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News : National Australia Bank Consolidates Customer Data on New CRM System
Nov 6, 2014 -- National Australia Bank has passed an important milestone in its tech transformation agenda with the roll out of a new customer relationship management system for its business bankers.
NAB View, part of the bank's NextGen core banking programme, is built off the Oracle Customer Hub and combines information from the bank's customer and account information, the wealth management business and its wholesale division.
NAB chief information officer David Boyle says: "NAB View is the portal that draws data from the Customer Hub and presents it to bankers with integrated tools. This means that a banker can see a customer’s entire relationship on just one screen - whether they hold traditional NAB personal or business accounts, accounts in UBank, policies with MLC or as a wholesale banking customer."
He says the consolidation of data in one spot enables the bank's agents to be more productive when providing advice to customers.
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Involve Staff
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National Australia Bank’s UK organisation.
Published: Monday, November 10, 2014