Customer Acquisition System

Customer Acquisition System is a complete solution for the creation, deployment, maintenance, and optimization of omni-channel sales and onboarding processes, dedicated to the financial institutions such banks, insurance companies and financial intermediaries.

CustomerAcquisitionSystem is well estabilished IT solution, developed since 2007 in cooperation with leading Polish financial institutions such mBank or UNIQA.

Why to use Customer Acquisition System?

For your Customers
Happy applicant will turn into happy Customer

  • Easy to get
  • Accesible
  • Fast and convenient

For your Employees
You can make their job easier

  • Frictionless
  • Automatic
  • Available for non-IT employees

For your Company
You can implement our solution fast or faster

  • Easy integration
  • Proven solutions
  • Experienced developers
  • => Approximately 3 months* of implementation
  • Cloud-based platform
  • High security
  • Scalability
  • => Ready to use in a 3 weeks*!

* depends on specifity of the project

Some facts & figures

  • implementations: mBank (Poland), mBank (Czech Republic), mBank (Slovakia), MultiBank (Poland), Credit Agricole, UNIQA, AXA, Mondial Assistance, BGŻ BNP Paribas (Poland)
  • more than 50 kinds of acquisition forms and processes for newcomers
  • more than 100 kinds of forms and processes for current bank customers, integrated with core-banking system
  • more than 100 000 started appliactions daily (mBank Poland)
  • more than 10 000 000 processed appliactions yearly (mBank Poland)

Digital sales processes and services across channels and devices are much easier and convenient to manage using Customer Acquisition System by Intercon Systems. Our platform is the best solution for complex applications such as the ones your customers should use to apply for a loan, open a bank account or to get an insurance quote.

Platform features

  • Core integrations enable automated, real-time account opening as well as end-to-end account opening process 
  • Automated loan application process for personal credit cards, personal loans and lines of credit, and direct auto loans 
  • Application screening based on credit data reduces manual processing 
  • Online banking single sign-on
  • Identity verification & fraud prevention
  • Mobile responsive design makes it work flawlessly on smartphones, tablets, and PC/Mac devices
  • Cross-selling logic presents additional offers and lets applicants apply for multiple products without rekeying data 
  • Workflow management lets staff communicate with applicants and process exceptions
  • Photo upload lets your customers attach photos (e.g. of driving licence or ID card) without leaving the application
  • Supporting Document Upload

Platform architecture

Platform modules

Modeler

Standalone application, dedicated to design processes (or to import ready models, compatible with UML 2.0 notation).

Form Builder

Web-based application to manage online forms: it enables to create and modify online forms related to existing processes (e.g. account opening) and to add or modify all needed fields with features like validation, description, error and help messages, relations to other fields etc.

Complete form could be published on the testing and production environment instantly.

Cockpit

Web-based application to manage processes and their running instances. There is a possibility to monitor all running instances as well as to take actions like suspend the instance, add or change the value of variables etc. User could manage processes on the list or based on diagrams. Cockipt has the powerful report module.

Tasklist

Web-based application to manage tasks, related to processes. All the tasks and assignements are defined in the process model. User, based on their privileges, could complete, claim or stop the process.

Admin

Web-based application to manage users, groups of users, authorizations and some general settings of the CustomerAcquisitionSystem (e.g. common dictionariers etc.).