ARM Functionality
Axcess Relationship Manager (ARM) is a complete financial product and services management system built around a comprehensive customer database relationship management tool. ARM is shipped with inbuilt functional modules to enable you to manage standard financial products and services from day one, but is also capable of managing any financial solution due to its flexibility and its ability to be configured to suit your specific needs. In addition, to achieve this business specific customisation you do not need to relay on the costly resources of a software developer - ARM is designed to allow the end user organisation significant independence.
Built around a CRM core, this important component enables you to maintain a complete dossier of the contacts and the companies you are dealing with such as customers, prospective clients, third parties to any loan or investment, suppliers and service providers or your own employees. This component along with the calculation and workflow engines is the core of ARM, and the system is then extended through the use of financial product administration functionality.
ARM inherently provides the default functionality to manage standard financial products and services, however these functions are fully end user customisable to enable a company using ARM to configure and mould the system to fit the business’s current and ever changing environment.
ARM has a comprehensive suite of inbuilt functionality and tools and the capability to integrate into existing tools such that ARM becomes the platform for management of your entire business.
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