Kobi Levi

CISO, DPO at FMR Systems, Inc. - Palatine, IL, US

Kobi Levi's Contact Details
HQ
847-934-5566
Location
Israel
Company
FMR Systems, Inc.
Kobi Levi's Company Details
FMR Systems, Inc. logo, FMR Systems, Inc. contact details

FMR Systems, Inc.

Palatine, IL, US • 20 - 49 Employees
SaaS

Acquired by Bottomline Technologies July 2020.Thought leaders and pioneers in the CRM space before CRM was a trend with the development of the Relationship Management System (RMS). With great foresight FMR trademarked the Relationship Management System over 30 years ago. RMS initially provided solution support for sales tracking & reporting, client & contact management, referral tracking, to do & task management, and pipeline management. Functional support was later expanded to include treasury management onboarding, implementation tracking, smart setup forms, workflow, and customer service/problem issue tracking. RMS was purpose built for the financial services industry and was typically implemented in banks $5 billion in assets or larger throughout North America.As an enterprise CRM solution supporting hundreds to thousands of users across multiple lines of business, RMS provided unique capabilities to support each LOBs unique sales tracking, pipeline management, and contact management needs. As a result of continual innovation and leadership, FMR discovered a niche need in treasury management to automate the product setup and implementation tracking process, thus developing the FMR Implementation Tracking & Onboarding Platform offering 1) Smart Setup Forms to intelligently capture product setup details, 2) Workflow administratively configured to support the new, change/maintenance, and service cancellation processes, 3) Dashboards to display the logged on users assigned implementations and tasks, and 4) analytics and reports to provide insight into the overall process. Bottomline ultimately acquired FMR to incorporate the FMR Client Onboarding platform within the Bottomline product set.

Client Onboarding Customer Relationship Management (CRM) Sales Tracking Customer Service iPad Apps Workflow Implementation Tracking Document Management Setup Form Automation Integration SaaS Prepackaged Software Computer Software
Details about FMR Systems, Inc.
Frequently Asked Questions about Kobi Levi
Kobi Levi currently works for FMR Systems, Inc..
Kobi Levi's role at FMR Systems, Inc. is CISO, DPO.
Kobi Levi's email address is ***@fmr-systems.com. To view Kobi Levi's full email address, please signup to ConnectPlex.
Kobi Levi works in the Information Technology & Services industry.
Kobi Levi's colleagues at FMR Systems, Inc. are Aron Huxman, Udi Vaksman, David Michaeli, Lauren Castellano, Avi Avrahamov, Aviad Eden, Jeen Jager and others.
Kobi Levi's phone number is 847-934-5566
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