CRM and Corporate OMS
Customer relationship management with a modular, dynamic design and graphical workflows.
Overview
The OTS CRM has a modular, dynamic design in every section. Graphical workflows, with algorithms and conditions defined by the system administrator, let an organization implement any process it needs.
It integrates with the customer portal, the central call centre, the asset management system and the SMS gateway, so customer interactions are connected across channels.
Financial institutions serve customers across portals, call centres and branches. Without one connected system, requests are lost between channels and processes depend on individuals.
Capabilities
Modular, dynamic design
Every section modular and dynamic.
Graphical workflows
Processes designed as graphical workflows.
Administrator-defined logic
Algorithms and conditions set by the administrator.
Any process
The organization can implement any process it needs.
Customer portal integration
Connected to the customer portal.
Call centre integration
Connected to the central call centre.
Asset management integration
Connected to the asset management system.
SMS gateway
Messaging through the SMS gateway.
Built for
Works with
Shared foundations
- Role-based access control, segregation of duties and maker-checker approvals
- Complete audit trails across financial and administrative actions
- Encryption in transit and at rest, secure APIs, monitoring and operational logging
- Deployment in your data centre, private cloud, locally hosted, managed or hybrid, chosen module by module
Questions about CRM and Corporate OMS
What is CRM and Corporate OMS?
Customer relationship management with a modular, dynamic design and graphical workflows. The OTS CRM has a modular, dynamic design in every section. Graphical workflows, with algorithms and conditions defined by the system administrator, let an organization implement any process it needs.
What problem does CRM and Corporate OMS solve?
Financial institutions serve customers across portals, call centres and branches. Without one connected system, requests are lost between channels and processes depend on individuals.
Who is CRM and Corporate OMS built for?
CRM and Corporate OMS is built for asset managers and financial institutions with customer portals and call centres.
Which OTS products does CRM and Corporate OMS work with?
CRM and Corporate OMS works with OptimumIB Investor Portal, Portman Universal Asset Management and BPMS Workflow.
Can CRM and Corporate OMS be deployed in our own infrastructure?
Yes. OTS products can be deployed in your own data centre, in a private cloud, in a locally hosted environment, as a managed service where regulation permits, or as a hybrid, chosen module by module.
How can we start with CRM and Corporate OMS?
Most engagements start with a half-day discovery session, followed by a demonstration on scenarios that look like yours and a scoped pilot with a fixed timeline of 30 to 90 days.