OCTAGON - CRM that can do more
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Your digital solution for the centralised management of your personal dossiers
Process optimisation with Octagon
Today Customer registration, VIP guest verification and the Ensuring due diligence are done in different ways. Partly offline, with PDF or in Excel. And mostly with unnecessarily great effort. We would like to Processes with OCTAGON for you more efficient and safer.
Your modular Casino CRM
MLA
Money Laundering Act
Standardised and centralised tool for the successful management of your guests.
SOK
Social concept
IVE
Inventory
VIP
VIP guest services
SPS
Interface persons blacklists
ZAV
Central address administration
RAP
Reporting & Task Planning
CRM Basis
With our hosted solution, you can get started right away. All you need is a licensed account. Optionally, you can also run Octagon on your own system. Depending on your requirements, you can expand your CRM basis in a modular way:
MLA
Money Laundering Act
Through digital, standardised and centralised customer registration, VIP guest screening and due diligence, error-prone Excel lists and manual processes can be replaced by an efficient and secure tool.
- Automatically created and standardised player dossier
- Capture relevant player data such as player ID, chip change, etc.
- Automatic control reminder for defined risk categories
- Automatic check according to due diligence criteria and VETO
- Automatic comparison with globally recognised reference databases (KYC / PEP)
- Automatic transaction reconciliation with DRGT
- Automatic risk categorisation according to "Countries with strategic deficiencies" of the respective competent authority
- Dossier history and change log for traceability
- Capture and store data and signatures digitally via various media (PC, mobile, tablet, etc.)
- Authorisation groups to restrict functions and the management of dossiers (distinction between admins, reception etc.)
- Task management with responsibilities, deadline and reminder options
- Control functions for multi-eye principle
- PDF Certificate Store
- Interface (API) to KYC reference database
- Automatic calculation of thresholds and transgressions
- Automatic creation of in-depth due diligence tasks
- Possibility to correct incorrect bookings
- Turnover history
Modules
Customers' needs and requirements are different. Choose the modules that suit you best and use them to complement your basic system.
SPS
Interface Persons Blocking List
Persons with a registered gambling ban for casinos can be queried via various check-in software solutions. The SPS module thus also serves as protection against gambling addiction.
- Automatic matching of blocking data via connected casinos
- Interfaces to DRGT and Kivos
- Mapping of visiting arrangements
- Recording names with alternative spellings
- Integration of international sanctions lists (UN Taliban/Bush sanctions list and EU sanctions lists)
- Reporting module with automatic issuance of SPG annual report
- PDF Certificate Store
- Interface (API) to KYC reference database
SOK
Social concept
To fulfil your social concept obligations, this module supports you with all the tools you need and access to all relevant personal data.
- Electronic dossier management
- Early Detection & Conversation Protocols
- Observation status
- Interface to VETO
- Locking process
- Financial and asset statement
- Automated annual report
ZAV
Central address administration
Manage all addresses in one place? With Octagon you have the possibility to connect other systems via an interface and to maintain your addresses centrally.
- OCTAGON as the leading address management system
- Newsletter Address management Email distribution list
- Check VETO blacklist
- Address data reconciliation EAKS (DRGT)
- Automatic opt-out if match ban in VETO
- Address verification process for customer (via tablet)
- Address matching with OpenStreetmap / Google Maps
- Address data verification
VIP
VIP guest services
Your VIP guests also deserve VIP treatment.
With this module, all special requests and preferences of your guests can be recorded and called up as needed, independent of the device.
- Guest support for Duty Manager
- Guest photo for identification
- Store guests' preferences (favourite cigarette brand, drink, etc)
- Special & Habits deposit
- Optimised for tablet and smartphone use (web-enabled)
- Login-protected system, only accessible to authorised employees
- Logging of all changes
RAP
Reporting & Task Planning
No more scattered Excel and Word for raporting and protocols. With our RAP module, you have everything in one place that all authorised users can access centrally.
- Task management
- Event Documentation
- Event and task categories
- Reports
- Email function
IVE
Inventory
Stocks and their changes can be maintained centrally and displayed clearly with one click. The module guarantees the traceability of all changes and shows manipulations of any origin.
- Inventory for chip stocks, spare parts, keys, badges
- Traceability of, among other things, repeat orders, destructions, etc.
- Allocation of persons to inventory holdings
- Reports
RAP - Technique
Module extension for technicians
- Maintenance logs
- Plan maintenance tasks
- Document maintenance tasks
RAP - SECURITY
Module extension for security
- Incident reports
- Reports
- Daily and weekly reports
- Sending reports to GL
RAP - SURVEILLANCE
Module extension for monitoring
- Board book Surveillance
- Sealing of events by Head of Surveillance
- Sending reports to GL
SLA
Choose a service level agreement that suits you. The standard SLA is already included in our basic modules.
STANDARD 8x5
Availability during general opening hours and working days
Premium 24/7
Availability 24 hours a day via on-call service, 365 days a year
Contact & quote request
For individual advice and a quotation, please contact us without obligation. We are also happy to answer any questions you may have about our CRM.
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Mon - Fri from 08:00 - 17:00 hrs.
+41 43 455 00 77
Outlook Development of further modules
We are always developing our software according to the needs and requirements of our customers. News will be made available here for you in the future. If you have any suggestions, please feel free to write to us using the contact form.
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