Automated referrals
Automated sales tracking
Customer profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable customer profiling
Automatic promotion reminders
Total view of all customer accounts
Automated direct mailings
Relationship connectivity

Total view of all customer accounts

The TotalView™ program is designed to give you a complete view of customers and their accounts so you can provide the best possible service and build multiple, mutually beneficial relationships.

  • *Information on any customer’s deposits, loans and other accounts can be imported automatically through the Universal Information Interface.
  • *Commercial records contain information that identifies each business as well as personal information identifying individual contacts.
  • *Retail and professional customer and prospect screens include basic personal information such as names, E-mail and street addresses, and phone numbers.

Each customer record shows the name of the bank’s account representative if one has been assigned.