This document discusses key CRM features for the financial industry. It outlines 9 features: 1) 360 Degree View of Financials to provide a centralized customer database, 2) Contact Management with a searchable database of customer information, 3) Lead Management tools to route and track leads, 4) Customer Engagement tools to improve interactions, 5) Marketing Management for campaigns, 6) Sales Automation to support sales teams, 7) Integration Capabilities to sync data across platforms, 8) Workflow Automation to standardize processes, and 9) Reports and Analytics to evaluate performance. The document promotes contacting the company to customize a CRM for an organization's needs.

1. Key CRM Features for Financial Industry

2. Overview
• Due to the cut throat competition, many financial services
organizations be it banks, insurance companies or capital
markets, find it difficult to differentiate themselves.
• The nature of the industry is such that the product could be
easily imitated, making it difficult for them to set themselves
apart from the competitors.
• Many organizations have realized that in order to gain a
competitive edge and win more business, they need to enrich
their customer relationship experience.
• By implementing a CRM solution that has the quintessential
financial services features, a business can improve customer
retention, become more competitive and increase profits.
• Let’s take a look at the key CRM features for financial
industry that will help companies address all the needs of
their clients.

3. • Have accurate and up-to-date information about the products used
by your clients, their incomes, debts, loans, credit scores and other
details.
• Store centralized data about customers including transactions,
interactions and preferences.
• Full client knowledge will make financial advisors respond instantly
when problems arise.
1- 360 Degree View of Financials

4. • This provides a searchable database of stored client contact
information as well as important documents such as contracts and
sales proposals.
2- Contact Management

5. • Banks, insurance companies and other businesses in the finance
industry need lead acquisition and funneling tools.
• When a lead comes in, it needs to be routed to the correct agent,
advisor or manager, and then tracked correctly.
3- Lead Management

6. • The CRM should contain tools which improve customer engagement,
including email newsletters, social media integration and relationship
tracking.
4- Customer Engagement

7. • Send out multi-channel and multi-wave campaigns and derive
maximum ROI for every marketing dollar.
• Design and personalize marketing messages and target campaigns
towards the most suitable segments.
5- Marketing Management

8. • Give your sales team everything they need to prospect, manage
contacts, record activities and ultimately close more business
opportunities.
6- Sales Automation

9. • A lot of important data often resides in specialty accounting and
banking software.
• Look for a CRM offering third-party integration with your company’s
desired solutions.
• Seamless integration allows the system to sync data across multiple
platforms, marketing channels and users, saving precious time and
7- Integration Capabilities

10. • Standardize business processes.
• The system will automatically set the next task in the process once
the previous task has been marked as completed.
• Improve operational efficiency by building workflows that provide
automated alerts and reminders for follow-ups that need to be taken
care of personally.
8- Workflow Automation

11. • Create reports and generate analytics that will help evaluate
performance and productivity.
• These reports are based on the activities that have been logged into
the CRM system such as the amount of revenue generated.
• These tools can be extremely useful for predicting future sales
9- Reports and Analytics

12. Our experts at Rolustech have over 10 years of
experience in customizing and integrating CRM
solutions related to sales, marketing and support for
all business types including the finance industry.
Contact us and we will optimize your CRM according
to your business needs.
Contact us here
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