1.2 Customer Panel
The Customer Information Panel delivers a customer insight into customer profiles and account information during any transaction process. It features advanced search (by Customer ID, Name, Account Number), real-time KYC status, images, signature validation, active account lists, and address/contact details.
Integration with Customer 360 for deeper contextual insights. This consolidated view improves customer service accuracy, assists in compliance checks, and helps cross-sell/upsell opportunities.
Parent topic: Common Branch Features