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Deposit Management

The SwiftKnowledge for Deposit Management solution gives bankers real-time visibility and insight to deposits performance via access to and analysis of key banking information.

Key Applications

  • Customer Management – Maintain global customer view across all products, services, etc. in order to create a life-long relationship (can be optimized when tied in with Loan Management solution)
  • Customer Marketing – Increase customer account penetration via targeted, segmented marketing that addresses customer needs
  • Customer Product Retention – Analyze customer acquisition and retention data over time to identify trends related to specific campaigns, demographics or geographies in order to more easily retain existing customers and increase balances of current accounts
  • Prospect Marketing – Identify best prospects and the appropriate messaging for those prospects while maximizing marketing resources

Ideal for these Job Roles

Sample Reports

Click on the images below to see larger, full-size versions in a separate window.

 Deposit Management
Customer Management

Customer Marketing
 
Prospect Marketing

Resources

 
SwiftKnowledge is a  dedicated team willing to work as long as it takes.
952-832-0166 | email us | 11010 Prairie Lakes Drive, Suite 155, Eden Prairie MN 55344