About the Module

Perdix offers an end-end customer management system to help financial institutions automate all their customer facing activities and understand their customers in detail. It is a multi-entity system that offers financial institutions flexibility to capture various customer entities like applicant, co-applicant, guarantor, business, vehicle, land, etc. These entities can be mapped and interlinked for easier retrieval and decisioning.

Salient Features of

Customer Management System

Customer 360

Through Customer 360, one can get a full view of all transactions of the client that includes past and present loans, historical data, documents, risk and relationship dashboard and customer statements.

Multi-lingual

Perdix Customer Management System is multi-lingual and can be accessed in any Unicode supported regional language.

Device Agnostic

This system is device agnostic making it simple to use across multiple front-end devices such as desktops, laptops, mobile phones and tablets.

Multi-Asset Classes

Perdix supports multiple asset classes covering Microfinance, Business Loans, Vehicle Loans, God Loans, LAP, School Finance and Wholesale Lending.

Multi-product

Perdix supports multiple types of financial products such as loans, insurance, investments and payments.

Innovative Tools

Perdix Customer Management System provides a wide variety of tools for financial institutions to understand their customers better. This includes a multi-dimensional scoring framework, psychometric toolkit, analytics, geo-tagging, etc.

to know more about our

Customer Management System