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KaptureCRM for Banking
The document discusses Kapture, a sales and service automation platform tailored for the banking sector, addressing challenges such as poor customer management, legacy systems, and inefficient complaint handling. By improving customer experience and retention, Kapture offers features like lead management, interaction tracking, and multi-channel support, ensuring compliance with industry regulations. The platform is designed to streamline operations, improve productivity, and enhance client interactions, ultimately reducing attrition and increasing business efficiency.
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KaptureCRM for Banking
- 1. Sales & Service AutomationPlatform
- 2. 1 2 3 45 6 Poor customer management. No track of past transactions. No track of customer emails, calls leading to loss of business Too many legacy systems set up to different financial services and workflows Slower response time for each sales enquiry Multiple bank branches with multiple phone numbers and multiple email ids Inefficient complaint and feedback management Challenges in the Banking Industry
- 3. Build a strongerfoundation for the relationship between you and your customers, and improve experience, and make them more likely to choose you over your competitors. The automation, streamlining and consolidation that Kapture can provide your organization will allow you to better satisfy your customers and retain their patronage. CRM can make the difference between satisfied customers and a high attrition rate. CRM for Banking
- 4. Today's financial institutionsface increasing competition from global banks, regional institutions, the Internet and alternative funding sources. The Problem
- 5. The best solutionfor this is to improve customer experience - clients that feel valued and receive high-quality service are less likely to look elsewhere. Kapture will help your financial institution improve customer retention and maximize referral opportunities. The Solution
- 6. Customized for theBanking Sector Lead Management Security & Compliance Multi-channel Support End-to-End Platform If you're looking for an easy-to use 360 software with features that help maintain and organize contact management, sales automation and marketing. o
- 7. Website Phone Social Media 3rd partyfinancial lead sources Offline Media E-mail Lead Management Integrate Multiple Lead Sources
- 8. Lead Management Track newleads from multiple sources and assign them to your Sales team.
- 9. Daily Plans Never missout on minute details with constant updates for your daily schedule.
- 10. Sales Tracker Seamlessly trackyour sales team and get an overview of all meetings using the platform.
- 11. Sales Tracker Get allmeeting details on one screen itself to ensure that the sales team’s productivity increases by 20% within 6 months
- 12. Expense Management Seamlessly Manageexpenses of your employees on the cloud.
- 13. Security & Compliance Regulationof the banking industry is already complex, and it’s not getting any simpler. One of the biggest benefits of Kapture is that it contains all the security features required for the industry and helps ensure compliance with all regulations. Deal with confidential customer information by using robust, risk-free measures.
- 14. Payments and Collections Keeptrack of all financial transactions Create payment schedules Send payment follow ups and reminders automatically Integrate with any accounting software with API capabilities Stay updated with all payments - whether pending or cleared
- 15. Multi-channel Support Increase yourreach with multi- channel customer support Track multiple tickets and know the ticket status Solve client issues with a single inbox that keeps the entire team connected Manage and reduce escalations with a matrix that you can configure INNOVATE AND AUTOMATE BUSINESS PROCESSES INGENIOUSLYLive Chats Existing Proprietary Software Call Centre Email & SMS Online Campaigns/ Feedback Forms Social Media Website
- 16. Core Features Contact ManagementInteraction Tracking Reporting and Analytics Kapture allows businesses to better organize and manage relationships with their customers and clients by consolidating contact information into one location that is accessible by stakeholders across the company. Automate various processes for management to monitor performance and productivity, both across the board and for individual employees.
- 17. Contact Management A searchabledatabase of stored customer/client contact information, as well as important documents such as contracts and sales proposals.
- 18. Order Management Add presetBank quotations in the System to speed up daily processes Send proposals & quotations directly from the mobile itself
- 19. Interaction Tracking Track allconversations held with those contacts - whether they be over the phone, face to face or via live chat, email or other channels. These interactions may be logged manually, or automated through integrations with your phone and email. Kapture tracks interactions with clients on social media platforms (Facebook & Twitter)
- 20. Interaction Management Call center Chats SocialMedia Tickets Loved your Argan Oil. It is super amazing! Website 3rd party sites
- 21. Interaction Management An interactionmanagement system that integrates your multiple email ids to one inbox so that you can stay updated with each Customer-conversation for a hassle-free operations 1 Stay on top of all banking emails 2 Don’t miss on any important mails, it could mean business. 3 Reduce the time taken for each employee to close cases 4 Automate standard process and let the team work on important matters 5 Create consistent experience for your customers for better retention
- 22. Email Marketing Mark Mark Mark Welcome mailer! Feedback Mailer Purchase Reminder Mailer 3months old customers New customers – past 10 days All prospects Create & set templates Manage multiple campaigns Single dashboard view for all campaigns Campaigns
- 23. Email Marketing Campaign Statistics Scheduledeliveries Get detailed insights of each campaign Partnered with SendGrid – One of the best Mail Clients
- 24. Survey Management Integrate Surveyforms with Kapture for Bank Apps Map the submissions with the customers in the system for database management
- 25. Sales Reports Get allmeeting details on one screen itself to ensure the sales team’s productivity.
- 26. Telephony 3rd partysoftware In-house software Integrations Integrates with any system that offers API’s
- 27. Social media &websiteAccounting software Integrations A large array of rich API’s for all your extensive needs
- 28. Device Compatibility Works acrossall devices
- 29. Our Team A teamof 150+ people Presence across Mumbai, Bangalore, Delhi & Houston (USA). Serving more than 300+ clients across the globe. Kapture CRM has been selected by Google’s prestigious Launchpad accelerator program Funded by Vulcan Management, one among the leading Interim management solutions provider in Houston, in Houston, USA.
- 30. SOME OF OUR PROUDCLIENTS Thank You Some of our proud clients Bangalore Mumbai Delhi Houston (USA) www.kapturecrm.com Contact: +91 7899887755 www.kapdesk.com Mail us at: sales@kapturecrm.com