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Financial services.ppt 1

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Transcript of "Financial services.ppt 1"

  1. 1. FINANCIAL SERVICES BY Rakshit Narayanan Prakhar Gupta Smriti Bhandari Mayank Singh Sayim Qureshi Swati Mittal
  2. 2. INTRODUCTION Financial services refer to services provided by the finance industry. The finance industry encompasses a broad range of organizations that deal with the management of money. Among these organizations are banks, credit card companies, insurance companies, consumer finance companies, stock brokerages, investment funds and some government sponsored enterprises.
  3. 3. TYPES OF FINANCIAL SERVICES Banking services Issuance of checkbooks Provide personal loans, commercial loans ATMs Foreign exchange services Currency Exchange Foreign Currency Banking Wire transfer Investment services Asset manageme nt Hedge fund manageme nt Insurance Insurance brokerage Reinsurance
  4. 4. • Extending CRM into multiple media means integrating the front office with different communication channels
  5. 5. IMPACT OF CRM Benefits of Using CRM in Banking Industry Provide better customer balance Increase customer revival Discover new customers Helps sales staff close deals faster Making banking operation more efficient Simplify marketing and sales process
  6. 6. Organization Without CRM Unsatisfied Customer Low customer retention Low sales In efficient Banking Operations Complexity
  7. 7. CRM Strategies Adopted in Banking Sector One-Stop Financial Supermarket • Right service is offered to right customers Increasing the Number of Delivery Channels to the Customers • Shifting customer access to lower cost channels can help in bring down the operating cost • The Real Time Gross Settlement (RTGS), CBS (Core Banking Solution) Customer Value Management • The main thrust of CRM is to develop new products, render value creation, gain market leadership and spread risks and vulnerabilities besides facing competition
  8. 8. Utility of CRM in Banks Campa ign Manag ement Custo mer Inform ation Consol idation Market ing Encycl opedia 3 6 0- degree view of compa ny Person alized sales home page Lead and Opport unity Manag ement Activit y Manag ement Contac t Center Operat ional Ineffici ency Remov al
  9. 9. CRM Business Model
  10. 10. Customer management assessment tool • Assessments bring together a range of tools and methodologies that provide a detailed, objective, benchmarked assessment of an organization’s capability to effectively manage its customers.
  11. 11. Benefits of CRM
  12. 12. Facts & Figures
  13. 13. HISTORY • http://www.appuonline.com/appu/investmen t/about.html • http://www.google.co.in/search?q=history+of +financial+services+in+india&hl=en&tbs=tl:1& tbo=u&ei=QibQTP35I4WavAOAzOz0BQ&sa=X &oi=timeline_result&ct=title&resnum=11&ve d=0CEYQ5wIwCg
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