Import and analyze financial data. It is also possible to confirm with and provide advice to the person in charge using the comment feature.
This product is a web system for credit unions that allows for centralized management of information related to business clients. It establishes system integration with the business support system of Business Center Okayama Co., Ltd. Information about staff members for logging into the system and basic information about business evaluation clients can be automatically imported every day. Additionally, conversation records with business clients and proposals made to them, entered by the outreach staff, are notified and approved by branch managers and headquarters. It also features an "automatic stamping function" that automatically records information when senior executives view it. 【Features】 ■ Centralized management of information related to business clients ■ Automatic import of staff and business client information ■ Compatible with the Ministry of Economy, Trade and Industry's Locaben Excel ■ Sharing and approval of proposals and conversation records with business clients ■ Daily automatic import of staff information and basic information about business evaluation clients *For more details, please refer to the PDF document or feel free to contact us.
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basic information
【Other Features】 - Financial analysis incorporates financial statement data from NTT Data's LISM (Loan Integration System) for analysis. - Other items are filled in Excel by the person in charge, who collects information from the business partner. - It is also possible to confirm and provide advice to the person in charge through a comment function. *For more details, please refer to the PDF document or feel free to contact us.
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For more details, please refer to the PDF document or feel free to contact us.
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Our company conducts research, development, and sales of the packaged software PRO Navi (Organizational Sales Strengthening System), as well as related consulting, training, and system planning, design, development, and sales. We offer proposals for utilizing IT, training, and strengthening organizational sales capabilities to enhance corporate competitiveness. Please feel free to contact us if you have any requests.