The document discusses the transformation of corporate banking through customer relationship management (CRM) innovations that leverage digital technologies for improved customer experiences and insights. It emphasizes the importance of viewing CRM as a business strategy focused on relationship-centric approaches, enabling deeper customer connections and enhanced account management. Additionally, the document highlights the role of real-time intelligence, mobile accessibility, and continuous automation in driving meaningful customer engagement and operational efficiency.

1. CORPORATE BANKING
Profiting From Relationship Innovation

2. The power of digital has revolutionized customer experiences
and expectations. Today, customer centricity relies on mining
behavioral insights, identifying trends, tracking actions
in real-time, and offering customized products & solutions
based on this data. But how do enterprises achieve that
level of responsiveness, agility, and customer delight?
The simple answer - CRMNEXT
HOW
Manage Profitable
‘Relationship’
in a Digital Age

3. FUNCTIONAL OVERVIEW
Sales Management
Marketing Management
Performance Accelerators
Business Process Designers
Customer Service Management
Codeless Configuration Toolbox
Enterprise Integration Engine
• Lead Management
• Account Management
• Contact Management
• Opportunity Management
• Offer Management
• Multichannel Lead Capture
• Assignments And Routing
• Alerts & Escalations
• Customer Organization Charts
• Sales Coach
• Cross Sell Management
• Tasks & Calendar
• Internal Collaboration Engine
• Knowledge Management
• Camapign Designer
• Template Management
• Static & Dynamic Target Lists
• Budgets & Expenses
• Offer Management
• Multi Channel Campaigns
• Multi-wave Campaigns
• Catalyst Performance Modeler$
• Autoflow DesignerTM
• Document Management
• Target & Forecasting
• Team Management
• Multiple Team Selling
• Deduplication
• Multi Level Territory
• Process & Workflow Designer
• Forms & Layout Designer
• Integration Designer
• Reports & Dashboards
• Mobility
• AI Powered Scoring1
• AI Powered Insights1
• Digital Customer Journeys2
• ML & NLP Bots Based Support1
• Lead Capture & Assignments
• Campaign ROI Tracking
• Conversion Tracking
• Reports & Dashboards
• Predictive Modelling1
• AI Powered Insights1
• Trinity Cross Sell Modeler$
• Screenflow DesignerTM
• Multi-channel Case Capture
• Case Management
• Case Routing
• Case Escalation
• Solutions
• Knowledge Management
• Templates
• Auto-response
• CTI Integration
• Custom Fields
• Custom Objects
• Custom Layouts
• Active Cards
• Alerts & Escalation Engine
• Deduplication
• Assignment Rule Engine
• Autonoma Integration™ Engine
• Mashup Anywhere
• Training Management
• Data Leak Protection
• Mobility
• Internal Collaboration Engine - Pulse
• AI powered Insights1
• Reports & Dashboards
• ML & NLP Bots Based Support1
• Digital Customer Journeys2
Social Media Management
• Twitter Integration
• Facebook Integration
• Linkedin Integration
• Lead Capture
• Case Capture
• Contact Capture
• Response Management
• Reports & Dashboards
• Reports & Dashboards Designer
• Teams Management
• Territory Management
• Products Management
• Roles Management
• User Management
• Web APIs
• Messaging Queues

4. To develop relationship-centric RMs, the enterprise needs to
approach Customer Relationship Management (CRM) as a business
strategy rather than a technology solution. This shift in perception
drives RMs to identify products for customers instead of the other way
around. Further, by putting customer relationships at the heart of the
business, rather than mere customer acquisition, RMs are empowered
to establish deeper and wider individual customer relationships.
MOVE FIRST WITH
REAL TIME
INTELLIGENCE

