Solonis FI
Solonis FI is an automated sales management, relationship management and marketing performance system that uses the latest Microsoft .NET technology while integrating with popular core processors, teller platforms, new account software, loan systems and MCIFs. This proprietary software, designed in collaboration with market leading banks and credit unions, has been specifically tailored to the daily work patterns of tellers, call center operators, bankers, CSRs and branch managers.

Solonis FI Features
Solonis FI has been designed with the following features:

  • Contact Management

  • A Single Aggregated View & Profile of Each Customer

  • Sales Force Automation & Opportunity Management

  • Automated Referral & Alert System

  • CSR New Account Opening System (With Cross-Sell Recommendations)

  • Task Reminders With Automated Work Flow

  • An Innovative Screen For Tellers (With Prompting & Scripting)

  • A Wide Variety of Reports

  • A State-Of-The-Art Intelligent Decision Support System

    • - Business Rule Engine For Decision Making

    - Propensity & Predictive Models

    - Quasi-Real-Time Data Mining & Business Intelligence

  • Embedded Customer Strategies & Action Plans



Solonis FI Benefits

  • Identifies Attrition & Diminishment Suspects

  • Routes Referrals & Alerts To Most Qualified Sales Person

  • Tracks & Reports In Real-Time

  • Creates Referrals & Alerts – Ensuring No Opportunity Is Lost

  • Enriches Referrals & Alerts – Using Customer Strategies

  • Integrates With Incentive Systems

  • Identifies Highest Leverage Referral & Alert Activities

  • Alerts Staff Of Attrition Suspects

  • Alerts Staff Of Cross-Sell Opportunities

  • Delivers Actionable Customer Strategies

  • Captures Buying Signals

  • Tracks Every Step of The Sales Process

  • Measures Results in Real-Time


Functions
Solonis FI is the only automated sales management, relationship management and marketing performance system designed to help employees Sense and Respond to critical life, financial, service and marketing events. Each event triggers an alert or referral. Solonis FI creates, manages and measures each alert and referral.

  • Alert & Referral Creation

    • - Monitor | Capture | Enrich

  • Alert & Referral Management

    • - Prioritize | Assign | Route | Notify | Deliver

  • Alert & Referral Measurement

    • - Track | Measure | Report