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Finacle finanz tools are available under a variety of architecture and technology options:
Embedding finanz tools within a Customer Relationship Management (CRM) desktop can also add a new and stimulating dimension to the sales process, one that directly engages prospects and customers to a level not previously achievable. By connecting finanz tools to lead and opportunity development, the tools can naturally support each of the stages of progressing sales from initial enquiry, through illustration, quotation, re-illustration right through to application taking. CRM integration also enables customer specific results to be stored and applied to other purposes such as pre-populating application forms, assessing credit risk, and preparing personalised letters and statements. | ![]() |
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