5. Value-driven account planning
• Define Value: RMs can track Key Account Value to monitor
their own per formance and prioritize activities.
• Track Customer Journeys: RMs can leverage the power
of CRMNEXT to track budgets & annual plans with current
achievements for existing customers while recording journeys
from prospect-toopportunity-to-customer for new customers.
Unified views for real time intellegence
• Real-Time Intelligence: RMs get real-time data and updates on
corporate customer activity for superior product targeting,
service and cross-sell opportunities.
• Many Touchpoints, One View: Customers often have multiple
touchpoints with an enterprise through different RMs.
CRMNEXT keeps RMs up-to-date with every activity related
to a customer to avoid communication redundancy and
customer irritation while increasing wallet-share
Comprehensive 3600
visibility
• Seamless Third-Party Integration: Ready connectors available
for integration with third-party sources to deliver ready-to-use,
verified profile information.
• Richer Customer Profiles: RMs can help businesses build
immensely rich customer profiles as they record details within
the system to develop comprehensive profiles with interaction
histories that lay the foundation for more meaningful, long-term
business relationships.
90%
RMs relate increased productivity with
real time intelligence

6. The CRM of the present (and future) needs to be one that initiates,
cultivates, and sustains a two-way exchange of value between RMs
and customers to maximize customer retention. This becomes possible
when enterprises recognize that customer service does not mean
Customer Relationship Management. True CRM goes way beyond
this. Further, RMs need to think VALUE at every step of the customer
lifecycle - from first contact to first transaction, to be able to cross-sell
& up-sell products and services.
In other words, a CRM must help RMs to execute business strategy
with competitive differentiation. Not just that, it must empower RMs
with the tools to deepen customer relationships at every transaction.
NURTURE YOUR RMs WITH
PERFORMANCE
MODELERS

7. Use actionable dashboards
• Customized Views: CRMNEXT gives RMs the power to create
customized views & reports and get detailed reports drilled
down to various functions.
• Quicker Decision Making: Interpret trends & context with
CRMNEXT’s intuitive interface and make faster decisions.
Guarantee plan execution
• Track RM Activity: Top management can track & review
meetings planned/scheduled by RMs for a defined period,
follow-ups, and resulting opportunities.
• Track RM Effectiveness: In addition to RM activity, top
management enjoys a real-time view of lead conversion rates
and hit rates with the Catalyst Performance Modeler.
Create opportunities you can bank on
• RMs can put away those dreadful spreadsheets and mail trails
for good! With CRMNEXT, logging an opportunity is now one swipe
away, utilizing one system online for anytime, anywhere access.
RMs demand planning tools to establish
a account-centric relationship model80%

8. To leverage the power of mobility, CRMs need to come with an
incredibly simple, agile, and intuitive UX to deliver ANYTHING,
ANYTIME, ANYWHERE (AAA Class) Service.
Gone are the days of complex, layered, and unwieldy interfaces.
Today’s digital-native customers and RMs need to be served with user
experiences that enable them to achieve their objectives in shortest
possible time. That means eliminating endless hours of training,
workshops, and note-taking while making ease-of-use a minimum
prerequisite when choosing a CRM.
SIMPLIFY ONBOARDING
WITH DIGITAL
CAPABILITIES

9. Deepen account satisfaction and loyalty
Offer personalized attention to accounts based on a wealth of
online data. Use digital technologies like David Decision EngineTM
& Vivid Authoring StudioTM to automate onboarding processes and
subsequent relationship activities.
Embrace streamlined and cross channel approach
Smartly manage account information, preferences, trends etc.
between touchpoints,channels and product lines, thus streamlining
account management activities. Eliminate costs of lost opportunity,
attrition and growth stagnation.
Balance account and bank values
The goals of an account are convenience, relevance, engagement
and mobility. Those of your bank are profitablity, loyalty, market
exposure, expansion and operational effiencies. Converge them with
AI and robotic process automation to mitigate risks and power up
account growth.
Corporates feel current onboarding
processes are lenghty and complex
90%

10. WORKING WITH THOUGHT LEADERS GLOBALLY
World’s Largest CRM Implementation
3,25,000+ Users | Across 19 Countries
Contact: sales@crmnext.com
 www.crmnext.com | B highimpactcrm.com | L @crmnext