Designed for supporting the processes of selling bank products and products of other financial sector institutions.
The sales management systems designed by the Risco Software Company include:
Systems for the management of insurance products sold by banks, including the management of application processing, file exchange with insurance carriers, wide reporting options, and the possibility of monitoring contribution payments made by clients,
Sales management systems for credit products, loans, allowances, etc., e.g. from the Company Social Benefits Fund,
Systems for the management of investment products (investment fund units) sold and managed by banks, including systems for file exchange with transfer agents (such a system functions in the whole bank department network and in the central office; it enables introduction and processing both financial and non-financial orders, and it is also the source of data for the transaction portal of a bank),
A system, which gives access to information about the investments of bank clients in investment funds – based on data sent by transfer agents, and
A system for cyclical generation and sending of data and information to marketing agents’ distribution network, currently used by Investment Fund Companies.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.