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SunTec Xelerate

Reimagine Customer Experience with SunTec and Salesforce

Overview

Xelerate enables financial institutions to offer a new level of customer experience through personalized services using real-time insights on customers, products, pricing, deals, and offers to make faster and better-informed decisions.

See How SunTec Xelerate Works

Enhance Customer Experience Improve visibility into customers, their profiles, relationship with bank, eligibility for personalized offers to deliver exceptional customer experience. Easily manage new customer enrolments, deals, and commitments.
Accelerate Time-to-Market: With a ready to deploy adapter, customers can achieve faster ROIs. The solution adds insights to the information available to Sales and Relationship Managers without disrupting the user experience.
Improve Customer Retention and Acquisition Gain a complete view of available products, services, and offers to improve conversations with existing customers and achieve faster conversion of new leads.

SunTec and Salesforce bring together the world’s #1 Relationship-based Pricing platform with the world’s #1 CRM system. Banks now have a single source of truth to offer best pricing arrangements, cross-sell and upsell products that the customer actually wants, and deliver personalized offers that strengthen customer loyalty. The joint solution provides instant information to Sales and Relationship Managers to personalize services, add measurable value at each stage of the customer journey, and enable a new level of customer engagement. Snapshot of the features: • Customer Portfolio Management - Get easy access to customer relationship details, price plans, and revenue generated. • Product Pricing and Billing - Enable a centralized view of products, services, associated fees, and account summaries. • Offer Enrollment - Track personalized offers subscribed to by each customer. Find all the information needed to enroll customers in new products and offers based on dynamic eligibility criteria. • Deal management - Structure negotiated and personalized pricing contracts with customers and prospects. Easily onboard new customers.