CRM

Finantix CRM is designed to:

• Manage all phases of the relationship life cycle: engage, transact, fulfil and service
• Transform client knowledge into actionable information and effective decision support
• Support and coordinate all relevant business channels throughout the sales process
• Monitor, track and act on every customer interaction across all touch points
• Offer differentiated sales approaches according to current and potential client value and needs
• Increase offer transparency, risk awareness and process visibility during the sales process according to regulatory rules and bank's guidelines
• Synchronise with marketing services and applications such as campaign management, product cross selling tools and data warehouses
• Tie together applications, information and services in an integrated desktop
• Acquire and store client information at every interaction and provide access to the same information to all channels

Key functionality:

• Single Customer View
• Opportunity management
• Pipeline analysis
• Campaigns
• Diary and task management
• Product recommendation
• Sales prompts
• Proposal management
• Cross-selling
• Contact log
• Alerts
• Sales performance reporting
• Special functions for call centres

Benefits:

• A truly holistic single customer view across the enterprise and the different channels
• Mastering customer interactions across all channels
• Supports full scope of customer lifecycle processes, from prospect acquisition to ongoing activity monitoring
• Actionable and precise techniques in recommending products and cross-sell opportunities
• Salesforce automation, efficiency measurement and alerting