Key Benefits

  • For the Front office, Teller:

• Productivity: quick customer identification (copy of ID and signature stored on the system); quick transaction entry using context dependent pre-defined templates; user-friendly self-explanatory interface
• Customer service: answers all your questions ‒ complete customer profile in one place; improve time-to-documentation and time-to-decision indicators
• Confidence: cash account controls; human-error resistant workflow; complete log of user actions in the system

  • For the Customer Account Manager

• Flexibility: respond to your customer needs by creating customer-tailored agreements for key clients; simulate ‘what-if’ scenarios with loan and saving calculators
• Be proactive: analyze your customer portfolio daily, not monthly; keep track of due-dates as they approach

  • For the Operations Manager

• Control: have control on business rules and flows with financial product configurations and standard conditions configuration, document templates and validity periods, and business day opening/day closure procedures
• Mitigate operational risk: transaction audit; master data audit (both detective and preventive); data access authorizations; data safety on Microsoft SQL Server; stay up-to-date with Microsoft Dynamics NAV platform

For benefits for other roles within your company and for more information please download the Soft4CreditUnion broshure.

Want to become a PARTNER? Click HERE!

CONTACTS

Ms. Ugne Kontare, Business Development Manager
Mobile: +370 682 55216, Email: ugne@soft4.eu

K. Donelaičio st. 62, LT- 44248 Kaunas, Lithuania
Office: +370 (37) 752772 | Email: ask4soft@soft4.eu
Soft4 - Microsoft Partner