Axcess Relationship Manager – Keeps You in Front

To implement any core business software solution a financial services business has to be sure that it will provide benefit over and above any expenditure required to deploy and maintain the solution in the long term. When you choose Axcess Relationship Manager (ARM) you know that you will be in front,

in front of your customer more often,
in front of the competition,
in front on return.

Stay in Front of your Customer

ARM is a complete solution for any financial service and/or product provider, able to be customised to suit the most simple or most complex products and relationships your business offers. By mapping your business processes and policies into the ARM system, you can not only ensure they are being followed but you can rely on the system to do the work for you - thus ensuring repeatable quality services and allowing you to spend more time in front of your customers.

For example: “Northern Home Loans”, a mortgage lender, decides that in order to minimise its risk, they will track a borrower’s insurance policies. Traditionally tracking this across a large customer base was a costly and time consuming task, causing many lenders today to choose not to do it at all.

Using ARM, Northern Home Loans needs to simply set up the process of capturing the insurance details against the loan at the time of “borrowing" and set the policy expiry date, and the system can be configured to automatically alert the lender when the policy is due to expire.

Stay in Front of your Competition

With the financial products and services industry changing rapidly, new products and services are required to be taken to market with a minimal lag from inception to market readiness. Built on the latest technology ARM enables you to easily build the capability of handling new products and services into your business environment to keep ahead of your competition. While they spend 6 months catching up, you’ve already taken the next step forward comfortable in the knowledge that your back end systems are ready to cope with innovative and profitable new services.

With this sort of power in your hands your systems will not hold you back from your full market potential.

Stay in Front with BIG Returns

ARM can significantly reduce the cost of management of a financial products portfolio by breaking the linear relationship between staff and growth. By combining several products into one integrated system ARM provides you with the tools you need for your business now and offers the ability to be customised to suit the expansion of your company. Utilising ARMs flexibility, decisioning and automated features allows your business to grow without significant growth in employees and the associated costs.

Customer Relationship Management (CRM)

Most lending systems record very little about the client – many have no client database at all! ARM is built around a CRM system, so that you can store all the relevant information on not only your clients but also your investors and service providers such as brokers, valuers, solicitors and insurers, etc. With this database you can construct any relationships that exist between these parties by linking them to a financial product such as a loan, investment or other service. In this way you create a relationship map for each customer, and can review historically against any relationship or service. With this sort of data at your finger tips you can easily review complex relationships and hidden information about loan portfolios, or search and filter on any attribute within the system.

Repeatability, Quality, Accuracy

Many of the automated decisioning systems only deal with the loan application process i.e the decision to accept the application or not.  ARM allows you to map all of your processes, policies and rules for the complete life cycle of the loan. Thus you can be assured that your procedures are followed in a quality and repeatable manner. As there is no need for separate databases and bespoke solutions for other products, you minimise data entry, reduce errors and provide all the necessary information for your staff via one single interface.

By taking advantage of the Document Repository you can scan and store all your documentation online and enable retrieval of these documents in any location without having to run to the filing cabinet.

Axcess Relationship Management is without doubt the best value for money financial product portfolio management system on the market. ARM has the competition out-muscled when it comes to functionality and flexibility, at a fraction of the price of other systems on the market today

• Bring a new financial product or service to market quickly
• Improve your processes and customer service levels without hiring more staff
• Enforce your business policies and rules creating consistent decisions
• View your entire business
• Significantly Reduce cost of management
• Break the linear relationship between staff and growth
• Understand who your customers are & what business they are doing with you

Want to know more? Please contact us