One customer record the whole institution shares
The spine of the platform. Identities resolve into a single customer, every case, chat, call, visit and survey lands on one activity timeline, and segmentation and consent travel with the record.
Capabilities
What Customer 360 / CRM gives you
Identity resolution
Email, phone, account and national-identity keys resolve to one customer, with weaker matches raised as suggestions for a human to confirm.
Reversible merge
Duplicates merge into a single record — and unmerge again, because every merge keeps a full snapshot.
Unified activity timeline
Cases, conversations, calls, branch visits and surveys on one chronological view of the relationship.
Segments, tags & lifecycle
Attributes, tags, tiers and lifecycle stages, with dynamic segments that keep themselves current.
Consent ledger
Consent and channel preferences are held on the record and enforced on outbound messages, not just noted.
Relationship health
A rolled-up view of how the relationship is doing, so attention goes where it is needed.
How it works
From first touch to resolved
- 1
Resolve
Every contact captured anywhere in the platform resolves against the customer spine.
- 2
Assemble
Interactions project onto one timeline as they happen.
- 3
Segment
Attributes, tags and lifecycle build the segments your teams work from.
- 4
Respect
Consent and preferences gate what you send, and governance controls who sees what.
In action
Search the whole customer base, not one channel’s slice
One list across every source, with lifecycle, tier and linked-activity counts — the same record the agent desktop, the teller screen and the portal all read from.
- Single customer record with a customer number
- Configurable identity matching rules
- Duplicate suggestions and reversible merge
- Unified activity timeline across every channel
Included
Everything in the module
- Single customer record with a customer number
- Configurable identity matching rules
- Duplicate suggestions and reversible merge
- Unified activity timeline across every channel
- Attributes, tags, tiers and lifecycle stages
- Dynamic and static segments
- Consent ledger with outbound enforcement
- Channel preferences and customer self-view in the portal
- Household and relationship links
- Federated lookup against your systems of record
- Field-level masking and access logging
- Data-subject erasure and retention policy
See Customer 360 / CRM on your data
A 30-minute tailored walkthrough with our team — no commitment.