Keytrade Bank implemented Microsoft Dynamics CRM with partner Travi@ta to centralize its customer relationship management. This allows Keytrade to proactively follow up on leads from various sources and personalize marketing campaigns based on customer information. Over 20 Keytrade employees now use Dynamics CRM daily to manage integrated sales and marketing. The system ensures leads are followed up end-to-end and that CRM data is used to improve marketing effectiveness.
Travi@ta newspaper with ARTICLES about Single View of broker & customer, Contact Management, Activity Management, Goal Management, Sales Automation, Marketing Automation, Customer Care; TESTIMONIALS from AXA Belgium, Mercator Insurance, Mensura, Keytrade Bank, HPG Belgium, Delta Lloyd Life,
Fintro, Microsoft; much more ...
DOWNLOAD THE FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2012
This document discusses how Microsoft Dynamics CRM can help retail banks meet challenges around business agility, relationship banking, and improving the customer experience. It describes how CRM strategies and solutions can enable banks to measure customer value, explore opportunities to develop customer-centric business models, and improve back-office efficiency. The document outlines how Dynamics CRM provides a platform for business process management, return on investment tracking, service-oriented architecture, and a 360-degree view of customers.
The World of CRM - SBDC - June 20 - 2016Brad Tornberg
1. The document discusses choosing the right CRM solution for a business. It covers what CRM is and isn't, the benefits of CRM, different types of CRM, and reviews various CRM solutions including standalone, integrated, and all-in-one options.
2. Key benefits discussed include solutions being tailored to a business, rapid deployment, intuitive user interfaces, and scalability. Types of CRM covered are analytical, collaborative, operational, geographic, and sales intelligence. The market for CRM solutions is explored along with pricing ranges.
3. The presentation ends with a discussion that emphasizes choosing a solution based on needs and strategy, trying tools before committing, and that no single solution is best
The document discusses social customer relationship management (Social CRM). It defines Social CRM as a business strategy supported by technology that is designed to engage customers in collaborative conversations to provide mutually beneficial value. Social CRM encompasses a broader range of online customer interactions than traditional CRM, including social media platforms. The document outlines different Social CRM software vendors and use cases, and discusses how Social CRM can complement and enrich traditional CRM approaches by engaging customers externally.
MicroStrategy BI solution for Insurance industryBiBoard.Org
This document discusses how business intelligence solutions from MicroStrategy can help insurance companies maximize profits from policyholders. It outlines some typical problems insurance companies face, such as having few customer touchpoints after the initial sale and fragmented customer data sources. MicroStrategy's BI platform can consolidate customer data from different systems to create a single view of each customer. With insights into customer behavior trends and patterns, insurance companies can develop targeted strategies to cross-sell additional products, improve customer retention, and generate new revenue opportunities.
This document provides an overview of the Magic Quadrant for Customer Communications Management Software published by Gartner in January 2017. It evaluates 15 featured CCM providers, assessing their strengths and capabilities. The market for CCM tools is evolving from static printed outputs to dynamic on-demand communications across multiple channels. Application leaders should use this report to help assess the best CCM solution for their organization.
This document provides an overview of Customer Relationship Management (CRM) technologies and strategies. It discusses how CRM aims to help companies better understand customers through centralized customer data collection and analysis. The document outlines the history and evolution of CRM, key components of CRM strategies like marketing automation and sales force automation, emerging trends in CRM technologies, and potential benefits and risks of implementing a CRM system.
MX provides a data-driven money management platform that aggregates internal and external financial data to provide a holistic view of a user's finances. Key aspects of their platform include:
1) Partnering with financial institutions and banking technology providers to integrate their platform.
2) Using a world-class user interface with engaging visualizations like "bubble budgets" to enhance the user experience of tracking spending and budgets.
3) Aggregating data from multiple sources and using natural language processing and machine learning to cleanse, categorize, and classify transactions for improved usability of the data.
4) Driving high adoption rates through creative marketing campaigns and full integration of the platform into existing online banking workflows rather
Travi@ta newspaper with ARTICLES about Single View of broker & customer, Contact Management, Activity Management, Goal Management, Sales Automation, Marketing Automation, Customer Care; TESTIMONIALS from AXA Belgium, Mercator Insurance, Mensura, Keytrade Bank, HPG Belgium, Delta Lloyd Life,
Fintro, Microsoft; much more ...
