Excellence Through Your Client Relationship

Transcription

1 xcellence hrough Your Client Relationship

2 Partnerships: Logitas is an escrow agent, partner of oftware editors and users, to design, control and preserve accurate deposits of sources. Contact: For any additional information please contact your account manager or send an to:

3 n s u r e C l i e n t s a t i s f a c t i o n b y delivering professional services. J i w a y i s a l i m i t e d c o m p a n y created in 2003 under the law of Grand Duchy of Luxembourg. Jiway has a long expertise within the f i n a n c i a l s o f t w a r e a n d e s p e c i a l l y i n the field of top quality Client Reporting Management, as well as in Client Data & Relationship Management, and thus commercializes, develops, services and supports both mpressio and Kynox solutions. Jiway is an international company having clients all over the world. J i w a y a l w a y s c o n c e n t r a t e s t o p r o v i d e flexible core business solutions that evolve according to clients needs and expectations. Your benefits K Y X now your customer our customer feels like a privileged customer avigate rapidly via intuitive and graphical web browser interfaces ffer the bank an extensive tool of communication and services c e l l e n c e t h r o u g h p r o f e s s i o n n a l i s m, r i g o r, q u a l i t y a n d b u s i n e s s process monitoring

4 fficient communication is vital to the success of your business. oday, financial industries recognize how important is to know about y o u r c u s t o m e r s ( K Y C ), h o w i m p o r t a n t a r e l e g a l and compliance functionality, how important is to make sure client risk and profiles are well d e f i n e d a n d h o w i m p o r t a n t i s t h e w h o l e c l i e n t i n f o r m a t i o n a n d r e l a t i o n s h i p h i s t o r y. Quality of services delivered as well as productivity will therefore obviously increase drastically due to reliability of collected information. he Kynox Client Data / R e l a t i o n s h i p M a n a g e m e n t suite allows also the organizat i o n t o m a k e c l i e n t s f e e l t h a t e a c h o f t h e m i s a u n i q u e a n d privileged customer.

5 Client Data and Relationship Management earch earch engine: engine: will be at your disposal in ord e r t o f i n d o u t r a p i d l y a c l i e n t r o o t, a m o r a l o r p h y s i c a l p e r s o n or a contact point. From there, you will be allowed to navigate and retrieve any further relevant information for which you are authorized to. Facility to open different search windows simultaneously. 1. D y n a m i c c l i e n t r o o t t y p e s m a n a g e m e n t ( P r i v a t e, C o r p o r a t e, B a n k, n s u r a n c e Company ) 2. Moral and Physical p e r s o n s d e f i n i t i o n a s p a r t i c i p a n t s w i t h i n a c c o u n t s t r u c t u r e a s a r o l e. U n i q u e n e s s o f d a t a d e f i n i t i o n i n separate database Prospect Management a Business case b Potential expected funds description c Prospect profile d Feeder information ( e x t e r n a l a g e n t, notary ) Restricted access to roots and pers o n s i n f o r m a t i o n by Work Group (Pool of commercial users, department ) 5

6 5 5. Dynamic relations management and Pivot relation table with dynamic roles attribution. a Record any relation b e t w e e n c l i e n t r o o t a n d participant(s) ccount Holder, Power of ttorney, Beneficial wner, ignatory, Director, dministrator. b Record any relation between client roots Parent/Child c Record any relation b e t w e e n p a r t i c i p a n t s belonging to different account structures i s t e r, F a t h e r, B r o t h e r i n L a w, o n, D a u g h t e r, Cousin, Friend

7 scheduler tool for events and tasks management vents & asks vents & asks management: management: ne shot tasks Recurring tasks (for instance Birthday, regular review with client ) Workflow tasks Decision engine P o s s i b i l i t y t o l i n k t o a J o u r n a l ( w i t h pre-defined questions optionally-tored in a template) Marketing events organization Centralized management per event Planning: Planning: Planning tool User preferences > Date filtering (verdue, all dates, between two dates) > t a t u s f i l t e r i n g > asks grouping facility H i e r a r c h y o f u s e r s d e f i n i t i o n (ccess to tasks) ask assignment to different recipients a s k r e - a s s i g n m e n t t o d i f f e r e n t recipient(s) ask follow-up and Control ask status modification and autom a t i c / o p t i o n a l j o u r n a l p o p - u p ( w i t h p r e - d e f i n e d t e m p l a t e o p t i o n a l l y )

