VIDEO
×
JS
CSS
DESCRIPTION
CAN.FI.CMA

Orders placed by yourself through electronic banking or implementation with the help of an employee in a branch is always an opportunity to build another good experience for your client. Ensure the choice of the form that the client wants to use, and the rest should be carried out through standardized processes that guarantee the execution of the case on time and optimize the profitability of the operation and the entire bank. Meet the expectations of customers and make it easier to place another order by selecting information from the previous history of cooperation

OPT_DESCRIPTION_01

Provide your employees with a tool for effective and immediate control of the situation so that they can immediately react to situations when the client's order cannot be carried out. Maximize customer profit and satisfaction thanks to the information received directly to the desktop to react and recover completion of the transaction with the customer. Manage information about cash levels in branches, emergency transport parameters or planned payments to secure the facilities for effective customer experience management. The standardization of an operation is simple information for the client, how it will be handled and the new employee will be able to perform it just a few moments after getting acquainted.

OPT_DESCRIPTION_02

Collect and analyze data through the system that will be used to optimize cash and transport. Ensure the liquidity of the unit by forecasting the cash level taking into account periods of shutdown, increased and decreased demand for cash resulting from history and concluded contracts. Reduce costs and increase profits by automatic selection of transport when defining the order - let the goal always be to increase the competitiveness that you will achieve in the long term by reducing the TCO (total costs of ownership).

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OPT_DESCRIPTION_03

One-time data entry or complete information about the customer are the advantages that you will achieve by integrating the application with other banking systems. Information on accounts and cashiers will remain in full compliance with the flow and security of information.

The possibility of integration with the documentation circulation system may also affect the implementation of additional requirements that may be made during the transaction, e.g. attachments regarding consents, transfer of changes in the regulations. On the other hand, the application may signal the status of the task, which will trigger process in the documentation workflow.

FREE CONSULTATION

BENEFITS
Benefits
  • Savings thanks to maintaining optimal cash levels in the branch,
  • Optimization of transport through automatic connection with the compliance of routes and dates of transport,
  • Liquidity thanks to the optimization of stocks and the ease of handling emergency supplies,
  • Stock control from the central cash management team
VIDEO
FUNKCJE [DESK] CSS
FUNCTIONS
Functionalities
  1. 1
    Forecasting
  2. Forecasting

    Create forecasts based on historical data, planned outages and planned orders.
  3. 2
    Orders and operations
  4. Orders and operations

    • Customer orders with conversion in a branch or directly in the counting house
    • Standard and emergency department orders
    • Buying and selling cash
    • Deposits and withdrawals directly at the branch
  5. 3
    Transport
  6. Transport

    The ability to combine for the same direction and day allows savings in operating costs.
  7. 4
    Reporting
  8. Reporting

    Possibility of reporting in any dimensions thanks to the built-in Business Intelligence module.
  9. 5
    Monitoring
  10. Monitoring

    Signaling deviations from the assumed plans through notifications and reports sent to an e-mail box.

Forecasting

Create forecasts based on historical data, planned outages and planned orders.

Orders and operations

  • Customer orders with conversion in a branch or directly in the counting house
  • Standard and emergency department orders
  • Buying and selling cash
  • Deposits and withdrawals directly at the branch

Transport

The ability to combine for the same direction and day allows savings in operating costs.

Reporting

Possibility of reporting in any dimensions thanks to the built-in Business Intelligence module.

Monitoring

Signaling deviations from the assumed plans through notifications and reports sent to an e-mail box.
CONTACT
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