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Regain Your Competitive Edge with CRM for Banking


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Are you using antiquated CRM software? Today’s banks need to maximize customer relationships, and that calls for integrated CRM software that works directly with the core. If you’re ready to learn about next generation CRM for banking, then use these tips to overhaul your approach to service, channels and customer experience.

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Regain Your Competitive Edge with CRM for Banking

  1. 1. 1© Copyright 2015. Computer Services, Inc. REGAIN YOUR COMPETITIVE EDGE WITH
  2. 2. 2© Copyright 2015. Computer Services, Inc. IS YOUR FINANCIAL INSTITUTION FACING THESE PRESSURES? The need to boost profitability The need to increase wallet share The need to attract and retain customers The threat of increasing competition and decreasing resources
  3. 3. 3© Copyright 2015. Computer Services, Inc. ALLEVIATING THESE PRESSURES …According to 2015 Banking Outlook from Deloitte Center for Financial Services On Balance Sheet Efficiency On Growth & Competition On Shifting Payments Industry On Use of Data & Analytics “To retain deposits, banks should be ramping up their customer relationship programs, increasing cross-selling efforts …” “Firms should attempt to build holistic customer solutions by harnessing the power of all their business lines: consumer, commercial, and investment banking.” “Banks must look for new ways to be top of wallet and to differentiate the customer experience.” “Seeking value creation through collaboration with the business lines and functional groups will increasingly become the hallmarks of success.”
  4. 4. 4© Copyright 2015. Computer Services, Inc. SOLUTION: NEXT GENERATION CRM Next Generation CRM = Core Integration The latest CRM solutions provide a 360-degree view of the customer or prospect, which is visible to everyone within the bank via the same system they use to do 90% of their work. Blind spots are eliminated, allowing any employees to provide stronger support experiences regardless of channel or touch point.
  5. 5. 5© Copyright 2015. Computer Services, Inc. WITHOUT INTEGRATED CRM Why then, is the salesperson being forced to rekey [customer information] into the CRM system? [Integration] should be the number one requirement of any CRM system. – Top 5 Ways to Improve CRM Use in Large Firms by Chad Van Derrick for DISJOINTED APPROACH = A DISAPPOINTING CUSTOMER EXPERIENCE
  6. 6. 6© Copyright 2015. Computer Services, Inc. WITH INTEGRATED CRM Everything Congruously Revolves 360˙ Around the Customer Relationship Specifics are captured by any business line or functional group into the Core/Integrated CRM FRONT LINE BACK END
  7. 7. 7© Copyright 2015. Computer Services, Inc. SEAMLESS COLLABORATION SMART DIALOGUE CRM generates “smart” dialogue with customers and prospects. They never have to repeat their story because it’s visible and shareable by all within the core. NO BARRIERS It breaks down the barriers between business lines, which ensures no opportunities are lost because of lack of communication. IMPROVED PRODUCTIVITY CRM increases work productivity, because no two employees are inadvertently working on the same task for the same customer. BRAND IMAGE It supports and protects the brand image by ensuring a consistent voice, no matter how or with whom the customer is interacting with at the bank.
  8. 8. 8© Copyright 2015. Computer Services, Inc. DOWNLOAD OUR CRM WHITE PAPER NOW! Learn how your institution can benefit from next generation CRM through our free industry white paper. “Recapture Your Competitive Edge with Latest Generation CRM” • Gain perspective on the advantages of core integration • Discover how to utilize customer channel preferences and better anticipate customer needs • Learn best practices for a fully differentiated customer experience Click here to download the white paper now!