The future of treasury sales activity
and our leading product
Pluridio TSS is a dedicated software solution designed for Bank Treasuries Sales Desks offering CRM functions, real time business intelligence and a proprietary business predictability engine.
Pluridio TSS is designed as the central point of treasury information for both the Dealers and the Managers.
Managers make the best decisions based on real-time data and reports and the Dealers know what needs to be done, when it needs to be done.
Pluridio TSS drives the actions.
The system collects data from a large range of IT systems: core treasury (Kondor +, Wall Street and others), treasury limits systems, core banking systems and any other system, at client request.
System Overview
Pluridio sales dealer screen setup
Classic sales dealer screen setup
General Idea
Advantages
Main Benefits
Superior quality of client service
Significant time saving for sales people
The system enables salespeople to focus on actions with higher added value
Increased security of client data
Minimized risks of data tempering, information leaking, unintentional data loss and other security risks
Increased efficiency and ergonomics
Unified access to information from all existing systems
High level of automation
Reduced manual data handling. Automated tasks. Automated warning flags
Strategic Advantages
Unique level of data aggregation
Reports and data correlations are based on information from multiple systems
Strategic decisions can be based on live data/reports
The quality, range and speed of data & reports will empower managers to reach superior strategic decisions
Increased security of client data
Minimized risks of data tempering, information leaking, unintentional data loss and other security risks
Increased overall profitability
Superior customer information and automatic processes will lead to maximization of profitability
Increased control and monitoring of budgets and sales targets,
leading to higher involvement and engagement of sales people
Removes sales processes dependency on any particular system
Any system can be replaced more easily and sales team impact is reduced. Transition to any change is smoother
Screens
