Partner Management

Manage all business partners centrally and transparently with a sophisticated rights and roles concept

Partner management is one of the central functions of the Credit Management System (CMS). Powerful customer relationship management functions are available for this purpose, which map all relationships in real time. The linking of powerful system components to form a holistic information platform allows a 360° view of business partners, such as customers/consumers, banks and their employees, brokers, trading partners and their sales staff, manufacturers, insurance companies or service providers.

The Partner Management module thus forms the basis for the interaction of all CMS processes and procedures by providing all the necessary information: This ensures consistent new customer acquisition, long-term customer loyalty, optimum customer orientation and maximum exploitation of customer potential.

Key features of Partner Management

Onboarding, management and control of business partners

Search for existing partners
Convenient, workflow-oriented selection of business partners via defined search parameters and preset filters, e.g. for due activities;
Central administration
Central administration of all business partners (natural and legal persons) with contact, address and master data as well as supporting plausibility checks;
Freely definable roles
Freely definable roles and links for displaying relationships between business partners in relationship trees (1:1, n:1, 1:m, n:m), e.g. borrower units, corporate groups, risk groups with recording of participations and shares;
Detailed access control
Detailed access control to the CMS functions by assigning rights via rights groups and password guidelines;
Management of payment transaction accounts
With our solution, you can manage the payment transaction accounts of your business partners; these can be differentiated, for example, according to payment, commission, subsidy and redemption accounts, mapping of all SEPA requirements;
Rating and KYC check of business partners
Automated rating taking into account qualitative and quantitative criteria (hard and soft facts), integration of external rating engines and credit reports, integrated decision and prolongation management;
Activity management
Activity management for marketing and sales actions, partner-related actions for rating, decision and processing of e.g. credit lines, follow-up and resubmission functionality;
Definition of credit lines
Definition of credit lines, framework conditions and parameters for managing business processes;
Central overview of services
Central overview of all services (offers, applications and contracts) of a business partner;

Benefits

Consistent system

The entire life cycle of applications and contracts of all business partners is mapped in an integrated, web-based system.

360° view

Master data is recorded and maintained centrally. Flexible search functions and predefined filters facilitate research and selection. The interaction of powerful components on a holistic information platform allows a 360° view of the business partners.

Clear presentation

All services and transactions of a partner are displayed at a glance and linked directly to further information.

Intelligent relationship management

Partners are linked to each other via an intelligent relationship logic and integrated into a hierarchical structure. A relationship tree shows the roles and relationships of each business partner. Business partners are only created once, duplicates are recognized and consolidated.

Individual rights management

All users and their role-based access rights are managed centrally, and password assignment is based on the financial service provider's security guidelines.

Efficient activity management

Financial service providers and their partners can initiate and track marketing and sales campaigns for selected target groups. Partner communication as well as credit decisions and processing are also supported.

New sales potential

Up-to-date contract data in combination with additional contact information supports new business and additional cross-selling initiatives.

Productive sales management

Existing information on business partners is integrated and can be analyzed in a targeted manner.

Case Study

TARGOBANK Autobank creates process efficiency with TABEA 2.0

Since its market launch in 2015, TARGOBANK Autobank has quickly established itself as a highly competitive automotive bank in a highly competitive market. Since then, it has used the CMS Credit Management System to manage sales and purchase financing processes in a fully integrated, web-based and modular system - end-to-end. Changes in customer behavior and increasing demands on user experience also mean that the systems in use in purchase and sales financing have to be constantly adapted. A modernization of the solution was also on the agenda at TARGOBANK Autobank.

Read the case study.

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Case Study

New savings bank solution for modern sales financing

As regional market leaders, savings banks must constantly defend their share of the consumer credit business. For Ostsächsische Sparkasse Dresden 's business, it was important to respond more quickly to requests and process them smoothly - with processes free of media discontinuity for all parties involved and many years of experience in integrating OSPlus into the existing IT landscape. Together with NAVAX, it has created an innovative solution for sales financing at the point of sale that gives it a clear market advantage locally and generates attractive revenues. The application is also available to other savings banks as an out-of-the-box solution.

Read this informative field report.

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Whitepaper

Equipment Finance: investment financing at the next level with a state-of-the-art end-to-end IT solution

Investment financing is a cornerstone of competitiveness for manufacturers in many industries. With Equipment Finance from NAVAX, you can fully digitalize all financing processes - for goods of all kinds. The solution paves the way to sales financing - as an end-to-end solution that can be integrated into your existing IT landscape or via modular business services, depending on your needs.

Read this white paper to find out how you can benefit from this.

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Case Study

Building society savings: Process analysis in preparation for a system introduction

Securing the future in terms of competitiveness requires efficient, modern processes and optimal system support. The consultants of NAVAX analysed and optimized the business processes of an international building society for greater user-friendliness, efficiency and compliance.

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Solution Paper

Expert know-how for future-proof solutions

Together with experienced consultants from NAVAX, you can ensure that your strategies and processes are geared towards future challenges. We not only deliver position papers, but also support you in the identification, direction finding and concretization of the fields of action as well as their implementation.

You can find more information on the process, methods and benefits of our consulting services in this solution paper.

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Case Study

Success story of abcfinance GmbH: Successful with HENRI

Our solution: HENRI for Leasing.

Time and cost savings through a fully integrated solution,
Web portal for the integration of partners and brokers,
Use of a single software for all core leasing processes.

Read about the challenges faced by abcfinance, the solution and the collaboration between NAVAX and abcfinance in this user report.

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Case Study

Maximum flexibility for Honda Bank

End customers want quick credit decisions. With the Intelligent Decision Automation solution, Honda Bank has implemented a flexible framework for processing all risk-based decisions in order to be able to react faster and more effectively to changing customer and regulatory requirements in the future.

Find out how Honda Bank benefits from the solution in this case study.

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