CRM Software for Banking
MS CRM Retail & Commercial Banking: Microsoft Certified CRM for Banks & CRM Banking
We have implemented CRM for a variety of UK-based banks and financial services companies.
The CRM software we implement for the Banking sector is based on Microsoft CRM and it is a complete, comprehensive customer relationship management system tailored to meet the needs of both retail and commercial banks offering industry-specific functionality that enables investment bankers to better manage client opportunities and relationships and helps sales, trading, and research build and leverage superior client knowledge.
Our banking software add-on to Microsoft CRM is Galesforce’s CRM solution for Banks. This is an out-of-the-box CRM solution designed specifically to meet the needs of client-facing staff of commercial banks, retail banks and credit unions. Combined with all the new features found in Microsoft CRM 4.0, this makes a fantastic solution. Download CRM for Banking Brochure
The solution draws on enterprise-wide core processing and transaction systems to provide retail staff holistic views of customer information, allowing relationships to be deepened and facilitating up-sell and cross-selling opportunities.
As well as the standard Banking Module for Microsoft CRM, there are modules for:
Commercial lenders can use the solution to gain insight into customer product and service usage, creating a platform for deep interaction.
Best of all, GaleForce CRM for banking works the way you work – within Microsoft Outlook, integrating industry-leading CRM in the first application you and your staff open every day.
Key Benefits of GaleForce CRM for Banking
- 360-degree Client View: All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.
- Manage Leads & Opportunities: Define key sales cycle and status criteria in CRM, and use the system to automate sales cycle activities, such as call lists and plans, marketing activities, and follow-up actions or tasks required.
- Automate Team- and Role-based Processes: Use extended functionality and features to associate permissions and access to critical data to specific members of your organisations, and automate sales processes within the system.
- Generate Executive Reports: Create custom reports, summarising sales and marketing activity based on the specific needs of your management team.
- Regulatory Compliance & Security: Use Auditing and Field Level Security Enterprise Modules to ensure your organisation can maximise the sophistication by which it shares and manages client data, while complying with industry regulations and privacy legislation.
Find out more about the out-of-the-box CRM solution for Commercial and Retail Banking by scheduling a live demonstration for your company. Please call us on 0845 850 1550 to speak with one of our crm consultants. Alternatively, email us at info@pythagoras.co.uk.
But Microsoft Dynamics CRM doesn't always work to the requirements of industry verticals or complex organisations. There are also a number of extra add on’s for Banks that will allow your company to further benefit from the use of Microsoft CRM.
Extend Microsoft Dynamics CRM with Industry CRM
Industry CRM is a suite of add-ons, providing critical features unavailable with Microsoft Dynamics CRM, including: