Customer Connection™ is a self-service, customer-facing portal that manages electronic data capture, reminders, workflow and reporting between the customer and the institution. It provides a web portal destination that engages customers to interact with the institution through a secure and convenient web interface.
Customer Connection delivers electronic notifications reminding customers to provide the institution with financial and document updates. Customers utilize the institution’s web portal, which is branded to match their existing web presence, to securely post their financial documents, data, and supporting schedules required for loan, audit or tax compliance. The system alerts the relationship manager or CPA when the information is received, and can deliver the data to internal systems automatically (credit system, audit / tax systems). Data provided to the institution through Customer Connection is synchronized with Portfolio Connection to increase the value of customer analysis and industry reports. In addition, Customers can access dashboards, industry benchmarking trends and other valuable reports and deliverables published to the Customer Connection portal.
Aside from internal uses within the institution, the system offers significant value to the business customer. Graphical representations of a company's financial position are prepared in an instant and presented to the customer via deliverable reports and presentations so they can better understand how they are performing. Reports compare the company to others within its industry or of a similar size reveal insight by illustrating how the company’s performance compares to its peers.