Customizable customer profiling

TotalView™ detail screens can be set up to help you track any information you want to collect or already have about your customers and prospects.

For commercial accounts, for example, you can set up your own custom detail screen to track construction loans. You might track:

• *Commitments you’ve made.
• *The amounts that were funded.
• *When they were funded.

For retail and professional accounts, you might track and report on:

• *Financial data and personal information (spouses’ names, names of children and even pets, if that’s important...)
• *Household demographics.

With details like these and others at your fingertips, you have a total view of your customers. Account information is accessible only to the employees you authorize to receive it.