ER CRM is designed to meet your specific business needs.
ER CRM integrates with our trusted third-party provider, Mogo Bank UK, to offer seamless access to open banking data — enhancing your ability to assess customer affordability with greater accuracy and speed.
With customer consent, ER CRM can retrieve up to 6 months of financial transaction data, typically summarised over a 3-month period. This data is used to generate a detailed Credit Report, which collates all relevant income and expenditure from the applicant’s account.
The report categorises financial activity into real-world retail sectors, aligned with commonly used budget planners. This breakdown gives advisors deeper insights into a customer’s spending habits, liabilities, and overall financial position — allowing for more informed, tailored recommendations and faster decision-making.