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CAA™ View 360° is the browser-based solution that allows a full view of all your customer relationships. View 360° provides authorized bank personnel the
ability to view account-level information and generate reports. Easily sort data by cash management
activity, revenue, product, etc. Account officers and senior management love this!
- Immediately spot valuable information on customers, relationships, the bank or holding company
- Avoid customer conflicts by reviewing changes before they are sent
- Identify customer banking patterns that have changed to optimize opportunities
The View 360° modules:
- Modeling - Successfully acquire new accounts with this tool. Your calling officers will have the ability to show potential
customers the value of banking with your institution. Modeling provides pro-forma statement models for prospective clients. Use Modeling
with or without CAA™ to win new clients, or propose new pricing to existing clients.
- Active Views:
Several categories of reports are available with user controls to meet your needs:
Account Exceptions: reports for service-price exceptions, permanent/temporary waivers, and recurring fees
Account Performance: reports showing variances, monthly profitability, monthly service-level trends, and to identify cross-sell opportunities
Current-period operation: reports for current-period waivers, discounts and fees due
- Statement Viewing - give authorized personnel the ability to view account-level information:
View statements from any place, any time over the Internet.
Have immediate access to statements (no need to wait for paper statements).
Access prior-period statements (serves as an electronic archive).
Present analysis statements in support of clients and bank officers, expedite receiving
payments and avoid paper delivery...
Don't hesitate to set up an online demonstration to explore how View 360™ can bring value to your organization.
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