The challenge: Establishing a highly secure personal area for three target audiences of the leading investment house Altshuler Shaham - employers, agents and customers, with each type of audience requiring different types of information and conduct. In addition, the establishment of a separate area for call center representatives who support customers, with the possibility of viewing data and performing operations like the customer. Creating the option to register for reports by email. Setting up a separate area for the "Savings for Every Child" program that includes registering for the program and viewing reports and data.
The solution that was implemented: A process of specification, design and development of the personal area on Pionet's own SiteVision system. The accessible site supports a very high level of security: a one-time password can be accessed using SMS or a voice system that connects to the customer and reads the password to him. In addition, there is a system of logs documenting all the actions of customers, and information is stored in the external data base and is also used to generate analytics on the site. A separate system was set up to register for receiving reports via e-mail, which interfaces with the ActiveTrail mailing system. A separate area was established for call center representatives, where they can update details, register customers, and view customer data to support and guide customers. A system was established that supports "Savings for Every Child" program that enables registration and viewing of data and periodic reports.