DOWNLOAD THE FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2012
This document discusses how Microsoft Dynamics CRM can help retail banks meet challenges around business agility, relationship banking, and improving the customer experience. It describes how CRM strategies and solutions can enable banks to measure customer value, explore opportunities to develop customer-centric business models, and improve back-office efficiency. The document outlines how Dynamics CRM provides a platform for business process management, return on investment tracking, service-oriented architecture, and a 360-degree view of customers.
The World of CRM - SBDC - June 20 - 2016Brad Tornberg
1. The document discusses choosing the right CRM solution for a business. It covers what CRM is and isn't, the benefits of CRM, different types of CRM, and reviews various CRM solutions including standalone, integrated, and all-in-one options.
2. Key benefits discussed include solutions being tailored to a business, rapid deployment, intuitive user interfaces, and scalability. Types of CRM covered are analytical, collaborative, operational, geographic, and sales intelligence. The market for CRM solutions is explored along with pricing ranges.
3. The presentation ends with a discussion that emphasizes choosing a solution based on needs and strategy, trying tools before committing, and that no single solution is best
The document discusses social customer relationship management (Social CRM). It defines Social CRM as a business strategy supported by technology that is designed to engage customers in collaborative conversations to provide mutually beneficial value. Social CRM encompasses a broader range of online customer interactions than traditional CRM, including social media platforms. The document outlines different Social CRM software vendors and use cases, and discusses how Social CRM can complement and enrich traditional CRM approaches by engaging customers externally.
MicroStrategy BI solution for Insurance industryBiBoard.Org
This document discusses how business intelligence solutions from MicroStrategy can help insurance companies maximize profits from policyholders. It outlines some typical problems insurance companies face, such as having few customer touchpoints after the initial sale and fragmented customer data sources. MicroStrategy's BI platform can consolidate customer data from different systems to create a single view of each customer. With insights into customer behavior trends and patterns, insurance companies can develop targeted strategies to cross-sell additional products, improve customer retention, and generate new revenue opportunities.
This document provides an overview of the Magic Quadrant for Customer Communications Management Software published by Gartner in January 2017. It evaluates 15 featured CCM providers, assessing their strengths and capabilities. The market for CCM tools is evolving from static printed outputs to dynamic on-demand communications across multiple channels. Application leaders should use this report to help assess the best CCM solution for their organization.
This document provides an overview of Customer Relationship Management (CRM) technologies and strategies. It discusses how CRM aims to help companies better understand customers through centralized customer data collection and analysis. The document outlines the history and evolution of CRM, key components of CRM strategies like marketing automation and sales force automation, emerging trends in CRM technologies, and potential benefits and risks of implementing a CRM system.
MX provides a data-driven money management platform that aggregates internal and external financial data to provide a holistic view of a user's finances. Key aspects of their platform include:
1) Partnering with financial institutions and banking technology providers to integrate their platform.
2) Using a world-class user interface with engaging visualizations like "bubble budgets" to enhance the user experience of tracking spending and budgets.
3) Aggregating data from multiple sources and using natural language processing and machine learning to cleanse, categorize, and classify transactions for improved usability of the data.
4) Driving high adoption rates through creative marketing campaigns and full integration of the platform into existing online banking workflows rather
Metrics social crm - myths and realities - march 2011 finalDean Westervelt
This document discusses social customer relationship management (social CRM). It begins with definitions of social CRM from various experts and the presenter. It then covers key components of social CRM including strategy, technology, and data. For each component, it contrasts the current reality with the future state. Specifically, it discusses how social CRM strategies are beginning to focus on customer service and product development rather than just marketing. It also notes the need for more advanced social CRM technology and data management platforms to fully realize the future state of social CRM.
Mindtree's expertise in corporate banking portals.Mindtree Ltd.
