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To remain competitive in today's marketplace,
financial institutions must offer customers a secure way to access their
balance and transaction information over the Web.
intelliTRAN™ Customer Service provides an interactive means for
your branches, customer service intermediaries, and clients to access
statement, transaction, and balance information on-line, in real-time
and the ability to launch investigations directly into your exception
processing system.
For global correspondent banks, clearing firms, treasury operations,
and asset managers, the platform contains library of standard templates
and business processes to provide a complete research repository for the
investigation and exception management of instructions, settlements, advices,
and balances. Customer service is extended internally across the enterprise
to operations, cash and collateral managers, customer service centers,
and externally to an institution's counterparties and clients.
The application permits secure access to information both from within
and outside an institution, incorporating SWIFT's XML structured Query
and Response messages to expedite exception processing over IP-based networks,
such as SWIFTNet.
Interactive Self-Service
intelliTRAN CS provides an interactive user experience. Not only can your
customers view their information on-line, they can self-resolve inquiries
by integrating with your investigations processes and communicating with
your investigations staff to launch an investigation, view case status
and case correspondence, and, ultimately, resolve cases more quickly and
effectively.
Streamlined Processes Improve Efficiency
This streamlined approach to customer service and exception processing
reduces your back-office costs and improves efficiency. Your customers
will be able to lower their financial risk as well by improving their
exception processing in two ways -by self-resolving their inquiries through
access to transaction information and by improving communication with
your exception processing solution and/or investigations staff. Exceptions
are identified and resolved more quickly, reducing the time an item remains
outstanding and reducing risk significantly.
Both banking and securities service providers and their customers face
gains in productivity and reduction in costs and risk-streamlining processes
in a push toward STP.
Raising the Bar on Customer Service
Meet the Demands for On-Line Information
Users can log-on to research their statement and transaction data in
real-time, launch queries if they require further information, and check
the status of the investigation.
Full Drill-Down Functionality
For further information, users can drill-down to more granular information
and can continually reference all related transaction lifecycle history.
Integrate Your Investigations Processes
intelliTRAN CS integrates seamlessly with intelliTRACS® (exception
processing) to enable customers to make inquiries and to directly launch
investigations. If your clients need further information or wish to
initiate an investigation, they can simply click to send a message to
the intelliTRACS solution for immediate case initiation and investigation.
intelliTRAN CS can also interoperate with your in-house investigations
processes and web overlays. The Exception Processing engine within intelliTRACS
then automates the process workflow of researching, reasoning about,
and resolving these exceptions based upon your institution's best practices
workflows.
Balance Reporting
intelliTRAN CS offers cash and collateral managers real-time balance reporting
to enable better funding decisions and liquidity management for reduced
risk. Correspondent banks can expose their organization's transaction
information to other branches for an immediate view of cash positions
and can also offer this service to their customers-exposing each organization's
respective balances to their own cash and collateral managers.
intelliTRAN Customer Service extends STP outside of your organization,
to your customers:
Provide Your Clients and Branches With:
- Access to full statements, line-items, and transaction details via
the Web for research
- The ability to drill-down to more granular information
- Automated investigations launching and status tracking
- Balance Reporting for a real-time view of their cash and collateral
positions to enable better funding decisions
Research Multiple Transaction Sources Over the Web:
- Clearing/settlement messages
- Payments & payment history
- Cash letters & cheques
- Incoming electronic orders and advices to receive
- Outgoing advices and statements
- Balance reporting
Formats Supported:
- XML
- ASCII
- SWIFT structured messages
Some of the Markets We Service:
- Correspondent Banks
- Global and Local Custodians
- Domestic Clearing Banks
- Private and Retail Banks
Other Solutions:
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