CRM Solution for Financial Services
Financial Services Edition
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.
Background
- 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
lifetime.
- 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.
Challenges
- 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
revenue leaks?
- 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?
Solution
Our CRM solution for financial services provides the ability to
generate leads, manage customers and partners' relationships. It
automates sales and service processes, ensuring downstream
fulfillment and also 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 Franchisee Management.
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 CRM solution for financial
services, contact a
CRMnext Expert.