OPTRIA CUSTOMER COMMUNICATIONS
MANAGEMENT SUITE

• Optria Communiqué
• Optria iStatements
• Optria Kinetique

Kinetique Customer Alerts Kinetique Staff Alerts

OPTRIA PROFESSIONAL SERVICES

Optria Kinetique Staff Alerts – Capture More Opportunities

The days of sifting through stacks of reports and paperwork only to learn about customer events are over. Optria Kinetique enables your staff to proactively respond to events taking place with customer accounts as they occur, so they can not only identify and seize opportunities, but in many cases, avert unnecessary problems.

Staff members can select the events as well as identify target customers that they wish to receive alerts via your organization's internal e-mail system or through our system's desktop feature, immediately presenting them as they happen—precisely when the information is most valuable and actionable. Additionally, your organization is in complete control of what constitutes an event, so the opportunities are limitless. If the data is available in your core system, you can define it as an "event."

Optria Kinetique can be used by anyone you authorize in your organization—from loan officers, to relationship managers, to customer and member service representatives—even risk managers. All will derive significant value from incorporating the system into their daily routine. Optria Kinetique can also boost the efficiency of your call center by enabling customer events to trigger internal processes on your servicing desktop—processes that may otherwise have to be initiated manually or not at all.