Axcess Pro Integrated Financial Product Management Solution Functionality

Service View

Imagine your loan or investment product. Imagine all the data you need to collect for this product (contact details, product details, security, policy data etc), the workflow you need to manage the life cycle of the product (background checks, insurance details, expiry dates), and all the supporting documentation and communications required as well.

Now imagine all of this contained in a simple to use and automated screen which steps your staff through tasks and activities to ensure that your business policies are adhered to and the customers are serviced correctly, while all the time protecting the interests of your business.

Got all that? – Well that is what we call a Service View.

Axcess Pro Integrated Financial Product Management Solution is delivered with many default Service Views, such as Loans, Investors and General Ledger, but with our “Service View Tool Kit” you can create and manage your own business specific Service Views.

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

© 2005 Axcess Americas, LLC.