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What is CGI customer portal?

Published in CGI Customer Portal 3 mins read

A CGI customer portal is typically a secure, web-based platform developed or provided by CGI that grants their clients, or the clients of organizations using CGI's services, direct access to specific functionalities, data, or services. A notable example, as highlighted by CGI, is the CGI Trade360 Portal.

Understanding the CGI Trade360 Portal

According to the reference provided, the CGI Trade360 Portal is a prime illustration of a CGI customer portal in the banking sector. It serves as a critical interface between a bank utilising CGI's Trade360 platform and its corporate clientele.

  • Secure & Intuitive: Designed with security and user experience in mind, providing a safe and easy way for clients to interact with the system.
  • Web-Based Tool: Accessible via the internet, offering convenience and flexibility from various locations.
  • Seamless Connection: Bridges the gap between the bank's back-end systems (powered by CGI Trade360) and its corporate customers.

Key Capabilities Offered via Portals like Trade360

The CGI Trade360 Portal empowers a bank's corporate clients by providing access to a range of robust capabilities directly through the web interface. These capabilities are essential for managing trade finance and supply chain finance operations:

  • Transaction Processing: Initiating, submitting, and managing various trade finance transactions.
  • Workflows: Tracking the status and progress of transactions and related processes.
  • Imaging: Accessing and managing relevant documents and images associated with transactions.
  • Reporting: Generating and viewing reports on transaction history, status, and other relevant data.
  • Channel Integration: Providing a unified point of access that integrates various communication channels.

The Purpose of a CGI Customer Portal

The primary goal of a customer portal like the CGI Trade360 Portal is to enhance the client experience and operational efficiency for both the service provider (e.g., the bank) and its clients (e.g., corporate customers).

Key benefits include:

  • Self-Service: Allowing clients to perform tasks and access information independently, reducing the need for direct contact with support staff.
  • Transparency: Providing clients with real-time visibility into the status of their transactions and information.
  • Efficiency: Streamlining processes and reducing manual intervention.
  • Accessibility: Offering convenient access to services and data anytime, anywhere with an internet connection.

In essence, a CGI customer portal, exemplified by the Trade360 Portal, is a client-facing digital gateway designed to deliver specific services and information effectively and securely.

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