Software for the banking industry: Efficiency in sales management

With our solution package “Inactive Customers”, up to 35% of the data that no longer has a customer reference can be quickly identified and deleted in compliance with the law. Our tried and tested control software makes a significant contribution to supporting your bank's sales team. In combination with customized rules, we ensure precise analysis by our experts on site. Thanks to a transparent fixed-price offer and optional subscription conditions, the solution pays for itself in a short time – and creates sustainable savings and legal certainty.

VERISCORE is a modular system for digitizing legitimation processes that offers automated data collection, regular checks and real-time validations. Functions such as onboarding, near-time checks, quick checks and data sync ensure the highest data quality, fraud protection and process optimization. The software meets legal requirements such as § 154 AO and §§ 10-12 GWG, thus sustainably supporting your sales and reducing the risk of fines through standardized, seamless processes.

Mergers often result in duplicate customer records, which are time-consuming and complex to clean up. Our solution package “Merger Support” offers an efficient solution four your sales management with intelligent checking algorithms that reliably identify even difficult-to-detect duplicates. Prioritization statistics facilitate capacity planning, and clear merger reports reduce the effort required for data cleansing. Additional optimizations, for example in addresses or customer groups, improve data quality and create a solid basis for future measures.

Merger Support is more than just a cleansing measure – it is a strategic software for sales management in banking industry, particularly for increasing data quality and efficiency. Whether identifying duplications, prioritizing tasks or optimizing processes: we help you to consolidate your data automatically and sustainably, making it fit for future challenges.

GDix.Expert is a certified reporting platform that efficiently supports digital analysis and reporting. An integrated rights concept protects your data and ensures confidentiality. Automated report distribution processes optimize sales management workflows and save resources. All data remains in the secure environment of your infrastructure, without external access. 

With GDix.Expert, you get a powerful BI and reporting solution that optimizes your banking processes relating to customer management and provides you with valuable insights for well-founded decisions. At the same time, we maintain the highest security standards with this tried-and-tested solution. 

Our standard sales report enables banking industry to efficiently analyze and optimize their monthly sales reports – an essential basis for digital sales management. With clear visualization and a uniform design, it offers a simple target/actual comparison and detailed analyses down to customer level. Manual effort is minimized and the report can be flexibly adapted. 

Thanks to our many years of experience in key figure standardization, we guarantee our customers rapid project success. We already cover over 90% of the required key figures with standard data pools, which enables simple customization without SQL knowledge. GDix.Expert technology allows data to be efficiently prepared and automatically merged. This allows banking industry to update and visualize reports at the touch of a button – without any manual effort. 

Our automated planning process enables flexible and transparent target achievement by allowing plan values to be adjusted decentrally. This promotes the individual involvement and commitment of employees. The seamless integration of planning results into reporting ensures efficient target allocation and transparent documentation. All planning processes are optimally supported with clear target communication and a structured presentation. 

The planning process offers clear added value through harmonized processes and efficient target management. Thanks to technical support, it enables flexible and targeted planning. Employees in banking industry can be actively involved and benefit from a clear target orientation and transparent presentations that facilitate the entire process. 

Business area accounting provides banks with a clear overview of all relevant data at a glance and saves valuable time and resources thanks to automatic data preparation. With the drill-down function, banking industry can view their data in detail at several levels. The automatic calculation and display of the cost-income ratio (CIR) per business area enables fast and precise analysis processes. The rights management in GDix ensures efficient access and targeted distribution of data, which guarantees structured administration.  

Our customers use our software to precisely allocate income and costs to the various business areas - based on data from internal systems. This enables us to guarantee a high level of accuracy in the allocation. An automatic distribution of income and costs that cannot be directly allocated using distribution keys ensures consistency with the overall values of the income statement. The integration of the standard sales report from Foconis provides additional data for a comprehensive analysis. 

GDix provides a stable foundation for data processing and analysis in banking industry. It processes all data internally in the protected bank IT infrastructure and thus guarantees that no information leaves your financial institution. GDix has proven itself in the banking environment for more than three decades and, as a multi-certified system, is one of the most robust solutions for banking industry. 

GDix meets the strictest standards and is certified by Atruvia, IDW and ISO. We can therefore guarantee very high quality and reliability. GDix provides banking industry with a powerful platform for managing and analyzing their data that is easy to install and quick to use. 

Customer Potential Analysis (CPA) 2.0 offers a modern, high-performance solution for modern sales management in banking industry. It uses omnichannel control and new data sources to provide comprehensive evaluations and control options. Through the use of artificial intelligence, it recognizes hits and determines affinities. CPA is flexible and scalable - and it adapts to changing requirements. With a high level of transparency, our software supports comprehensible analysis and well-founded decision-making. 

The new standard CPA improves user-friendliness with a clear interface and integrated instructions. It offers complete settings and impulses for immediate use and fast results. Standardization optimizes processes, increases efficiency and meets regulatory requirements. Our sales support software can easily configure impulses, transparently map data sources and efficiently manage sales.  

Our solutions create the optimal basis for data-driven sales. We network relevant data sources and use smart data in the GDix Data Warehouse. With the Customer Potential Analysis (KPA), we identify daily sales impulses and transfer them directly to sales management via interfaces such as the impulse manager. The consultants use the potential dashboard for customized activities and integrate consulting dialogues and meeting preparations individually into their day-to-day business.  

Our solutions for optimized sales management help banking industry to optimize their processes and identify customer needs in a targeted manner. By using smart data in the GDix Data Warehouse and networking relevant data sources, our customers can make effective use of sales opportunities and ensure a personalized customer approach. This increases the efficiency of their digital sales strategy and ensures their business success.