Client Management Features
Client Identity/Information Management
Greater flexibility
Configurable Customer and Account ID
Expanded standard client attributes
Customizable Labels
Client Relationship Management
Surveys/Questionnaires (Data Tables)
Expand Mifos X data tables to be more usable, provide similar and better functionality than previous question groups
Linkage between questions.
Associating to workflows
Creating a library of data table/survey templates you can activate and use - https://mifosforge.jira.com/browse/MIFOS-5493
Tablet app for capturing data tables
Any feature around better enabling field staff to have a deeper relationship with customer
CRM
Customer Complaints Module
Contact History
Change History
Client Protectionism and Transparency
Calculation and display of APR
Enhancements to User-Generated Docs Module
Template/Library of Client-Facing Documents (like Smart Campaign Client Welcome Toolkit)
SPM
Integration with PPI
Better SPM Reports
Integration with other poverty assessment tools like MPAT
General scoring tools/documentation
Client Risk Analysis
Integration with standard credit bureaus
Integration with product suites like Inventure
Financial Capability
Better tracking of group training completion -
Integrate stuff like GK's Code of Conduct E-Learning Module - http://smartcampaign.org/tools-a-resources/502-code-of-conduct-e-learning-module-grameen-financial-services-pvt-ltd
QMobile will have a client training module which helps to disseminate curriculum
Help enable our software and apps better disseminate financial literacy and training information to clients.
Use tablets to display training and illustration like: http://smartcampaign.org/tools-a-resources/501-illustrations-and-activities-for-training-loan-officers-on-customers-rights-and-responsibilities-sahayata-micro-finance-pvt-ltd