Customer information storage | bpm'online

A single contract database

Manage all contracts in a single registry: review the terms of the agreement, find linked contracts and additional agreements in one click, initial documents using pre-built business process. The system will automatically notify the managers responsible for the approval and the author of the document upon their receipt, and it will also remind the manager of the imminent termination of the contract.

A single contract database

Client’s documents

Consolidate all necessary documents in the system: protocols, acts, memos, reports. The system allows you to track versioning, a detailed history of changes and a history of activities for each document.

A single registry of bank accounts and cards

Track information about clients’ bank accounts, their status and balance. You can also see what type of cards have been issued and which accounts they are connected to.

A single registry of bank accounts and cards

Maintenance of financial indicators

Upload data on the most important financial indicators of individual customers or customer segments in different periods (month, quarter, half year, year). Compare the target values with actual financial performance, analyze information and build the most optimal strategy of interaction with customers.