Overview

An accurate and personified customer record is an essential component of any data-driven initiatives, being a prerequisite for better personalization, targeting, offer optimization, customer retention and measurement. In this respect, customer data is a critically valuable asset.

The FintechOS Customer 360 for Legal Entities digital solution offers the possibility of collecting, aggregating, and processing banking customers’ data for legal entities.

The diagram below shows the Customer 360 for Legal Entities capability to store general contact details and financial information in order to create a complete customer profile.

The Customer 360 for Legal Entities digital solution uses the information from Banking Product Factory to display the list of banking products used by a customer. Used in conjunction with Loan Management, it displays the customer's banking contracts and agreements.