Mobile
MobileRMS is a native iPad app that enhances the overall Customer Experience while also improving Bank Sales staff efficiency. The solution allows the Bank Sales staff to document a sold deal with the customer at the Point of Sale. Key setup information for each product that makes up the deal is quickly captured (e.g., Product/Sales Checklists), and custom documents are generated with customer signature captured on the iPad. All information is securely transmitted to the FMR’s Client Onboarding Platform at the Bank, with instantaneous confirmation to the customer and immediate commencement of the customer onboarding process.
FMR’s MobileRMS allows sales officers to complete call reports, implementation requests, ’Know Your Customer’ (KYC) profiles, pipelines, and setup forms on the iPad. Custom agreements are presented on the iPad for customer electronic signature, significantly shortening the onboarding process and accelerating the time to revenue. MobileRMS is a “game changer” in that it improves the customer experience while also increasing sales productivity. It further addresses one of the biggest delays in implementation – customer signed agreements!
KEY FEATURES INCLUDE:
SETUP FORMS
Setup Forms for the capture of product specific setup instructions and details for all your products and services, customized to your unique requirements.
KNOW YOUR CUSTOMER PROFILING
Detailed KYC Profiles designed around the compliance needs of the bank.
ELECTRONIC SIGNATURE
A Document Facility for creating legal agreements, exhibits, and setup related documents with electronic signature on the iPad. The facility allows for dynamic data substitution into document templates, based on the data content collected in the Setup Forms.
CALL REPORTS
Call Reports track every sales related client interaction, with quick and easy capture of sales call details.
OPPORTUNITY MANAGEMENT
Sales Requests document the details of the opportunity, including all the products and services requested by the client.
PIPELINE MANAGEMENT
Pipeline Management tracks the anticipated revenue for each product and service in the deal with estimated sale date and probability of closure.
AVAILABLE PLUG-INS and INTEGRATION OPTIONS:
FMR SYNC
Allows for synchronization of data between the Mobile Platform and the Enterprise Platform with secure messaging, launching client onboarding workflows automatically and keeping your data up to date.
FMR’s MobileRMS allows sales officers to complete call reports, implementation requests, ’Know Your Customer’ (KYC) profiles, pipelines, and setup forms on the iPad. Custom agreements are presented on the iPad for customer electronic signature, significantly shortening the onboarding process and accelerating the time to revenue. MobileRMS is a “game changer” in that it improves the customer experience while also increasing sales productivity. It further addresses one of the biggest delays in implementation – customer signed agreements!
KEY FEATURES INCLUDE:
SETUP FORMS
Setup Forms for the capture of product specific setup instructions and details for all your products and services, customized to your unique requirements.
KNOW YOUR CUSTOMER PROFILING
Detailed KYC Profiles designed around the compliance needs of the bank.
ELECTRONIC SIGNATURE
A Document Facility for creating legal agreements, exhibits, and setup related documents with electronic signature on the iPad. The facility allows for dynamic data substitution into document templates, based on the data content collected in the Setup Forms.
CALL REPORTS
Call Reports track every sales related client interaction, with quick and easy capture of sales call details.
OPPORTUNITY MANAGEMENT
Sales Requests document the details of the opportunity, including all the products and services requested by the client.
PIPELINE MANAGEMENT
Pipeline Management tracks the anticipated revenue for each product and service in the deal with estimated sale date and probability of closure.
AVAILABLE PLUG-INS and INTEGRATION OPTIONS:
FMR SYNC
Allows for synchronization of data between the Mobile Platform and the Enterprise Platform with secure messaging, launching client onboarding workflows automatically and keeping your data up to date.