8 utlook utlook synchronization: synchronization: Complete synchronization for tasks and calendars Warning / lerts via s Client journal: journal: Client Journal of Contacts management History & Follow-up of relationship Visit & Contact log Minutes of meeting or Commercial Presentation Possibility to link to doc u m e n t a t i o n ( x c e l, W o r d, Ppt ) ttachment to any event/ task which needs to be recorded

9 he Kynox C D / R M d a t a b a s e l o c a t e d i n a stable and secured environment is accessible via open and modern Web browser technology. powerful search engine will find out the requested relationship information and will display them in a visual tree structure together with an initial dashboard summary view. From there and through an intuitive and user-friendly graphical interface, the account officer or eventually any comm e r c i a l p e r s o n b e l o n g i n g t o a n authorized pool of management will be capable to navigate rap i d l y i n o r d e r f i r s t t o i d e n t i f y a client and afterwards to deal w i t h h i m / h e r i n a p r o f e s s i o n a l manner. C D H B R D l i e n t M a n a g Root P R F L G M D L e m e n t Pr i v a P r o s p t e, C o r p o UD / RCG e c t M a n a g / / e m e n t D y n a m i c ccount Holder, Proxy, ignatory, Root and / CRYP / CURY P L G P P L V R C H G r a t e, B a Dynamic relations C C P n k, D y n a m i c R o o t ypes n s u r a P D n c e... Parents Child D C U M R C H V G J U R L

10 R e l at i o n Beneficial, wner, Director... M o r a D y n a m i c relations l P H y s i c a l Persons L G L C V K R L F C L D Friend, cousin, sister V MRG CRL FLLW-UP / / Persons M G M W R K F L W R V C V D C R F R C M he Kynox Client Data / Relationship Management modules gat h e r a n y u n i q u e a n d s e n s i t i v e d a t a b e l o n g i n g t o a n i n d i v i d u a l, e i t h e r a moral or a physical person, associate them to a root structure, private or corporate, with a userd e f i n e d r o l e a n d f i n a l l y a r r a n g e t h e m w i t h i n a t r e e s t r u c t u r e v i a d y n a m i c r e l a t i o n s. h e s o l u t i o n also allows prospects management with business case and opportunities information.

11 now Your Client Dashboard: Dashboard: s an initial result of a client search, a summary view, c o m m e r c i a l o r b a c k - o f f i c e p r o d u c t i o n, w i l l b e a v a i l a b l e directly together with important notifications and remind e r s. h e c o m m e r c i a l v i e w w i l l p r o v i d e l a s t m a n a g e m e n t o r c o n t a c t d e t a i l s, c l i e n t b a c k g r o u n d s u m m a r y a n d f i n a l l y l a s t r e l a t e d j o u r n a l i t e m s a n d t a s k s. h e b a c k - o f f i c e v i e w will display last distribution and production summary.

12 root main details: Client root main details: Client General details about the root are shown together with ccess Management rules. Participants: Participants: F u l l d e f i n i t i o n o f P h y s i c a l & M o r a l p e r s o n s. h e s e d e f i n i t i o n s i n c l u d e all sensitive data belonging to the person.

13 now Your Client of interest: Center of interest: Center P o s s i b i l i t y t o r e c o r d d y n a m i c C e n t e r s of nterest by person in a matrix with different degrees of interest. n t e r e s t i n g o l f H i g h d e g r e e o f interest nterest in classical music Medium degree of interest nterest in travels - Low degree of interest n t e r e s t i n w i n e t a s t i n g D i s l i k e with comments if relevant P o s s i b i l i t y t o t r i g g e r m a r k e t i n g c a m p a i g n b a s e d o n a n y c l i e n t information like center of interest. n v i t a t i o n t o g o l f t o u r n a m e n t f o r a l l p e r s o n s h a v i n g a high degree of interest in subject - > a u t o m a t i c m a i l i n g t o client otification-reminders: otification-reminders: m p o r t a n t n o t i f i c a t i o n s o r p o s t - i t r e m i n d e r s r e l a t e d t o r o o t s t r u c t u r e o r p a r t i c i p a n t s which will pop up when entering the relationship. post-it Wa r n i n g / l e r t s f a c i l i t y Missing / xpired documentation Reminders

