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Digital Financial Solutions

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Cultivate relationships with CRM for Financial Services

Capture leads from every touch point, achieve higher prospect conversion rates, and drive greater value over the customer life cycle with digital financial solutions.

  • Make every lead count

    Enable intelligent automated lead assignments and provide context-based coaching tips for higher conversion rates with financial CRM.

  • Get holistic customer views

    Leverage data within CRM for financial services, social and third-party systems to get 360-degree views of prospects and make relevant sales pitches

  • Generate more customer value

    Get actionable customer insights based on superior and faster needs analysis to derive maximum value over the customer life cycle

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Build a book of business

Offer a superior proposition, systematically grow wallet share, and develop a culture of meritocracy with a CRM in financial services.

  • Put holdings in context

    Access customer financial accounts and holdings in context with relationship and transaction information

  • Empower advisors to cross sell & up sell

    Utilize portfolio data, activity patterns, and embedded analytics to help financial advisors offer relevant products & services to customers

  • Inspire a performance- driven culture with Financial CRM

    Achieve better results with dashboards that deliver real-time data to track & review team performance across accounts with Target vs Actual realization

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Become the trusted Financial advisor

Stay on top of customer service requests while making regulatory compliance easier with robust processes and secure workflows & approvals with best CRM for financial advisors

  • Deliver best-in-class service with Financial Service CRM

    Level up self-service capabilities & improve ‘First-Time-Right’ delivery with intuitive processes on mobile, web, and people-assisted channels

  • Help advisors collaborate on a unified Financial CRM

    Enable collaboration with domain specialists and financial advisors to speed up decision-making and special approvals

  • Build in compliance workflows

    Capture key customer data securely & execute transactions with confidence using financial services CRM powerful workflow & approvals engine

Digital Financial Services CRM

CRM in Financial Services helps brokerage and financial companies increase their Assets under Management (AUM) and enhance their relationships with all the stakeholders. The important business partners include customers and franchisees that enable financial services to pursue a profitable business model. Most financial companies, like any growing organization, lack the required process maturity that result in disjointed processes. Especially vital in today's digital disruption, CRMNEXT Financial Services CRM enables financial service providers to service their customers quickly, with incremental efficiency.

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. This, in effect, hinders the progress of such services. Financial services are essentially fee/margin-based businesses that face high customer acquisition costs that need to be recovered quickly. The main objective of such services is to extract maximum profits during a client’s entire lifecycle which can be achieved through CRM for Financial Services

CRM in Financial Services act as a company wide solution for relationship building. Through financial services CRM, capturing leads related to banking, insurance & other financial products through all touch points increases the conversion rates. CRM for financial services serves through a unified digital platform with a holistic customer 360 degree view.

Customer interaction pattern has been changed which makes the financial service firms to focus more on a customer centric approach well through financial services CRM.

CRM for financial services enhances the customer lifecycle with personalized connect for appropriate product offerings along with cross selling and up selling opportunities thus increasing customer digital engagement.

Financial Services CRM helps companies in addressing the following challenges

1. How to create an intelligent and unified view of key investors that lists out the needs & risk profile?
2. How to gain the ability to identify up-sell/ cross-sell opportunities, thereby increasing wallet share?
3. 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?
4. How to grow franchisee relationships and have better visibility across their sales processes to reduce the cycle time and prevent revenue leaks?
5. How to run focused acquisition campaigns to increase the investor base while decreasing cost of acquisition?
6. How to create a holistic view of customer interactions across all product lines and channels to provide superior customer service?
7. How to reduce process cost and wastage, at the same time, improving compliance and audit standards?
8. How to provide real-time insights into processes for pro-active follow-ups with the help intelligent reports & dashboards?

Digital Financial Services CRM software helps you to generate leads, manage customers and partner relationships, and automate sales processes to ensure downstream fulfilment. It also lets you execute campaigns comfortably and profitably.

CRMNEXT's Financial Services CRM provides business convenience that translates into improved customer retention, up-selling/ cross-selling, sales team performance and competitive advantage. It achieves this through service differentiation and comprehensive franchisee management with best CRM for financial advisors.

CRM for Financial Services systems power large and medium sized financial companies in the following manner:
1. Holistic view of key investor.
2. Effective acquisition campaigns.
3. Increased wallet share.
4. Smaller process cost.
5. Reduced effect of salesforce attrition.
6. Enhanced franchisee performance.
7. Improved compliance and audit standards.
8. Utilization of Real-time reports.

CRMNEXT’s Financial Services CRM software enables workforce transformation by providing data & process centricity. It establishes an integrated desktop with a complete customer and partner view, while automating processes across functions like sales, services, marketing and operations. As a next generation platform, it creates customer centricity and facilitates process efficiency resulting in growth and improved profitability.

customer success stories

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