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  CEMax Finance
 
About CEMax Finance

Based on CEMax CRM Suite, CEMax has developed a comprehensive finance operating CRM solution, the CEMax Finance CRM. Organizations like Banks, Insurance companies, Investments houses etc, can utilize CEMax Finance as a “One Stop Shop” for their customer wise financial operations. CEMax has acquired vast knowledge concerning the processes and regulations that are unique to the financial vertical market. Issues like the “Bachar reform”, risk management (VAR or STD), pension consulting support system, provident funds and investment portfolios regulations, are being monitored by CEMax’s financial experts and systems analysts. This acquired knowledge is processed into operating processes that are implemented in advance at CEMax’s customers systems, so when these regulations become valid, our customers are already prepared for it. CEMax finance combines advanced CRM abilities together with operational finance functionalities like:


Full customer’s financial view – financial information concerning the customer (investment portfolios, provident funds, trust funds, etc) is gathered from different sources like banks files and operational systems. This information is processed and unified and then presented as a 3600 view.

Splitting banks files into separated accounts – banks files contain all the data in one file. Customers may have accounts in several banks. CEMax finance splits the consolidated files, calculates yields and consolidate all the information from all sources, pre customer..

Feedback to banks about incorrect or erroneous customer details – the above process reveals discrepancies and fault data that must be resolved. The system checks the data in the banks files and resend discrepancies report.

Documentation of consulting conversations – according to latest regulations consultants must document all their financial recommendations. CEMax finance provides a powerful documentation and archiving tool that makes this process easy and secured.

Customer preservation processes- Based on CEM paradigm, CEMax Finance helps the organization to detect customers who are not satisfied and may withdraw their account and put their money somewhere else. This early information allows immediate counter response to preserve the customer rather than addressing him after he has made the move.

Pension consulting support system that manages the process where banks are acquiring information concerning the customer who need pension consulting from banks.

Incentive system - a system that can absorb all kind of contracts and commissions’ types, simulates how sales efforts and contribution affect personal compensation and income.

 

 

 

 

 


 

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