CRM Solution for Financial Services
CRM in Financial Services
Our CRM solution for financial services helps brokerage and
distribution companies increase their AUM and enhance their
relationship with customers & partners/ franchisees leading to
a profitable business model. CRMnext is a leading Finance CRM
software with High Impact implementations.
- Financial services being essentially a fee-based/ margin-based
business, coupled with high customer acquisition cost, it becomes
imperative to focus on harnessing returns over the customer
- While new verticals emerge, the operational focus still remains
on product centricity.
- There is recognition to advance towards customer centricity,
but the inertia that propelled early success, inhibits it.
- How to create an intelligent, unified view of key investors,
their needs & risk profile, identify opportunities to
up-/cross-sell, thereby increasing share of wallet?
- How to become trusted financial advisers by providing
personalized portfolio mixes to boost AUM and become one-stop
destination for all financial needs?
- How to grow franchisee relationships and have better visibility
across their sales processes to reduce the cycle time and prevent
- How to run focused acquisition campaigns to increase the
investor base while decreasing cost of acquisition?
- How to create a holistic view of customer interactions
across all product lines and channels to provide superior customer
service and to combat effects of salesforce attrition?
- How to reduce process cost and wastage all the while improving
compliance and audit standards?
- How to provide real-time insights into processes for proactive
follow-ups, with intelligent reports & dashboards?
Our Finance CRM optimizes the ability to generate leads, manage
customers and grow partnerships. It automates sales and service
processes, ensuring downstream fulfillment and also effectively
executes campaigns. The solution provides pre-configured processes
and offers built-in functionalities that maps business requirements
for every line of business, viz. Equity, Portfolio Management
Services, Commodities, Insurance, Mutual Fund Distribution and
It provides ease of doing business that translates into customer
retention, better up/cross selling, superior sales team
performance, competitive advantage through service differentiation
and comprehensive franchisee management.
To learn more about our Financial Services CRM solution, or download the