COBIS XSell

We optimize the way you do business.

COBIS XSell is a powerful environment designed to transform your business. Our interactive platform improves the customer relationship model thanks to its flexibility and customization. We improve the administration of your customers through the profiles of end users, with dynamic features such as customer graphs, smart reports and analysis tools.

Main features:

  • Omnichannel portal with commercial elements for the creation of financial products, administration of clients, administration of claims, among others.
  • Platform aimed at customers and users of financial institutions
  • Factory of COBIS™ products through the definition of products and business rules.
  • Built-in business indicators (derived from market data) to support your operations and management.
  • Integration of data sources and third-party services (credit score).
  • Specialized commercial elements that facilitate the creation of financial products and the management of complaints and customers.

Generate more profits with your current customers through automated cross-sell rules

Features

Platform with a comprehensive offer of financial transactions

Omnichannel integration and real-time updates

Omnichannel administrator with commercial elements for the creation of financial products, client administration, claims management and more

Market oriented platform

Integration of data sources and third-party services (credit score)

Specialized commercial elements that facilitate the creation of financial products and the management of claims and clients

Easy and secure automation of decision rules

COBIS product factory

Commercial indicators incorporated (derived from market data) to support its operations and administration

Project management to allow internal and external users to collaborate in the business process, using integrated calendars to establish clear deadlines and objectives, as well as other communication tools

Access to our technological and administrative support

Fill out the form and download the functional description of COBIS XSell

Why COBIS?

Founded in 1953, COBIS, is a multinational banking software company based in the US. COBIS (Cooperative Open Banking Information System) is used by more than 70 financial institutions and we have more than 500 technology specialists. COBIS joins financial institutions to identify technological needs and thus develop financial business to accelerate the growth of its value network.

We are agile
We are humans
We are innovative
We are leaders

We focus on business financial advice