Customer Base

Consolidate the most informative customer history for the fast, high-quality and targeted customer service.

Key features

• maintaining of centralized customer base with distributed access to data and distributed services of customer different products between bank employees
• maintaining a database of third parties - potential customers of the bank
• data preparation for financial monitoring and customers analysis, also for successful marketing campaigns

Thanks to the centralized customer base and efficient approach to service bank manager does not need to: 

• perform fragmentary actions - client session passes all phases of the process
• check all products on the availability of future payments - autoremind service
• customer hold for new product advertising - easy to offer new items in the process of communication
• prepare separate documents for each transaction - one package of documents for the entire session service

Сlient in the focus of manager's attention - such approach personalizes banking services and service time is reduced significantly.

Transactions. Accounting Core

Automate bank employees regular actions and minimize routine operations by means of effective built-in tools:

• set comfortable accounting models
• optimize the process of accounts opening and maintenance
• route the payments
• organize system workflow
• control financial flows

Accounts

CS B2 provides ample capabilities for managing accounts; optimize the processes of accounts opening and maintenance by means of:

• business events automatic processing' tools
• pass-through network of interaction between customers, accounts, products
• flexible account management
• reliable control mechanisms over account turnover
• and many other capabilities

Our automation tools facilitate the work of the bank staff.

Documents

Clear organization of workflow and universal accounting modeling tools cover a constant need for corporate and private business service speed up.
Maximum automation and business processes improve increase bank efficiency and enables to assess advantages at all levels:

• optimize the accounting and operational costs of the bank
• quickly create, manage and archive large amounts of documents, reduce the number of manual operations
• service delivery speed up and generation of products for clients
• effectively control the correctness of operations performing and adjust operational errors in time

Key features

• batch and individual generation
• flexible document routing
• document storage and processing
• document correction and special processing
• financial workflow - control of financial flows, powerful capabilities of verification, authorization
• built-in analysis tools and document events logging

Operations

The most valuable factors when customers perform cash and non-cash transactions are - speed, highest reliability level and maximum convenience.
Unlimited capabilities of the B2 most popular banking services implementation - powerful technical basis for a potential increase of transaction volumes and qualitive development of banking business:

• operations with cash currency and bank metals
• non-cash transactions
• cash service operations
• bank cards service, interfaces with various card systems support