hiceCRM

hiceCRM is a Customer Relationship Management software for the banking sector. It is a modular software system based on client-server, that covers different aspects of the customer relations accompanied by a detailed authorisation concept. The particular modules of this software can be configured individually through XML.

extensive customer information
address administration
handling of different counseling reports
support of marketing activity within investment banking
extended search functions
complex content-depending rights management
reporting functions

The functional range of the system consists of the following elements :

research
tree view
favourites
connected people/customer relations
keywords
acquisition details
address data
notes
contact history
linked files
investment objectives/income situation
experiences/knowledge of the customer
tax information
consultation reports
cross selling
research distribution
special features
hobbies
authorisation of representatives
gift management
publication management
placement management
strategical marketing operations
allocating events, presents, publications to several customers
event response management
user administration
display of connected customers
representative authorisations
management of server roles
management of groups
user-advisor authorisation
management of representatives
authorisation management customers
authorisation management projects
authorisation management notes