We ranked number two on Salesforce AppExchange

Acceinfo solution ranked number two on Salesforce AppExchange under the banking sector. Here is how it can help your business!

AcceCentric is a Vertical CRM solution for financial institutions. It provides a complete 360 degree single customer view with complete marketing, sales and service processes delivered in a multi-channel architecture.

  • Complete 360 degree single customer view for banking

  • Sales and service processes for banking

  • Marketing for banking

Single View of Customer include , Customer products, Customer profile , All open complaints and service requests , Offers, best next offer & campaigns, ongoing applications , Products eligibility, cross sell and upsell , Customer interaction capture and display.

Sales Management include Prospect capture and assignment, Opportunity capture and assignment, Structured opportunity capture, Sales process configurator, Tele-sales / Direct sales queues , Sales performance reporting.

Complaints Management include Structured complaints and SR capture , segment driven SLA , N level escalations , Automatic routing and assignment , Case process configurator , Case dashboard.

Marketing Automation include Campaign management , Campaign activity management , Campaign dashboard , Target Market List (TML) Management
Phone, SMS, e-mail, web site banner, etc.

Contact Center include IVR based authentication , 360 degree customer view popup , Tele-marketing , Disposition / wrap up codes , Unified agent desktop with single sign on.

Our solutions cover Retail banking, corporate banking, whole sale banking, wealth management, private banking, priority banking and insurance.

Please don’t hesitate to contact us for a demo on our solution!


+1 416-628-6152

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