Customer relationships

Beacon — customer relationships

Beacon keeps the relationship record. It refers to Titan customer numbers. It is not the official customer file.

For your technology team. Beacon runs relationship processes against Titan customer numbers. The banking customer master stays in Titan.

What it does

  • Keeps leads and prospects before they are customers in Titan.
  • Tracks opportunities across products.
  • Assigns a relationship owner and a team.
  • Logs calls, meetings, and tasks.
  • Records follow-ups so they are not left in a notebook.
  • Hands a service need to the team that should take it.
  • Shows the timeline of that relationship.
  • Refers to the Titan customer number once the person is a customer. Beacon is not the official customer file.

Who uses it

Relationship managers, branch sales, corporate banking teams, and service staff.

Detail for your technology team

  • Relationship work for customers the institution already knows
  • References to Titan customer numbers

How it connects

Beacon CONNECTS TO Titan Customer numbers Aegis / Atlas Who may see or change a relationship Scribe Documents attached to the relationship, where used
Connections named on this page, with the platform marks. The diagram does not show balances or a live screen.
  • TitanCustomer numbers
  • Aegis / AtlasWho may see or change a relationship
  • ScribeDocuments attached to the relationship, where used

What it is not

The official customer file; the ledger; insight profiles (Prism); wealth and trust processes (Aurum).