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| CustomerCentral Account View |
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This powerful application consolidates data internationally from more than 6,000 institutions in the U.S., Japan, Canada, Latin America, Australia and the UK, to provide the end user and Financial Service Provider (FSP) a comprehensive view of the customer's total portfolio.
Key advantages
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Leverages the same FSP OFX data that Quicken and QuickBooks use. |
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Deployed at and used by some of the largest FSPs in the U.S. |
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Provides enhanced cash management tools and alerts to your customers, delivers expense categorization for all transaction account types, and tracks account balances and net worth over time. |
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Allows customers to share their portfolios with investment advisors. |
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Encrypts and stores all data in the CustomerCentral Enterprise Server for access through a Web service XML interface, or through customizable JSP pages. |
Benefits to your customers
Your customers are able to see their complete financial pictures on your Web site, making it the center of their money management activities.
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Convenience: Consolidated view of all financial accounts. |
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Fraud protection: Alerts and activity reporting. |
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Data security: All data is stored on your premises. |
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Spending insights: Categorizes expenses and displays spending charts to help your customers determine how much money is being spent in a particular area. |
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Convenience: Consolidated view of all financial accounts saves your customers time normally spent visiting each of their financial institutions' Web sites. |
Benefits to Financial Service Providers
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Cross-sell opportunities: Consolidated data may be used to identify and satisfy your customers' needs. |
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Customer retention: Having a comprehensive view helps you deepen relationships with customers. Advanced cash management tools enable your customers to see their complete financial picture on your Web site, making it the center of their money management activities. |
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Easy implementation: CustomerCentral provides easy integration points, including the "on us" data and a secure and seamless Web front end. CustomerCentral is 100% Java, leveraging the commercial and open source application servers for reliability, scalability, and management. |
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Adds value to other applications:
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Bill presentment. Account View consolidates bill information from the top biller Web sites. |
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Wealth management. Automates the private banker or advisor data input role with automatic feeds. |
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Internal or affinity aggregation. Consolidates information from many internal systems or affinity Web sites into your home banking application, all in an automated, reliable fashion. |
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Added benefits of using other CustomerCentral modules
Coupled with CustomerCentral ACH Transfers, a customer's portfolio becomes consolidated and seamless, as the customer can view and move money freely between their accounts, regardless of the institution.
Detailed information
Accurately consolidates balance and transaction information from more than 6,000 institutions, leveraging the identical OFX data as the customer's Quicken or QuickBooks software.
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Alerts on specific transaction values, balances or descriptions. |
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Transaction categorization and reporting. |
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Support for offline account data via custom data entry. |
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Balance by account and net worth tracking and reporting. |
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Equities rollup report. |
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Extract, Transform and Load data mining tool to allow the safe movement of data to the FSP data warehouse. |
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End-user segmentation is supported to allow creation of sales campaigns by segment. |
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CSR view of client data (if permission is given). |
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Advisor view and export capability. |
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Key CSR and administrator reporting features and functions:
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End-user activity by date range or discrete download, including errors. |
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Modifiable logging level by user or partner (for multi-bank implementations). |
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Billing report. |
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Extensive and configurable logging and reporting. |
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Built on the CustomerCentral Enterprise server, which provides key infrastructure for the application, including:
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Hardware Security Module (HSM) for FIPS 140 level 3 encryption support, the same as ATM PINs. |
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Flexible integration methods, including an XML interface or JSP pages, with every page being an entry point into the application. |
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Consolidated administrative interface with extensive logging and reporting. |
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An optional and extensive data warehouse as a stand-in data source or middleware. |
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Talk to an Expert |
Call 650-944-3555 to learn more about what CustomerCentral can do for you!
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Live Online Webcast |
| Risk Reducer 101 |
| Learn how Risk Reducer allows Financial Service Providers (FSPs) to dramatically reduce ACH transaction risk and cost. |
More Information
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