Customer 360
Customer 360 consolidates data from core banking, telephony, email, and other systems into a single real-time dashboard, giving front-line teams instant access to a customer's complete relationship with the organisation.
From contact details and account holdings to transaction history, arrears, vulnerabilities, complaints, and recent interactions, staff gain a full picture before, during, and after every conversation — reducing system switching and improving service consistency.
An integrated Action Tracker displays targeted prompts and customer-specific actions within the dashboard, guiding staff towards the next best conversation across sales opportunities, follow-ups, regulatory requirements, and service actions.
The result is improved operational efficiency, a better customer experience, and confident, informed decision-making in every interaction.
Benefits
Single customer view — all relationship data consolidated in one place, no system switching
Real-time access — instant visibility of accounts, transactions, arrears, vulnerabilities, and interactions
Action Tracker — targeted prompts guide staff towards the next best conversation and outcome
Improved service consistency — staff are informed before, during, and after every customer interaction
Operational efficiency — reduced handling time and faster, more confident decision-making
Better customer experience — more meaningful, personalised engagement in every interaction