Efficiently manage marketing, advice, sales and support services with an integrated CRM approach
	Produce customer and product intelligence and disseminate it to people and systems that interact with clients
	Improve front office effectiveness with the support of analytical information about client behaviours, profitability and potential value
	Synchronise analytical and operational CRM activities with a closed loop approach
	Increase marketing effectiveness, via personalised, multi-channel campaign management
	Automate and personalise service and support for each customer segment and business channel
	Optimise the value chain to reduce costs in client acquisition, retention and servicing

	Centralise the repository for all customer information and interactions
	Provide advanced business intelligence and analytical capabilities to leverage rich client data
	Plan and manage campaigns and cross-selling activities
	Organise and easily navigate all critical performance measures and indicators

The Analytical components specifically support business intelligence and activities such as:

	Customer profiling, reporting and statistics
	Customer segmentation
	Cross/up-selling opportunity identification and generation
	Customer scoring and ranking
	Risk and credit scoring
	Retention analysis
	Profitability statistics
	Sales force performance analysis

Outputs from business intelligence activities are transformed automatically in inputs, actions and feeds for the Finantix CRM operational components by:

	Presenting output in a format that is useful and usable to each touch point
	Prompting real-time information for effective and personalised sales processes
	Generating leads and opportunities for campaigns and tele-marketing activities
	Organizing to-do's and work lists for call centre operators, relationship managers and branch employees

Specialised graphic dashboards are available for each participant and role involved in the marketing and sales process. The solution aggregates, organises and emphasises all critical indicators and indexes in an intuitive and ergonomic interface.

The Campaign Management module supports all phases involved in multiple channel campaigns with regard to clients and prospects:

	Campaign planning
	Define and setup campaigns (objectives, costs and constraints)
	Associate related products, marketing collateral and sales support scripts
	Define channels and contact approaches/rules
	Define campaign targets
	Create targeted lists: via data mining, balanced scorecard methods, external lists import
	Fine tune and polish targeted lists

	Campaign execution
	Activate campaigns with automatic generation of opportunities, worklists, to-do's, web prompts
	Track campaign status and ongoing activities
	Campaign tracking and analysis
	Analyse campaigns and measure redemption
	Report campaign results by channel, type, area/branch, product
	Measure and analyse ROI

The Product Recommendation Engine is an innovative and powerful tool that allows Financial Institutions to transform customer's insight information into sales-oriented intelligence and decision support input by:

	Optimizing cross/up-selling business rules
	Personalizing product recommendation and advice
	Building automatic segmentation models
	Generating campaign targeted lists and opportunities prompts

For more details on the Product Recommendation Engine please refer to specific marketing collateral.

All Finantix Marketing & Analytics components work both with data and information managed within the Finantix data marts and/or within the financial institution's information structures by leveraging pre-existing marketing information systems, client information databases and enterprise data warehouses.