ACCELERATED GROWTH

Trinity Cross-sell ModelerTM: Derive maximum value at every customer touchpoint by cross-selling products that map to past and peer behavior. Combine the power of big data, white space analysis and predictive analytics to match offers with customer needs.

Referral Management: Track and manage referral programs.

CRM

Seamlessly integrating with your core and all other systems, CRMNEXT provides work simplification, robotic automation and immediate results for both team members and customers. The codelessly configurable platform removes complexity from transforming the customer experience across both assisted and digital channels - recalibrating the potential for financial institutions to grow productivity, assets, profitability, service and innovation.

Ideally suited for institutions over $1 billion in assets looking to increase share of wallet and share of market. Accelerate asset and deposit growth, expand up-sell and cross-sell, andtransform onboarding and service operations.

Customer ManagementIncludes all features in Smart Start, plus:

Account Onboarding: Automate and streamline the account opening process by integrating all systems including core, back-office, document management, eSignature, etc. Eliminate screen hopping and duplicate entry of information. Get rid of irrelevant fields for account titling, minimizing the possibility of errors, resulting rework and potential compliance problems. Reduce account open time by an average of 80 percent.

Advanced Case Management: See case histories and past interactions to make issue resolution easier. Decrease turnaround times with straight through processing for common service request types. Accommodate up to ten more complex case work flows.

Voice of Customer Surveys: Build surveys and get customer feedback.

Reach us at:Ph: 833-CRM-NEXT (Toll Free)info@crmnext.com| www.crmnext.comB highimpactcrm.com | L @crmnext

CRM

Customer Management

Target vs. Achievement: Assign and track sales targets. Visualize progress and performance.

Analytics

Built-in Connectors: Easily connect with a with a variety of third-party applications such as eSignature, identity verifications and Wolters Kluwer for a frictionless experience

Integration

STEP 2: KYC

STEP 3: ADD BENEFICIARIES

STEP 5: DOCUMENTATION

STEP 1: CUSTOMER DIRECTORY

STEP 6: SET-UP SERVICES

STEP 4: PRODUCT

On-boarding in minutes is a simple 6-step process