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)
  • http://smartcampaign.org/tools-a-resources/507

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  -  MIFOSX-572 - Getting issue details... STATUS
• 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