Online banking in corporate banks is still at a very nascent stage. Most banks provide minimum service through disparate online channels, across product lines. A majority of them are organized as per product lines – cash management, corporate finance and leasing. Each business unit tends to have it’s own customer channel. This makes it difficult for the CIOs / CMOs to present a unified and coherent user experience. Adding mobile to the mix only increases the woes of corporate users.
This document discusses the top 5 fastest growing companies in securities technology between 2003-2005 based on compound annual growth rate in end users. These companies are ViewTrade Securities, Pyxis Mobile, IMTrader, Pivotal Corp, and BondDesk Trading. It provides details on each company's business model, growth strategies, products/services, and competitive advantages. Key trends discussed include growing demand for mobile solutions, integration of instant messaging into trading, and online/cloud-based platforms providing trading functionality.
This document discusses Customer Relationship Management (CRM) in the context of non-banking financial services. It provides an introduction to CRM and highlights that most institutions take a narrow view of CRM, limiting benefits. A successful CRM strategy incorporates business activities, channel management, relationship management, and back-office/front-office integration within a customer-centric approach. The document then discusses concepts, benefits, challenges and importance of CRM for non-banks. It also covers CRM techniques used by non-banks in India and future trends in CRM.
Max Life chose CRMNEXT as a powerful insurance CRM solution that streamlined and automated processes, improved agent management and provided actionable intelligence at all touch points.
Read More: https://www.crmnext.com/
Twenty years ago, CSU Group was founded in Brazil to support banks and retailers in issuing credit cards. Since then, CSU Group has grown to become a leading provider of payment processing and customer engagement solutions. It now has operations across multiple Brazilian cities and has trained over 18,000 students through its social programs. CSU Group aims to provide innovative, high-quality solutions through its four divisions: payment processing, business process management, marketing solutions, and contact center management.
Adtelligence best practise use case guide for automated customer lifecycle ma...ADTELLIGENCE GmbH
The document provides guidance on leveraging customer data with AI across the customer lifecycle for payment and credit card issuers. It discusses challenges they face from changes in regulation and competition. It then outlines how data-driven customer lifecycle management using AI can increase engagement, transactions, cross-selling and retention. The document describes data sources issuers can utilize and provides examples of applying machine learning models at each stage of the customer lifecycle.
Dynamics day '11 - Executive Retail Briefing Rajeepan RaguneethanIntergen
Microsoft Dynamics AX for Retail provides an end-to-end retail solution that connects people, processes, and channels across organizations. It offers a 360-degree view of customers through multi-channel retailing and insights from customer data. The solution includes point of sale, store management, merchandising, demand management, and replenishment capabilities. It also allows for additional engagement through social media, mobile, and personalized marketing across channels.
This document discusses how banks are increasingly monitoring and engaging in social media to have conversations with customers, understand feedback, and improve products and services. It provides examples of how Citi and other banks are using tools from vendors like Attensity to track mentions across various social media platforms, analyze sentiment, and even automate responses. While monitoring social media was once limited to PR firms, there are now many specialized tools and platforms that banks can use to join online discussions and apply insights to enhance customer experience and relationships.
Credit unions must adopt digital strategies to provide seamless, personalized experiences for customers across channels as customer expectations change. A successful strategy involves understanding customers, developing a customer experience plan, and integrating digital and physical channels into a single experience. Research shows satisfaction with online, mobile, and social media interactions can significantly impact customer engagement and retention.
Inflection Point Media has built a platform to connect business marketers with business decision makers online. It collects data from leading B2B sites on users' search keywords, browsing behavior, and recency of activity to group them into proprietary segments of similar purchasing intent. Marketers can then target ads to these prequalified audience segments as they browse various business publisher sites. The platform allows marketers to message to business professionals throughout their purchase process, from initial awareness to final consideration and purchase.
Single View of Customer for Insurance Company | CandelaLabsGAVarun
The Single View Of Customer (SVOC) is a consolidated view, of all internal and external information available to an insurer, mapped on to a single interface.
https://www.candelalabs.io/single-view-of-customer/
In 2008 there were 707 mergers, acquisitions, and capital raises in the online media sector, substantially more than 2007. The consumer sector had the highest reported transaction value at $6.2 billion, followed by business services. Transaction volume was highest in social networking, online video/gaming, and web applications/enabling categories. Several sectors saw increased investment and deal activity in 2008 compared to 2007.
