Challenges for a CRM solution for financial services providers
CRM software allows a company the consequent orientation on its customers and the systematic design of the customer relationship processes. The speciality in the financial services provider industry is amongst other things the fact that the consultant also plays a role apart from the parties “company” and “customers”. Therefore, a triangular relationship has to be managed and maintained.
The task of CRM in a financial services company is to reinforce the relationship between two or three parties, to bind them together preferably in the long run, to maximise the customer value for the consultant and the company and at the same time to ensure the best possible customer satisfaction and relationship.
The update.seven CRM version that has been developed especially for the financial services providers covers many industry-specific requirements already in the standard version. The solutions correspond with the requirements of the whole financial services industry. They are in use in banks in the fields of retail banking, private banking, corporate clients and investment banking as well as in leasing companies, home loan banks, capital investment companies, insurances and financial sales companies.
More than 300 customers in the financial services industry and more than 20 years of CRM experience speak for themselves.
- Visitor history, contact history and consulting history
- Product use
- Occasions for speeches
- Participation in campaigns
- Income levels / life situation
- Classification of customers
- Assignment of consultants
update.seven makes the often quoted „360 degree view“ on your customers possible: the CRM and financial advice solution provides consistently all necessary information company-wide and for all employees with customer contact. The specific industry orientation for financial services providers and the flexibility of update.seven form the basis for an optimal cost-effectiveness ratio. With the high degree of process coverage of update.seven, no lengthy and thus expensive adaptations are necessary. The update solution is ready for use quickly. That way customer orientation can enter the daily work routine easily.