Dashboard

1
4
5

NOTIFICATIONS See All

AC

Alice C. left a comment.

1 hour ago

JS

Joshua S. left a comment.

1 hour ago

AC

Alice C. left a comment.

1 hour ago

AC

Alice C. left a comment.

2 hour ago

AC

Alice C. left a comment.

5 hour ago

User Name

Hello Relationship Manager

Smart-Qlient

Next-Generation Sales, Relationship and Financial Management Solution (RMS)
A Client and Banker Engagement, Communication and Collaboration Solution

Financial, Repository and Data Management Solutions (RMS)

Client Priorities - Data Management Solutions

Client Issues

Write, track and maintain a running list of critical client related Issues, and manage issue resolutions. These may be issues by the bank or its services that have impacted the client.

(Active)

Financial Management Solutions

Client and Banker Engagement, Collaboration and Communication Solutions

Digital Platforms for Relationship Managers, Product, H.R., Marketing,
Business Intelligence and Corporate Strategies Group.

Artificial Intelligence Powered Solutions

A Comprehensive, Intelligent and Analytical financial, relationship,
sales and call planning solution

Mobile IQ/Mobile CRM

Capture, track and maintain critical client and competitor data, then create a Digital Picture and Graph of each client’s banking structure, relationship and financial structure “automatically”. This solution also provides critical AI data elements.

(In Development)

Relationship IQ

Comprehensive AI Enabled Call and Relationship Planning predictability solution to assist, optimize and automate the sales, relationship and financial management process for Relationship Managers across the bank.

(Coming soon)

Automated and Interactive TM Client Presentations

Create and maintain TM Client presentations automatically each month for each client, and for the banker to use as needed.

(Coming soon)

SMS Messaging Solutions

“Engage with your clients like never before”
SMS Messaging and Communication Patented Technology for Financial Institutions.

SMS Messaging

Personalized Messaging Platform for banks. Utilized for direct and secured communication with clients including automated, targeted and customized messaging, alerts, notifications, reminders, approvals and authentication.

(Active)

Certified Emails

Registered email is an electronic mail that provides evidence of the sender, message, attachments, addressee, and delivery. A digitally signed and time-stamped document includes all the technical evidence of the communication process, making it a reliable proof of communication.

(Active)

Marketing Campaign

Campaigns: Engage your consumers with dynamic content that drives higher conversion. Personalized Content: Create individual experiences that reinforce the relationship with your consumers. Multi-channel Personalized Messaging: SMS, Video, Images & Web

(Active)

eKYC Online identity validation

Identity validation and digital certificates are key to online identity verification. By collecting customer information, eKYC enhances security measures, prevents fraud, and ensures compliance with legal and ethical requirements, ultimately contributing to safer identity validation

(Active)

2-Factor Authentication

Two-factor authentication (2FA) is a security process in which the user provides two different authentication factors. A One Time Password (OTP) randomly generated and available upon request, sent to the user by SMS and used together with his identifier and password.

(Active)

Consumer and People with Disabilities Solutions

A perfect solution for consumers and also for Financial Institutions.

Relationship Manager and Client/CFO Community Network