Product Fundamentals: Customer Management Platform
Enabling stakeholders to collaborate and act on customers’ and businesses’ financial data.
Our Customer Management Platform (CMP) is a cloud-based web application that allows clients to securely build a single 360-degree view of each customer, manage real-time insights, and automate alerts and notifications, all in one dashboard.
Your core banking data remains completely secure and is not shared with anyone else when processed within the API. We make sure your data is private and secure and is set up for your sole consumption.
The CMP allows you to collect, unify, and visualize different forms of data, including:
Primary data: acquired directly from the user and Pngme’s SDK
Secondary data: intake from existing digital repository, structured and labeled by the Pngme API
Tertiary data: connections to third parties, such as credit bureaus or identity providers
Single view of the customer
Gain a single unified view of your users’ financial data across all platforms and channels, including:
- Connected accounts
- Real-time insights
- Financial profile
Real-time insights on the customer
Customer’s financial data profiles update in real-time, allowing you to gain immediate insights, including:
- Debt-to Income ratio
- Estimated monthly income
- Income consistency
Automated alerts and notifications
Swiftly manage alerts and notifications at scale:
- Customize alerts that signal positive or negative customer behavior
- Trigger messaging or new products based on customer behavior
- Easily export or download data
Interested in seeing how we can work together? REQUEST A DEMO