Brochure
Liberty Financial Profile
1 min read
Key Features
- Desktop and mobile enabled
- Pre-fetches customer and third party data
- Downloads prior application data
- Captures assets, liabilities, income and expenses
- Auto displays running net worth, GDS and TDS totals
- Provides automatic payment calculations
- Displays and prints a full personal financial snapshot
- Seamless integration with core banking systems, CRM systems and thirdparty systems
- Customizable with institution code layer
- Self-configurable with management user interface
- Single sign-on authentication
- Monthly updated address data
- Document generation and packaging
Key Benefits
- Easily gathers and displays customer financial data quickly
- Collects accurate and meaningful financial data
- Easy to use (requires little to no training)
- Eliminates data errors
- Improves customer satisfaction metrics
- Increases user efficiency and productivity
- Optimizes time, resources, opportunities and revenues