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- Overview
- Q-KFI
- Q-Mail
- Q-MAPS
- Q-SAPS
- Q-Marketing
- Q-poinT
- Q-Print
- Q-Suite
- Q-Text
- Q-Trak
- Q-View
Financial Services Software
Our product range is built around our flagship Q-poinT framework which can be supplemented with modules in the following areas:
- Mortgages
- Account Management
- Savings
- Customer Communication
Recognising the different needs of brokers, financial advisors and other third parties, we are pleased to announce Q-Broker, a new addition to the suite specifically for this audience. |
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Secure Document Retrieval
Our experience of developing secure systems for financial institutions led to the development of a flexible, scalable solution for secure document archive and retrieval.
Designed for the transactional billing market, Q-Print allows your clients and their own customers to access archived documents quickly and securely.
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Q-KFI: Online KFI Generator
As part of the mortgage application process, Q-KFI can be used to produce a Key Fact Illustration (KFI) as specified by the Financial Services Authority. Following successful completion of the Decision in Principle (DIP) part of the process, an applicant can then answer a few more questions in order to generate the required KFI in either Microsoft Word or Acrobat PDF formats.
Our flexible approach means that Q-KFI can be used effectively whether tightly coupled with a bank or building society's principal mortgage application system or even in cases where it's not possible to interface directly. Q-KFI provides Q-PoinT's own KFI generator and will replicate data from elsewhere in an organisation's systems. |
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Features
- all KFIs produced by Q-KFI within Q-PoinT are compatible with those produced via other channels
- all KFIs are stored in Q-PoinT as non-amendable PDFs, available for viewing for as long as you specify
- all 'documents' pertaining to the application are dated and available for viewing by the applicant or their intermediary
- an option in Q-KFI allows applicants to acknowledge receipt of the KFI before it can be available for viewing
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Q-Mail: Secure 2-way Messaging
Q-Mail allows secure messaging between banks or building societies and their customers via Q-PoinT. The system alerts your administrators to any incoming customer messages, and enables you to send secure messages to specified groups of account holders using Q-PoinT to access their accounts.
Q-Mail gives you a secure, reliable way to communicate with your customers who choose to manage their accounts online, allowing you to maintain a personal service while benefiting from the efficiencies of online accounts. |
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Features
- once logged into Q-PoinT, customers access a messages page which allows them to send, receive and manage messages
- specify groups or individual customers to receive messages
- attachments can be sent securely to registered users
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Q-MAPS: Intelligent Mortgage Application Forms
Q-MAPS gives you the functionality to produce any number of your own application forms quickly and easily. The resulting forms have a variety of uses such as:
- Initial Disclosure Document (IDD)
- Decision in Principle (DIP)
- Mortgage Illustration (limited data collection)
- Full Mortgage Application (comprehensive data collection)
QMAPS' intelligent application process specifies acceptable inputs for each field of the form - this ensures only essential data is collected and leads to shorter completion time. |
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Features
- data required is automatically adjusted according to requirements eg: number of applicants. This results in a tailored application form, giving your customers a more personalised experience
- forms saved within Q-MAPS to enable partial completion and later return
- forms reflect your existing application forms and branding
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Q-SAPs: Online Savings & Investments
Opening a savings account online is straightforward with Q-SAPs, enabling you to open the door to new customers. It’s not even necessary for the applicant to be an existing account holder or a registered Q-poinT user.
The application process utilises well-proven features including Q-poinT’s secure and audited registration process, giving you a high level of confidence that the applicant is who they say they are. |
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Features
- a simplified application process ensures all required fields are completed and all relevant information is captured
- third party tools can be used to validate ID, address and bank details
- information requested (including both optional and mandatory fields) can be tailored to suit your needs and to ensure regulatory compliance
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Q-Marketing: Targeted Banner Marketing
Within the Q-poinT administration system, Q-Marketing gives authorised users the ability to send marketing messages to specified registered customers.
