SunTec Business Solutions has launched Xelerate on Salesforce AppExchange, empowering banks and financial services companies to build and deepen customer relationships, drive employee efficiency, and acquire new customers through data-driven insights. Furthermore, the platform can help banks to offer an enhanced customer experience and reduce time-to-market with real-time insights on customers, products, deals, prices and offers.
With banks and financial services companies grappling with evolving customer needs and expectations, there is a need for service innovation to stay relevant. This integration with a single sign-on will empower sales and relationship managers by offering relevant information on a single screen to deliver an enhanced banking experience to customers along with the agility and performance to support growth.
Banks will be able to eliminate information silos, access intelligence on a centralized platform, and roll out personalized offers, pricing and products in real time and thereby increase customer engagement and retention. Some of the key features enabled by the platform include customer portfolio management, centralized product & billing view, offer enrollment, and deal management. The Xelerate platform can be deployed as SaaS, on-premises or on Cloud.
Amit Dua, President, Client Facing Groups at SunTec said, “Xelerate is integrated with Salesforce to deliver insight-driven offers with a single view of customer data. This powerful platform leverages intelligence to enable relationship managers to roll out contextual products, offers and deals on the fly. We’re confident that banks can increase their efficiency and innovate with speed, to meet the evolving needs of customers.”