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Description
ERMES is a comprehensive application designed from the insights of the SEFIN group, aimed at facilitating supervisory reports and matrices for foreign bank branches in Italy as well as for Financial Intermediaries listed in the new SINGLE REGISTER. This application serves as a protocol to PUMA 2 (Unified Corporate Matrices Procedure), enabling a straightforward and thorough approach to fulfilling periodic reporting requirements to the Bank of Italy. Tailored specifically for the Italian branches of foreign banks and for Financial Intermediaries under article 107, as well as those governed by article 106 (the so-called SINGLE REGISTER), ERMES functions as a reporting and communication system that supports users throughout every stage of the process through its intuitive yet detailed interface. The application prioritizes flexibility and usability while allowing for adaptability and customization of table structures to meet the unique needs of each user. Furthermore, it provides a singular reference documentation for processing, ensuring consistency and clarity in reporting. This innovative approach not only enhances user experience but also streamlines compliance with regulatory obligations.
Description
Tustena CRM represents the latest advancement in extended customer relationship management offered by the TeamSystem group. Since its market introduction in 2003, it has established itself as one of the most comprehensive and competitive CRM solutions available, benefiting from a foundation of Italian expertise, research, and know-how. Unlike the past, when competitive advantages were primarily derived from production systems, the current focus has shifted towards enhancing customer care and effectively managing business relationships and contacts. By integrating Tustena CRM into its suite of management tools, businesses can significantly enhance their customer oversight, minimize expenses, and boost profitability. The platform streamlines essential services and automations for customer base management and optimizes time and resource allocation. With Tustena CRM, tracking activities, organizing appointments, and overseeing email communications transforms into a collective effort, resulting in a remarkable decrease in the time spent searching for existing information within the company. This not only improves efficiency but also fosters a more organized approach to customer relationship management.
API Access
Has API
API Access
Has API
Integrations
HID IdenTrust
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Sefin
Founded
1981
Country
Italy
Website
ebi.sefin.it/en/software-and-services-for-supervisory-reporting/supervisory-and-matrix-reporting/
Vendor Details
Company Name
Digita
Website
www.teamsystem.com/media/files/1546_TustenaCRM_DEP_TSSDEP204-00.pdf
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management