CRM for Banks

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It’s especially true for the businesses working in the financial services sphere where the competition is intense. CRM for banks is a necessity because it helps to connect with

customers on a deeper level which is one of the most important factors increasing the company’s revenue.

Key CRM features for banks

Customer Relationship Management (CRM) system is designed to help companies increase their efficiency by providing quality services. Banking CRM software offers numerous tools and options for delivering fast, relevant and quality services at the right time. Here are the main features of a CRM system:

Comprehensive customers’ database
Integration of data from other banking systems
Communication tools
Ability to share customers’ information across departments
Data management
Clients’ analytics
Automation of sales processes
Risk management

Benefits of CRM for Banking

Specially designed for the specific requirements of financial services companies, CRM for banking is vital for developing a business.

This simple solution will help you to:

Get access to the clients’ profile for all departments

Increase the number of products used by clients

Increase the clients’ loyalty and prevent the outflow

Reduce risks of managing a business

Improve the managers’ and employees’ efficiency

Increase profits

Increase efficiency and decrease the cost of marketing companies

Decrease the amount of time for launching new products

Increase company’s performance

Automate corporate processes

Steps of development

CRM in banking industry plays an important part in increasing clients’ loyalty and gaining profits.

The system provides effective tools for managing a comprehensive customers’ database, maintaining long-lasting relationships and improve the company’s efficiency and performance.

Here are the following steps of the system development:

Project analysis
Setting a technical task
Web design
Web development
Testing
Implementing and launching

CRM for banking from IT DEV GROUP

CRM in the banking sector has its peculiarities and should be carried out by the professionals. IT DEV GROUP offers personal CRM which will solve specific tasks of your bank and have the following functional abilities:

Website integration

IP telephony integration

Managing and controlling employees

Automation of documents’ management

Getting quick access to clients’ data

E-mail integration

Automatic reports generation and many more

Why will you choose us?

CRM in banks increases the company’s performance and profitability. Being a trustworthy company with the young and professional team, IT DEV GROUP will help you to take your business to the next level. By choosing our company you will get: