Our in-house Banking and Collection management is a state-of-the-art solution, easy to deploy, customize, integrate, and upgrade within the current banking environment.

The solution can be deployed in all types of banks with the best usability seen in the investment banks for the insight views on the status of the customer. It doesn’t end on just the previews related to the payment updates, rather it gives a 360-degree view of the relationship status with the customer.

Data is now said to be the most valuable resource, but data without the means to understand it is useless. Convergex’s solution gives you insights related to the data, and the analytics required to not only manage the financials but also the clear path for banks to marketing.

Call Center Integration

  • Call Center Agent desktop
  • Inbound/Outbound calling
  • Central interface to view/add customer Requests
  • Complaints, Leads
  • Perform online bank transactions and other service requests
  • Customer Services Management
  • Customer/Non-Customer complaints
  • Inquiries, Deals, Bank Accounts
  • Customer requests approvals i.e. ATM Card Delivery/Replacement
  • Cheque Book Request
  • Balance Certificate
  • Pay Order, Demand Draft, and other services
  • Collection Management
  • Loans Aging
  • Collection cases distribution
  • Case Monitoring
  • Collection activities tracking
  • Collection Notices