- Develop the full picture in one single view.
- Provides information of customers current products that they have, cross-sell, up-sell products and targeted offers that could potentially be taken place.
- When needed attention alerts are made to develop a key insight into customer relationship.
- Give authorization for front-office employees concerning your customers’ data and products.
- The view shows the historical collections and complaints which are pending so that cues exist and can be followed up.
- Track the users’ behavior.
- The advisor should try and understand why this action was made and give recommended suggestions for improvements.