Customer Information File

This module permits the management of all information related to Customers, Banks, Suppliers, Branches and Operators.

It is a complete module that is able to manage all information required, as well as being integrated with all the bank’s applications through specific services.

 

Some of the available functions

  • General Registry
  • Inter-anagraphical links
  • Current Account management
  • Investment Account management
  • Bank accounts
  • Update of Address and other account data
  • Change postal address
  • Operative Units
  • Scanning of Contracts
  • Registry of Suppliers/Customers