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Account Opening
Fast, accurate and able to correct a wide variety of customer and employee errors, ISI’s powerful account opening processes get new account information right the first time — to improve customer satisfaction and profitability over the entire life of the relationship.
With ISI, you know addresses are correctly entered from the outset, because they are automatically validated using i/Lytics PostLocate™, our CASS Certified™ software. Invalid addresses are refused, eliminating the wasted time and expense related to misdirected communications, duplicate customer records, delays on inquiries, and finally locating and correcting the errors down the line. Existing customer data is processed even more efficiently, as known fields are filled automatically, saving time and ensuring accuracy.
ISI protects you against the potential penalties and bad publicity that could result from doing business with recognized terrorists, money launderers and other criminals by immediately screening your new customers’ identification information with our FinScan™ sanctions and PEP list screening and KYC solution, used by leading banks and financial services organizations around the globe.
In addition, to help you learn more about your new customers — and guide future marketing and cross-selling efforts — ISI’s unique linking methodology promptly reveals their relationships with other customers — both individuals and businesses. ISI constructs the customer’s network of connectivity on factors such as family, place of residence, employment and other associations.
The entire account opening process is handled promptly, professionally and with exacting precision. The customers are pleased that it has taken so little of their time. Since the employees spend less time entering and checking new account information, they have more time for cross-selling, serving other customers or focusing on more productive responsibilities. And the exceptional quality and accuracy of the new account information reduces account administration costs, while improving service and efficiency, for as long as the account is open.
(See Fraud_Management for other advantages of ISI’s approach to account opening
and service.)
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| About Customer Connector Applications |
Within your customer data are hidden clues to connections between your customers – business as well as individual – that you can use to strengthen virtually any customer-related business initiative, including determining credit risk, targeting cross-selling promotions and accurately identifying a customer’s true value. Revealing those connections is part of ISI’s new paradigm for the 360° customer view – and the foundation for gaining significantly more business value from your customer data.
Think about how a top-notch manager at a local business that serves you knows all about your family, the small business that you own, the charitable organizations with which you are affiliated, and the other relationships you have. Using this information, the manager is able to treat you in a very personalized manner, can suggest the appropriate products that will benefit you the most, and is able to provide excellent customer service.
In today’s environment of mergers and acquisitions and large customer databases, however, it is very difficult for organizations to provide this highly personalized approach. Fortunately, ISI’s Customer Connector Applications allow your organization to build, maintain and leverage this type of relationship information in an automated way, so your can treat each of your customers as though you knew them personally.
ISI’s extended 360° customer view goes far beyond the traditional model, which aims simply to link a customer profile with all of their products – still a distant goal for many organizations. Our extended customer model shows you all of a customer’s products, plus all other customers – business as well as individual – who have a connection to that customer, whether by family, employment, location, other association, or based on external data from third-party sources. Then we include all the products those connected individuals and businesses have. And on top of all that, we add proprietary Influence Value Indicators™ that enable you to identify the potential strength of the influence between connected customers.
This unprecedented level of customer information gives you insight into customers, their relationships, and their potential for influencing and being influenced by other customers that you can use for significant business advantage in areas such as sales, marketing, risk management and strategic planning – and it’s available only from ISI. |
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