Client Management Features
- Ed Cable
Owned by Ed Cable
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 -Â 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 customerÂ
- CRM
- Customer Complaints Module
- Contact History
- Change History
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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)
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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 -Â 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:Â http://smartcampaign.org/tools-a-resources/501-illustrations-and-activities-for-training-loan-officers-on-customers-rights-and-responsibilities-sahayata-micro-finance-pvt-ltd
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