Product overview:
With the contrast and great financial service requirement resulted
from economic growth, some financial institutions are transferring
their core business to financing, and the continuing promotion of
financial products brings more understanding core value for
financial business. How to establish modernized financial
institution system and operating structure is the problem that each
financial institution is urgently looking for and needs to solve.
NCL Financing Management System establishes a set of complete
regulation which assisted the bank client for financial activities
based on summarizing operation procedures of various financial
businesses. The management system provides quick and convenient
communication platform between client and bank for financial
service of the bank.
It adopts the customer-oriented idea, comprehensively searches for
information needed by the client, arranges information and provides
bank customer manager with objective and actual user need to choose
or make personalized financing service plan. By modernized
financial institution system and operating structure, the system
improves the quality of financing staff to help financial
institution to grasp opportunities and strengthen competitive
ability.
Functions
Customer information management
It can finish the choosing, booking, registering and information
managing of the financing client including basic information,
family cash
Flow information, family safeguard arrangement, financing needs,
risk evaluation test of financing etc.
Customer booking management
The customer manager can integrate the client needs information and
basic information to evaluate the risk preference of the client,
actively recommend the chose financing product from its base of
financing product to the client, make the booking plan, book to
directly communicate with the client to pave the way for the
editing of the whole plan.
Financing business management
Financing business management is specialized work of financial
investment plan. By lots of dynamic information of various
financial markets, according to special modules and formulas it
helps the customer manager to make correct financing plan which is
suitable for various factors. This function includes the inquiry of
market information such as main securities, funds and bonds, and it
uses financing tools.
Making financing plan
The customer manager can get various resources of the bank by the
expert knowledge base and then according to information such as
client capital power and investment intention, choose suitable plan
from pre stored abundant plans in the system for financing
consultants or customer manager to choose.
Daily work of the customer manger
It assists the customer manager in each daily service work,
improves efficiency of the customer manager and decreases faults.
Customer manager performance statistics
The customer manager evaluation is an important work for bank. The
information system prepares to record various operation in
formation to provide significant basis for performance evaluation.
Financing business analysis
After above steps, the bank customer makes specialized financing
plan for the clients, then analyzes various financing data by using
this function module, carries out integrated analysis for several
financing assets and find out improved measures in time by finding
problems so as to promote the development of business accordingly.
Characteristics
The system adopts market information such as securities, funds and
bonds, precisely realizes financing structure so that the customer
manager can correctly understand market development and can make
more effective financing plan which is more suitable for the time
proceeding to always be in the foremost frontiers of financing.
it adopts expert knowledge base to list various resource elements
for financing consultants to establish client financing plan. The
system stores large amount of expert financing plans in database
and forms plan making platform for fianancing. It plays an
important role for the customer manager to making use of scientific
plan. By making use of scientific plan, connecting with the special
situation in the reality the customer manager can make accurate and
suitable financing plan for the client to realize financing
practically.
It is based on multi-tier application structure and basic data
platform of database theory and it adopts B/S framework technique
which is suitable for various bank business systems.
The system user interface is flexible and changeable. By using rich
information display mode which combines tables and charts together
and clear columns, it can accomplish the information analyz
