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.
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;
The entire life cycle of applications and contracts of all business partners is mapped in an integrated, web-based system.
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.
All services and transactions of a partner are displayed at a glance and linked directly to further information.
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.
All users and their role-based access rights are managed centrally, and password assignment is based on the financial service provider's security guidelines.
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.
Up-to-date contract data in combination with additional contact information supports new business and additional cross-selling initiatives.
Existing information on business partners is integrated and can be analyzed in a targeted manner.