14 Contact Contact Point: Point: Capability to record any elem e n t o f c o n t a c t l i k e m a i l i n g address(es), residential add r e s s, s e c o n d r e s i d e n c e a d d r e s s, f i s c a l a d d r e s s o r a fax, telephone and address for instance. Unique and complete definition of mailing add r e s s e s a s a c o n t a c t p o i n t. D u e t o t h e r e l a t i o n table, that unique definition could be used in different account structures. a. P o s s i b i l i t y t o e n t e r free format addresses b. P o s s i b i l i t y t o b u i l d standardized add r e s s e s b y c o u n t r y via template definition Possibility to link a Contact Point type mailing address and distribution to a person d directly For instance: ax report related to a person

15 C lient documentation management earch earch documents: documents: f i l t e r f a c i l i t y w i l l a l l o w t h e u s e r to retrieve document type for a certain client root between specific dates or with a given reference number. convention: Legal convention: Legal Possibility to record any exist i n g L e g a l C o n v e n t i o n t o g e t h e r with signature details and expiry date. Fax or convention Hold mail convention nternet convention

16 Documentation & Documentation & rchiving: rchiving: Facility to arrange arc h i v i n g o f a n y d o c u m e n t part of the history between the organization and an individual under a root. hese could be automatically stored in a folder leaf of the dynamic tree view structur e. s e a r c h e n g i n e a l l o w s a s w e l l t o r e t r i e v e e a s i l y s o m e s p e c i f i c d o c u m e n t ( s ) w h i c h c o u l d b e n e e d e d for legal purpose (for instance duplicate of an already delivered statement of account). h e r e a l s o e x i s t s a p r o c e s s a l l o w i n g t o a u t o m a t e scanning and indexation of external documents provided with an XML description. Manual upload of documentation to link to an existing definition utomatic ndexing according to pre-defined rules (XML metadata) emi-manual tool to index unmatched documents

17 pen system ervices ervices Management: Management: Facility to gather information from different sources ntegrity of collected data through internal validation rules XML integration as standart interface udit logging Workflow Management: Workflow Management: Workflow management to harmonize and regulate standardized procedures within a professional organization uite of Business ervices (eries or Parallel) Monitoring workflow activity > Graphical representation of ctivity ssistance mode to take action of any failure XML integration Log tracing Decision ngine Workflow Wizard Wizard facility: facility: tandardize main procedures within an organization ccount opening Data collection L e g a l d o c u m e n t s g e n e r a t i o n a c c o r d i n g t o root type and language d canning of signed copy back into the Client Documentation archiving nterface to core Banking pplication

18 P rospecting Prospect Prospect management: management: Leads management Business case Potential funds Profiling xternal agent information Pipeline: Pipeline: Leads management Lead background Financial product Lead expected funds rack lead lifecycle Lead progress (percentage) Lead status Lead success measurement MCQ MCQ facility: facility: Multi Criteria Query ctivate pre-defined queries r i g g e r i n g o f p r e - d e f i n e d business services Mass mailing Marketing campaign -mailing

19 R ich graphical interface p l i t s c r e e n s d e s i g n t o s h o w m a x i m u m o f i n f o r m a t i o n w i t h f l e x i b l e a n d v i s u a l t r e e v i e w s t r u c t u r e t o f a c i l i t a t e intuitive navigation a Client root view b P a r t i c i p a n t ( s ) v i e w w i t h t h e i r r e s p e c t i v e role(s) under the structure c Contact Point(s) & mailing distribution view

20 ecured architecture ncryption - ncryption - udit/racing: udit/racing: ensitive physical Client Data encrypted via strong software algorithm. Certificate delivery to avoid unintended replication of system. Facility to access confidential data when authorized. ime-out facility. 4-eyes principle. Full audit/tracing of user actions. L e g a l & C o m p l i a n c e i n t e grated tool to review audit traces. Black & White list embedded in solution. he Kynox CD / RM is a valuable suite of solutions allowing the organization to make clients feel that each of them is a unique and privileged Customer.