Framework component

Features

Benefits

Data Capture

iApply - collects customer data accurately and efficiently, improving the customer experience and reducing costs.

• Save and retrieve functionality
• Mandatory fields, error messages and business rule validation
• Pre-qualification checklists
• Email alerts for processing staff
• Dynamically generated PDFs containing all application data

Can be used anywhere that data needs to be collected in a self service fashion:

• Account opening
• Loan applications
• Change of details
• Changing product options
• Online Fact Finds

Transforms long paper forms into simple online processes

Data state management

d2 Bank - a  data aggregation store that enables the creation of a single view of the customer.

• Centralise customer information from a variety of data sources
• Integrates data from legacy systems
• Segments customer data based on needs not demographics
• Keep track of updates through many customer touch points

• Build a single customer view
• Identify high value customers
• Indentify cross selling opportunities
• Manage data in a transitional state
• Create a single repository of information, not just a data warehouse

Data presentment

my2ic  - a secure multi-purpose dashboard for presenting data in an entitled and targetted manner

• Secure delegated authority module
• Collect and present data from a range of sources
• create targetted marketing campaigns and offers

• Allows users to give trusted third party advisors access to data in a secure manner
• Gives users a convenient way to compile a concise view of their summary "net worth" position
• give specific offers to customers based on the customer's actual (not perceived) situation

Immediacy and detail

iPublish - content management to create consistent communications - including the ability to "entitle" and "target" content

•  Single content editor across a broad range of content sites including websites intranets, portals, outbound email campaigns and logged in and entitled content
• Easy to use WYSIWYG content editor
• Consistent navigation between admin console and website
• Allows for different authority levels  - administrators, editors, writers and viewers
• Ability to manage a number of sites from one admin consoler
• Delegated authority module for different publishing tasks

• No programming knowledge needed
• Direct content to public and private audiences
• Develop branded sites for specific groups
• Update content anywhere there's an internet browser
• Meet customer needs for "immediacy and detail"
• Create targetted and value added content

real-time market research

 Live dashboards over a data stream (i.e. an online application) that can report on:

• What functions are being used
• What data is being added or updated
• What values are being entered or updated
• How long a function remains in a particular state
• How often a function is being used

•  Real-time insights into online behaviour
• Ad-hoc reports can be created "on the fly"
• Additional processing of data can be carried out via other reporting services or graphing tools
• Provides a rich data stream that can be used for:
  • marketing (behavioural insights)
  • Fraud detection
  • Automated record of advice