A platform system must
be able to handle customer account opening with speed, accuracy,
and efficiency. The NSS PERSPECTIVE Platform system streamlines
the account opening process by offering real-time processing with
the host, offline processing, prompts to complete the account opening
process thoroughly, and data feeding from the optional Sales Module.
These features provide the options CSRs need to quickly open new
accounts and present a professional image to the customer.
Benefits:
- Enhance Branch Productivity
- Cross Sell Products
- Improve Customer Service
- Provide uninterrupted customer service
- Reinforce efficient
work habits
Interfaces:
- Real-time
access to online check ordering – interface
to Deluxe, Harland, and Clarke American
- Risk
management services available through ChexSystems new account
verification
- Interface to Experian fraud protection
- Wolters
Kluwer (formerly Bankers Systems Inc.) state compliant forms
System Features:
- Easy to learn graphical user interface
- “Notebook widget” makes
navigating through new account opening process quick, easy
and professional.
- Real-Time
CIF Retrieval and Update
- Data Retention and Duplication
- Data Storage and Recall
- Multiple Account Relationships
- Sales Information Gathering
- Account Maintenance
- Administrative Functions
- File transfer capabilities
- Financial advisory calculations
- Complete new account and loan
origination functions
- Ability to customize bank specific truth and savings disclosures
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