Australian and US Customer Owned Banking Sector for over 25 years.
Identify, Acquire, Satisfy and Retain Customers
Our Clients
Personalise the Customer Experience with a Single View of the Customer
Fast and efficient service with the personal touch is all possible by having everything you need at your fingertips. A complete picture of every customer interaction, their account balances, enquiries and application history, follow up activity, campaigns, feedback and correspondence.
Unlock your Core Banking System
Real-time integration into your core banking system means you have instant access to customer information and can deliver a superior customer experience. Instantly access account details, joint account owners, balances, messages and warnings, and conduct customer identify verification.
Be Compliant and Competitive using Open Banking Capabilities
Drive the Open Banking opportunity by instantly accessing information on your competitor products and services, get to know your customer in more detail, provide better service and process applications faster.
Know Your Customer
Quickly and efficiently identify your customer, carry out a customer needs conversations, monitor their financial status,
assess risks and deliver a better customer experience. Flexible know your customer processes with
automated completion based on Open Banking information.
Web Enquiry to Customer Service
Representative in Seconds not Hours
Web Enquiries are captured at the source, whether this is via your website, advertisement landing page or a customer service representative using a tablet.
The rules based engine then allocates the enquiry to the correct team and representative, ready for actioning.
Efficient Case Management and Workflow
Manage cases, requests, collections, feedback and complaints with the Solvit Case Management system. It is the workflow engine for ad-hoc cases and requests. At every step in the process you can capture, allocate tasks, escalate, resolve and report on your performance.
API Integration for a Superior Customer Experience
Integrate all your systems using our suite of integration API’s. Enabling real-time access to customer information
needed to deliver a superior customer experience and better decision making.
Service Customers faster and more securely
The modern user interface is designed for Windows 10 makes it faster to service customers, more secure and flexible. It operates on any almost any Microsoft Windows device and screen size, giving your team the flexibility to work on the right device for their role.
#1 CRM for Value and ROI in the Australian and US Customer Owned Banking Sector for over 25 years