Finance

Whether you are a private bank, wealth manager, a retail or universal bank or an asset manager, your customers expect a high level of service, on site and online. How you communicate through the documents you send them must reflect your values and corporate image. The question of how to provide quality services to customers while controlling costs is thus unavoidable.

As an integrated front-office solution, the Web MozaIK suite improves the quality of your documents and facilitates the highly personalized management of customer relationships. MozaIK can equally be used in the design, production, distribution and archiving of any type of document under your own branding. Some of our finance customers have also chosen our MozaIK CRM solution to automate the account opening and on-boarding processes or as a tool to manage full KYC and support their marketing activities.

With the OMS modules of MozaIK Front-Office suite you create very high quality management reports,  generate multi-provider account statements, establish tax reports or build customized reporting. Reports are generated either on demand or on a regular basis; they can then be posted on an extranet or automatically sent to customers through various channels (email, mail, fax, website, mobile devices, etc.).

Developed to comply with a changing regulatory landscape under a highly secured environment, the CRM functional modules of the MozaIK suite cover all the relevant functions of Relationship Managers, whatever the size of the institution. It is designed to help you better manage your customers’ needs, preferences, motivations or lifestyles, to provide you with appropriate tools to carry on personalized relationships and privileged interactions and to deliver quality reporting outlining your corporate image.

 

Key features of the MozaIK software suite specifically apply to the finance industry:
    • Creation, generation & distribution of reports under several formats and channels, aligned with your corporate image,
    • Management of a fully secure data center to store all documents exchanged with customers and suppliers,
    • Customer Profiling : going beyond KYC compliance requirements to fully catch the business potential of the relationship,
    • Construction of a complete, intelligent and interactive MozaIK CRM in order to support marketing and cross-selling operations,
    • Advanced monitoring of rules and workflows and traceability offered by audit tracks,
    • Legal archiving.