Your marketing message will appear as scrolling text in the customer's home page area for maximum visibility and effectiveness. |
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Features
- Q-Marketing allows users to create messages, select start and expiry times and specify target recipients
- filter targeted users by different criteria or import a list of relevant registered users
- your message remains visible to customers on each log-in until expiry time
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Q-poinT: The Complete Service Delivery Channel
Q-poinT gives banks and building societies a cost-effective, secure solution to the growing customer demand for online account access including mortgage & savings applications and KFI statements. Integrated seamlessly with your back-office systems, Q-poinT provides a complementary channel for customers of financial institutions of all sizes.
Q-poinT modules cover the following business areas:
- online mortgage applications and KFI generator
- online savings account applications
- online customer account management
- third party / specialist access
- mobile access
- secure messaging centre
New for 2008:
- real-time self-service Current Accounts online
- complete end-to-end mortgage application processing |
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Features
- comprehensive administrative features allow you to control 'who sees what' at all times
- secure messaging enables two-way communication between you and your customers, maintaining the close personal relationship traditionally associated with branches
- personalised documentation is automatically generated using standard word-processing templates
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Q-Print: Secure Document Archive and Retrieval
Our experience of developing secure systems for financial institutions led us to the development of a flexible, scalable solution for secure document archive and retrieval.
Designed for the transactional billing market, Q-Print allows both sides in any transaction to access archived documents quickly and securely.
Used by companies in a variety of different industries to access documents such as invoices, delivery notes and accounts statements. |
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Features
- secure online access to documents 24 hours per day
- documents can be accessed and viewed by any authorised user - your staff or those of your client
- easy access to documents enables swift resolution of queries and leads to significant reduction in payment time
- includes email-to-fax facility where clients require a hard copy to resolve queries
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Q-Suite: Mobile Account Management
Q-Suite extends the benefits of using Q-PoinT to give your customers secure, convenient and easy-to-use access to their accounts from a range of mobile devices.
Q-Suite allows customers to log-in any time, from anywhere, to view their complete mortgage, savings or insurance account details. |
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Features
- compatible with most WAP-enabled mobile phones, PDAs and pocket PCs
- gives customers full Q-PoinT functionality from any location - allowing them to view transactions, make transfers or withdrawals or check interest rates and balances
- information and hierachy is held in a managed database and can be updated instantly by your authorised administrators
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Q-Text: Automatated SMS Text Messaging
Q-Text is designed to deepen and strengthen the relationship between financial institutions and their customers by enabling automated SMS text messaging. |
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Features
- easy to use - messages of up to 160 characters can be sent to multiple recipients, scheduled for future sendout date/time with specified 'From' name and number
- ability to accept replies to your message
- full audit log of all activities showing date/time SMS activities occurred
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Q-Trak: Application Tracking
Q-Trak enables an applicant to track the progress of any application made with your organisation within a secure, easy to use online system. Once an application has been received from the internet an automated acknowledgement is sent to the customer via the Tracker System. The customer receives an email with a link to their secure personal tracking page, allowing them to view the current progress of their application. Every major change to, or milestone in, the application process may be logged or picked up from your back office application and then communicated to the applicant.
Updating the progress of an indivdual application is a simple online process for internal system administrators; alternatively a progress status report can be generated from the database on a daily basis or using an automated overnight SQL routine.
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Features
- flexible to use: tailor how Q-Trak integrates with your back office systems to give you a cost-effective route to deliver enhanced customer service.
- in addition to email communication, Q-Trak lets you use SMS text messages to keep the applicant fully informed
- authorised third parties (such as brokers) may link into Q-Trak to populate data from their own systems
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Q-View: Online Account Management & Servicing
Now well-established in the market, Q-View gives building societies and banks a cost-effective, secure solution to the growing customer demand for online access to their mortgage, savings and insurance accounts.
With Q-View your customers can access the following at any time:
- check account balances and current interest rates
- view payments from or into their accounts
- request transfers, withdraw or give notice
- view details of interest paid (section 352 information) or request a certificate
- browse and download transactions
- check insurance details
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Features
- comprehensive administrative features allow you to control 'who sees what' at all times
- flexible design lets you customise the look and feel to blend with existing brands and styles
- personalised documentation is automatically generated using standard word-processing templates
- quick and easy use by customers (includes address lookup by postcode and sort-code validation) enables a fast route to opening new online accounts
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