Catalyze your growth with our innovative features

FEATURES

Customer 360

Get a 360-degree view of each individual customer or account with our Customer 360 feature. It gathers data from multiple sources, compiles
it in one place, and presents it in an easy-to-consume manner, providing every user of the product with an in-depth view of a customer’s account history and preferences.

Cash Optimization
Our Cash Optimization feature uses AI models and your cash history logs to create accurate predictions for cash demand by branch, helping the bank optimize cash usage and address any shortages or surpluses.
Campaigns
From retention to selling a new credit card, all initiatives require a campaign management dashboard to run from. Our Campaigns module allows you to add the list of recipients, outline the purpose of the campaign, and assign it to relevant resources within your team.
Cross-sell & Next Best Offer
Interception at the right time is important, but it is also vital to sell the right thing to the right customer. Our AI tools work hard to suggest the next best offer for each customer, increasing the chances of successfully cross-selling a desired product.
Location Intelligence
Use our cutting-edge Location Intelligence module to detect untapped businesses near your bank’s branch. Create campaigns and leads to attract new clients in the most effective way.
Lead Capture
Whether you want to generate new leads or create a lead from an existing customer, our Lead Capture module has you covered. Coupled with Customer 360 and Customer Profiling, it provides an expansive view of your customers and helps you decide which lead angle to pursue.
Data analytics
Understanding and optimizing sales cycles is crucial for revenue growth. Connect360, powered by analytics, enables effective analysis and data-driven decision-making. The data can be viewed through detailed product reports and dashboards.
Use Cases
Customer Personalization
Connect360 empowers banks to deliver tailored experiences by leveraging customer profiling, multi-platform data synchronization, and a Customer 360 dashboard.
Manage Cash Flow and Prevent Cash Loss
Efficient cash management is crucial in the banking industry to maximize operational efficiency and ensure customer satisfaction. Connect360, equipped with AI predictive models, enhances cash management by providing valuable insights and forecasts.
Predict Customer Lifetime Value
Connect360 offers features such as activity trackers and lead management dashboards to optimize prospecting efforts. It also facilitates collaboration among sales teams.
Track And Prevent Attrition
For all financial institutions, tracking churn and managing customer retention are crucial for growth and profitability. Connect360 equips banks with powerful features to address these needs.
Prioritize High Value Customers
For banks, prioritizing leads and optimizing conversion rates are crucial for revenue growth. A tailored Connect360 solution can streamline lead management and enhance conversion opportunities.
Run Auto-Triggered Campaigns To Reduce Dormancy
Efficiently onboarding new clients is crucial in the competitive banking industry. Connect360 revolutionizes client onboarding by leveraging advanced lead capture techniques.
About Connect360
Connect360 is a platform that aims to transform how banks leverage their data, improve operational efficiencies, implement customer-centric strategies, and ultimately achieve sustainable growth in todays’ fast paced banking industry.
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