CRM system
CRM system
A CRM system is a centralized platform for comprehensive customer relationship management, covering all touchpoints: sales, service, marketing, and support. It allows the bank to form a complete picture of the client, personalize offers, increase satisfaction levels, and increase the value of each interaction.
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A modern CRM system for a bank is not just a customer base, but a powerful tool for analysis, communication and personalized interaction. It records the entire history of the client's contacts with the bank (calls, visits, requests, purchases), helps segment clients by behavioral and financial characteristics and build personalized marketing, sales and service scenarios.
Key functions:
- A single client card with the history of all interactions;
- Management of tasks, requests, applications and events by client;
- Segmentation of clients by activity, profile, life cycle;
- Automation of marketing campaigns and personalized offers;
- Integration with the contact center, Internet banking, BI, e-mail and SMS;
- Reporting on channel efficiency and satisfaction level.
Who works with the system inside bank:
- Sales and Marketing Department
- Customer Service Centers
- Contact Center
- Digital Block / Omnichannel Platforms
- Analysts and Product Teams
System Owners:
- Customer Experience Director / CCO
- Sales and Marketing Director
- CIO/CTO - technical support and integration
What strategic objectives do the proposed solutions solve
Creates a single customer base with the entire history of interactions, which increases manageability and control
Management receives a complete picture of each client in real time.
Increases sales and cross-selling through targeted offers and precise targeting of needs
CRM turns data into a sales tool.
Improves customer experience and loyalty through personalization, rapid response and predictive analytics
Automation of scenarios and prediction of behavior increase retention.
Make working with documents simpler and faster
Who are the solutions suitable for?
Results after solution implementation
Increase sales and marketing efficiency through segmentation, precise targeting and cross-selling.
Increased customer satisfaction through a unified service approach, personalization and reduced time to resolve requests.
Improving client portfolio manageability, monitoring activity, identifying churn and increasing relationship profitability.
Processes are optimized, routine operations are automated, and employees have more time for truly valuable tasks.
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FINEEO CS
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Fineeo — международная финтех-компания с более чем 17-летним опытом разработки решений для цифровой трансформации финансовых институтов. Мы специализируемся на создании гибких, масштабируемых и безопасных low-code платформ, которые помогают банкам, МФО, платёжным системам и другим финансовым организациям адаптироваться к современным требованиям рынка.
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BRB
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Biznes Rivoj Bansystems — инновационная компания, специализирующаяся на разработке IT-решений для финансового сектора. Мы автоматизируем бизнес-процессы, повышаем эффективность операций и помогаем банкам уверенно двигаться в будущее.
Лапы Хвост и Уши
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SAMARALI
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Разработка и внедрение инновационных IT-решений для бизнеса. Описание: Компания предоставляет услуги по разработке программного обеспечения, интеграции корпоративных систем и цифровой трансформации. Ключевые направления — автоматизация бизнес-процессов, внедрение CRM и ERP, создание веб- и мобильных приложений. Целевая аудитория — банки, розничные сети, логистические компании. Опыт работы с международными клиентами более 5 лет.
Trinity
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