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Financial Services

Increase AUM, wallet share and revenues by enhancing relationship with customers and intermediaries on a single platform.


Build Strong Customer Relationships

  • Create a single 360° view of customers encompassing their profile, portfolio, immediate and long-term needs
  • Monitor relationship activities and interaction history
  • Provide a continuous customer engagement using advisory services throughout their life cycle.
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Increase Wallet Share & AUM

  • Facilitate strategic shift from volume to value-based relationships.
  • Provide timely insights to act on customer needs thereby increasing the wallet share.
  • Increase business by cross-selling to maximize customer lifecycle value
  • Use referral management to provide generate quality low cost leads

Boost Customer Acquisit

  • Create demand through multi-channel acquisition campaigns.  
  • Turn contact centers from cost centers to profit centers  
  • Deploy intelligence at point-of-pitch for equipping branch personnel to  
  • capitalize on inbound interactions.
  • Assign and monitor leads to key partners using automated workflows.

Enhance Customer Experience and Satisfaction  

  • Service complaints, informational and investment needs across channels using a single system
  • Implement multi-department workflows for timely resolution of service requests.
  • Monetize service satisfaction goodwill using 'Service-to-Sales' processes
  • Enforce unified TAT across processes; ascertain compliance and accountability by using escalations.

Manage Franchisees Acquisition and Relationships

  • Assists in end-to-end franchisee management from on-boarding to servicing
  • Evaluate performance by collating information on a single platform
  • Increase collaboration by streamlining end-to-end processes
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Strengthen Workforce Management

  • Ensure accountability by deploying preventive alerts and escalations.
  • Set collaborative targets, monitor achievement and pipelines to ensure proactive corrective actions.
  • Get correlated insight into teams' day-to-day activities and progress.
  • Use in-built knowledge retention to combat the adverse effects of sales force attrition
  • Deploy best practices like action taken reports, important date reminders like policy renewals, lapses, etc.
  • Upgrade workforce & partner skill set using targeted self-paced training programs.

Advanced Reporting

  • Get real-time reports across teams, products and geographies.
  • Move from fragmented to a unified multi-system collated reporting.
  • Establish an efficient analysis path using drill-down capabilities.
  • Provide actionable insights
  • Boost results by measuring and improving critical performance indicators
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Customer Success Stories


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Profiting from customer lifecycle value.

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Are your sales & marketing team missing their numbers?

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Cross Selling Models

  • CRM for financial services helps brokerage and distribution companies increase their AUM and enhance their relationships with customers & partners/ franchisees leading to a profitable business model. Most distribution companies, like any growing organization, lack the required process maturity, resulting in processes that are disjointed and not streamlined.

    While new verticals emerge, the operational focus still remains on product centricity and though there is recognition to advance towards customer centricity, these strategies are often not activated. Financial services are essentially fee-based/ margin-based businesses which face high customer acquisition costs.

  • CRMnext’s CRM software for financial service helps companies in addressing the following challenges:

    1. How to create an intelligent and unified view of key investors - needs & risk profile and ability to identify up-sell/ cross-sell opportunities, thereby increasing share of wallet?
    2. How to become trusted financial advisors by providing a personalized portfolio mix to boost AUM and become a one-stop destination for all financial needs?
    3. How to grow franchisee relationships and have better visibility across their sales processes to reduce the cycle time and prevent revenue leaks?
    4. How to run focused acquisition campaigns to increase the investor base while decreasing cost of acquisition?
    5. How to create a holistic view of customer interactions across all product lines and channels to provide superior customer service and combat effects of sales force attrition?
    6. How to reduce process cost and wastage, all the while improving compliance and audit standards?
    7. How to provide real-time insights into processes for pro-active follow-ups with intelligent reports & dashboards?

    CRMnext Financial Services software provides abilities to generate leads, manage customers and partner relationships, automate sales and service processes ensure downstream fulfillment and also execute campaigns profitably. CRM for financial service provides pre-configured processes and offers built-in functionalities that map requirements for every line of business like Equity, Portfolio Management Services, Commodities, Insurance, Mutual Fund Distribution and Franchisee Management.

  • Financial service CRM provides the ease of doing business that translates into customer retention, better up-selling/ cross-selling, superior sales team performance, competitive advantage through service differentiation and comprehensive franchisee management.

    Large and medium sized insurance companies can benefit from a high-impact financial service CMR software as it ensures the following:
    1. Holistic view of key investor
    2. Effective acquisition campaigns
    3. Increase wallet share
    4. Smaller process cost
    5. Reduce effect of SF attrition
    6. Enhance franchisee performance
    7. Improve compliance and audit standards
    8. Real-time reports

    CRMnext’s financial service CRM software enables workforce transformation by providing data & process centricity. It establishes an integrated desktop with a complete customer and partner 360° view, while automating processes across functions like sales,vservices, marketing and operations.

    As a next generation platform, it creates customer centricity and facilitates process efficiency resulting in growth and improved profitability.