автоматизированная банковская система

Картотека 2

Автоматизация работы с платежными требованиями

Kizen Marketing Cloud

Требования

Требования

Ручной ввод требовании; Ручной ввод отзывов требовании; Санкционирование/коррекция/отказ требовании и отзывов ИР; Формирования/списания требований; Загрузка скан-файлов в «Хранилище документов».

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Activity Dashboard

Easily prioritize your day and week.

Ensure every member of your sales team knows exactly what to do each day with a customizable list of all scheduled and recommended touchpoints. Close more deals, maximize effectiveness, and give prospects and customers the amazing experiences they desire.

Scheduled Activities

Ensure nothing slips through the cracks.

Team members can easily schedule reminders and future activities in 3 clicks. Activities can also be scheduled automatically through sales automations to ensure all team members are following up consistently. Scheduled activities will show up on the activity dashboard, and optionally can send email or text reminders.

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Autofill, Rules, & Dynamic Tag Fields

Features that save time and create better data.

With Kizen, team members never have to enter data twice. If a field is already filled out, the value will autofill on the activity and can easily be updated if needed. Rules can be used to show fields only when needed - streamlining the experience for the team. Dynamic Tag Fields allow the sales team to auto-complete common entries and is specifically designed to help companies extract more insights from their data.

Комиссии

Unified views for every person and company you know.

Easily store everything important about the people and companies your team interacts with. Contact info automatically rolls-up to display on companies, while deals show up on relevant contacts and companies.

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Action Block

Take action easily.

The action block is designed to put the actions your sales team needs most front and center to maximize efficiency. Add notes, send texts and emails, log and schedule activities, and start automations with just a click.

Timeline

See everything that’s happened at a glance.

The timeline stores the complete history of every contact, company, and deal. You can easily see all the activities, emails, texts, forms, web and app interactions, survey results, automations, payments and orders, ad clicks, events, and field updates in chronological order.

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Associations & Ownership

Make sure everyone gets credit.

With Kizen, we know that teamwork makes the dream work. That’s why instead of just doing ownership, we also do team member associations. Through this, you can easily see all of the people working with a specific contact, company, or deal. This info can also be used in automatic reminders or to trigger follow-up.

Unlimited Contact & Company Custom Fields

Easily store all relevant data.

Kizen comes out of the box with all the standard fields you’d expect. You can easily add an unlimited number of custom fields and organize them into the categories that make the most sense for your business. Kizen offers 11 primary custom field types: text, files (no max size), radio buttons, dropdown, date, long text, whole number, decimal number, price, email, checkbox, and 2 special field types: relationship fields and dynamic tag fields.

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Relationship Fields

Intelligently track every relationship.

Relationship fields allow you to track the relationships between Contacts or Companies and other Contacts or Companies that aren't in an employer/employee relationship. The relationship field type is best to be used when you need to filter by or capture specific relationships (i.e. attorney, fund manager, accountant, or franchises, referrer).

Unlimited Customizable Pipelines

Блокировки

Easily see the status of every deal with fully customizable deal pipelines. Get notified if deals get stuck in the process. Track win/loss rates, average time to close and time in stage, and intelligently forecast revenues. Build an unlimited number of Kizen pipelines customized to work exactly the way your team does with a simple visual interface.

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Deals

Everything for every deal in 1 place.

The deal timeline allows you to see all activity, correspondence, and interactions related to a deal. In addition, you can log activities, add notes, store any relevant data, see which team members are working on the deal, set likelihood to close percentage, and see which contacts and companies are involved. Deals allow for an unlimited number of custom fields so you can track all relevant data.

In-App Collaboration

РПРО

Отзывы РПРО; Возвраты РПРО; Журнал регистрации РПРО.

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счета

Счета

Открытие/закрытие банковских счетов; Уведомление и подтверждение об изменение счетов; Закрытие счета более одного года без движения; счета исключения.

Обмен данными

Обмен данными

Журнал входящих запросов; Журнал исходящих ответов; Ручная обработка.

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Ensure Best Practices & SLA Compliance

Ensure prospects and customers always receive an amazing experience.

Build out standard operating procedures and automate the management of those using Kizen’s automated sales goals. With these goals in place, you can have Kizen check to ensure your sales people are following up properly, staying active, and making sure that no client falls through the cracks. Kizen can send reminders to your team, and notify management if action isn’t taken as required.

Внутренние платежные Требования

Внутренние платежные Требования

Список Банков Загрузка счетов из БВУ Просроченные займы Отзыв ПТ

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АИС ОИП

Интеграция с АИС ОИП (Министерство юстиции)

Запросы МЮ, Аресты, Отзывы арестов, Инкассовые распоряжения, Отзывы ИР

Электронное взаимодействие

Электронное взаимодействие

Электронное взаимодействие с БВУ (двухсторонее) по направлению запросов о наличии счетов и платежных требований, Электронное взаимодействие с КГД по направлению запросов о наличии счетов, выписок, Электронное взаимодействие с БВУ по ЭДО ДБЗ и платежных документов Обработка данных полученных из терминала: определение формата файла, парсинг полей и запись в целевые таблицы (РПРО, требования, запросы, реестры и т.д.).
Прием и отпрвука 7z,zip файлов по каналу Фасти Потоковая загрузка входящих файлов от БВУ, КГД и МЮ, Выгрузка исходящих файлов, Архивация исходящих файлов, Обработка pdf, tif файлов

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Уведомления

Уведомления

Формирования уведомлении о получении/возврате ПТ/ИР/РПРО/отзывов, формирование ответов после обработки входящих файлов, формирование списка открытых/закрытых счетов и выгрузка в терминал.

Данные

Данные

Обновление данных по счетам клиентов, расчет и передача внебаланса по картотеке в АБС, получение данных о текущем ОД и выгрузка календаря рабочих дней. Создание справочников валют, КНП, КБК с обновлением информации из АБС

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Интеграции

Интеграции

АБС Колвир, АБС WAY4, Active Directory (Kerberors), SAP, ЭХД, Архивные БД АБС, Фронтальные системы банка, Терминальная сеть

Справочники

Справочники

Справочники

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Аналитика

Аналитика

Конструктор отчетов, групповые отчеты

Админу

Админу

Пользователи, Роли, Полномочия, Ограничение по регионам,матрица доступов

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