1月25日 的 CMCB Super App 應用程式分析

** Key Features 1. Seamless Customer Engagement - Enable CROs to connect with customers directly on-site, enhancing trust and personal interaction. - Access customer profiles, transaction history, and preferences in real time. - Provide tailored financial solutions and advisory services during face-to-face meetings. 2. Real-Time Progress Tracking - Monitor the status of appointments, and onboarding activities in real time. - View assigned tasks, follow up on leads, and track key milestones in the sales pipeline. - Ensure transparency and accountability in every engagement. 3. Smart Reporting & Insights - Generate on-demand reports on customer engagement, conversion rates, and productivity. - Access performance dashboards to identify trends, gaps, and opportunities. - Support decision-making through data-driven insights and analytics. 4. Mobility & Accessibility - Access the CRM system securely from mobile devices during field visits. - Sync data instantly with the bank’s core system to keep information accurate and up to date. - Work seamlessly without being tied to the office. - Offline mode supported during filed visit. **