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

 

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

Â