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Built around a CRM core, this
important component enables you to maintain a complete dossier
of the contacts and the companies you are dealing with such
as customers, prospective clients, third parties to any loan
or investment, suppliers and service providers or your own
employees. This component along with the calculation and workflow
engines is the core of Axcess Pro Integrated Financial Product Management Solution, and the system is then extended
through the use of financial product administration functionality.
Axcess Pro Integrated Financial Product Management Solution inherently provides the default functionality
to manage standard financial products and services, however
these functions are fully end user customisable to enable
a company using Axcess Pro Integrated Financial Product Management Solution to configure and mould the system to fit
the business’s current and ever changing environment.
Axcess Pro Integrated Financial Product Management Solution has a comprehensive suite of inbuilt
functionality and tools and the capability to integrate into
existing tools such that Axcess Pro Integrated Financial Product Management Solution becomes the platform for management
of your entire business. |