Axcess Pro Integrated Financial Product Management Solution Functionality

Collaboration, Task & Document Management

Axcess Pro Integrated Financial Product Management Solution also has the flexibility to allow the user to create “template” documents in Microsoft Word. The templates may include marketing documents, letters of offer, contracts and legal documents all of which can be maintained and managed by the user organisation. The document management functions contained within the Axcess Pro Integrated Financial Product Management Solution provides you with comprehensive control over your documents.

Axcess Pro Integrated Financial Product Management Solution allows you to create letters and documents, using a template or not, and the documents are AUTOMATICALLY indexed for searching, saved and linked to the appropriate client, loan or investment record and can be viewed on line or printed as required.

If you view any client/contact record you have immediate access to all linked documents via the Documents Tab. Scan in any externally created documents, link them to the client, loan or investment and they are added to the document tab for automatic retrieval.

Store letters, correspondence or documents in the database and link them to the contact/client, loan and/or investment.

Task Management
Axcess Pro Integrated Financial Product Management Solutions has a task management or a “to do” function which allows you to create task lists that are linked to employees, contacts/clients and products. Tasks are created and prioritised by contact/client, start date, end date, completion date and task description. A task can be created manually or appear in the task list as a system generated entry, triggered by workflow position, document production or transaction processing.

Email
Axcess Pro Integrated Financial Product Management Solutions links to Microsoft Office and Microsoft Outlook which allows documents and/or messages to be sent to contacts/clients or other users. At any time you can transfer received emails from your Microsoft Outlook inbox and link them to a client/contact record to provide a comprehensive online history of contact with a client/contact.

Axcess Pro Integrated Financial Product Management Solutions
"Tomorrows Financial Product Management Solutions, Here Today."

© 2005 Axcess Americas, LLC.