Prosper CRM & Touché CRM
#1 CRM for Value and ROI in the Australian and US Customer Owned Banking Sector for over 25 years.
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.
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.
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.
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.