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For efficient administration of business partners
afb Partner Administration
Professional customer management and sales and marketing campaigns have long been considered a necessity, even in the banking sector. One of the key challenges faced by Financial Service Providers is to find ways of generating growth from existing business relationships. The basis for such growth lies in business partner data and information. For productive sales controlling, this must be amenable to targeted analysis, ideally without media disruptions at its point of origin.
afb Partner Administration is an integrated CRM system within the afb Credit Management Solution. Since the software relies on a central database, users can benefit from convenient administration functions and diverse analysis options.
The linking of powerful system components to a comprehensive information platform makes it possible to gain a 360° view of any business partner. The term "business partner" is broadly defined in this context, since a business partner can assume a variety of roles such as (bank) branch, employee, dealer, agent or end customer.
Administration of business partners
afb Partner Administration allows for the central administration of business partners within the afb Credit Management Solution. All contacts are created, modified, approved or deleted in afb Partner Administration. Mandatory entry fields ensure that the required basic data is supplied.
Relationship management
Intelligent relationship logic is used to integrate partners into a hierarchical structure and link them to each other. The roles and relationships of specific business partners are displayed in a link tree.
Activity management
The "Campaigns" component provides a broad range of CRM functions for both Financial Service Providers and business partners. The system features convenient options for marketing and sales campaigns, covers partner-related activities and offers a resubmission function that is useful for tracking tasks in the credit decision and management process.
Overview of services
The service overview gives a summary of all the services provided by a selected contact. The system shows which transactions the partner is involved in and the respective role . It includes all the sales and wholesale financing applications from a partner company and its employees, as well as collateral such as vehicle registration documents.
Rights and settings
Users and their role-based access rights can be managed centrally. Password allocation is based on the security guidelines of the Financial Service Provider.
Partner company rating
All partners who enter into a business relationship with the bank (e.g., borrowers in wholesale financing) are evaluated and rated before they are allowed to submit applications.
Both qualitative (soft facts) and quantitative features such as items on a balance sheet or financial assessment of the partner company are recorded. This provides a basis for the rating and allows for partner assessment through the integration of an external rating engine.
Request a partner management brochure
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