Customer Interaction Portal
A platform designed from day one for real, usable AI – not just dashboards.
Managing Customer Relationships in a Digital Era
Disconnected systems. Manual processes. Lost opportunities.
20 years ago, CC-Interactive delivered its first customer interaction and banking front-end solution to BNP Paribas Bank. Since then, the solution has evolved through more than 400 add-on projects across multiple countries and banking divisions.
Today, companies typically struggle with one or several of the following:
- Data spread across multiple systems (CRM, core banking, Excel, email)
- Sales staff lacking real-time data to prioritize the right customers
- Manual workflows, slow onboarding, and poor customer experience
- No structured way to measure, analyze or improve customer satisfaction
This is why the Customer Interaction Portal was developed – a smart, automated solution that brings CRM, sales optimization and customer satisfaction management into one integrated ecosystem.
One Platform, Three Modules
1. CRM - Full 360° Customer View
We deliver a complete banking front-end CRM solution that supports the entire customer journey – from onboarding and customer data management to product sales, compliance checks and advisory tools.
It combines customer data, products, documents, interaction history, KYC, risk profiles and sales activities in one platform – fully integrated with SmartBoard.
2. Sales Optimization
To help sales teams focus on the most valuable leads, SmartBoard combines RPA, AI, and CRM integration into one intelligent workflow.
Customer and product data are collected automatically through RPA, while AI continuously analyzes the information to identify sales potential, cross-selling opportunities, and early risk signals.
All insights are visualized in SmartBoard dashboards, giving sales teams a clear, real-time overview of who to contact, what to offer, and when to act.
This reduces manual searching and administrative effort — enabling data-driven decisions, higher conversion rates, and more effective customer engagement.
3. Customer Satisfaction Management
The platform supports advanced, multi-level surveys where each answer can trigger a dependent follow-up question. This creates far more detailed customer insight compared to standard surveys.
Feedback is automatically collected, analyzed and displayed in SmartBoard – including AI-generated recommendations for improvement actions.
This gives management a clear view of loyalty, service quality and customer expectations, and turns feedback into real business improvements.