The document discusses democratizing social CRM by making social customer data accessible to all enterprise applications, not just a select few, through the Buzzient API. It argues that social CRM should be available across both cloud and on-premise applications in a hybrid environment, rather than an all-or-nothing proposition. The API aims to give customers control and portability over their own social data, rather than locking them into specific vendor platforms.
Benefits of tighter Automotive Dealer-Manufacturer Data CollaborationInfosys
The automotive industry lags in its ability to collaborate through the value chain in order to maximize customer satisfaction and efficiency. Several impediments such as heterogeneous nature of Dealer-originated information, the barriers of working through protective Dealer Systems Providers (DSPs), dealer concerns of protecting sensitive information, underlying technology immaturity, and manufacturer system constraints exist.One of the most significant opportunities for improvement is how Dealers and Manufacturers can effectively, consistently, and co-operatively utilize common information for mutual benefit
Social CRM - Not Your Father's Customer Relationship ManagementBrent Leary
The document discusses the evolution of customer relationship management (CRM) with the rise of social media. Traditional CRM focused on automating processes like lead generation and sales pipelines. Social CRM adds a dimension of building quality relationships through social media interactions, analyzing relationship-building activities, and creating engaging content. It gives examples of how universities are using tools like Twitter, YouTube, iTunes, and Second Life to better engage with students and prospects in a social, collaborative way.
The European Foundation Centre (EFC) uses Microsoft Dynamics CRM to manage member and event information in a centralized system. Previously, member data was spread across dozens of databases. EFC implemented Dynamics CRM to create a single source of detailed and up-to-date member profiles. This allows for more efficient event organization and administration. EFC also plans to integrate Dynamics CRM with its website to enable self-service features like online registration and profile editing for members.
JSUG - TU Wien Cocoon Project by Andreas PieberChristoph Pickl
The document discusses the Cocoon(3) project which is a web framework that uses XML pipelines, comparing the use of StAX and SAX for processing XML in iterations to determine the best approach. It also covers advantages and disadvantages of working on an open source project through ASE including learning opportunities but also higher requirements and oversight from experts.
Financial Services CRM Special newspaper. Edition 2013 with testimonials from Delta Lloyd Life, AXA Belgium, Keytrade Bank, CCV, Genii Capital and articles about Mobile CRM, Social CRM, CRM for Insurance, CRM for Banking, Single View of Customer & Broker, Marketing Automation, ...
DOWNLOAD FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2013
Metrics social crm - myths and realities - march 2011 finalDean Westervelt
This document discusses social customer relationship management (social CRM). It begins with definitions of social CRM from various experts and the presenter. It then covers key components of social CRM including strategy, technology, and data. For each component, it contrasts the current reality with the future state. Specifically, it discusses how social CRM strategies are beginning to focus on customer service and product development rather than just marketing. It also notes the need for more advanced social CRM technology and data management platforms to fully realize the future state of social CRM.
Mindtree's expertise in corporate banking portals.Mindtree Ltd.
Online banking in corporate banks is still at a very nascent stage. Most banks provide minimum service through disparate online channels, across product lines. A majority of them are organized as per product lines – cash management, corporate finance and leasing. Each business unit tends to have it’s own customer channel. This makes it difficult for the CIOs / CMOs to present a unified and coherent user experience. Adding mobile to the mix only increases the woes of corporate users.
This document discusses the top 5 fastest growing companies in securities technology between 2003-2005 based on compound annual growth rate in end users. These companies are ViewTrade Securities, Pyxis Mobile, IMTrader, Pivotal Corp, and BondDesk Trading. It provides details on each company's business model, growth strategies, products/services, and competitive advantages. Key trends discussed include growing demand for mobile solutions, integration of instant messaging into trading, and online/cloud-based platforms providing trading functionality.
This document discusses Customer Relationship Management (CRM) in the context of non-banking financial services. It provides an introduction to CRM and highlights that most institutions take a narrow view of CRM, limiting benefits. A successful CRM strategy incorporates business activities, channel management, relationship management, and back-office/front-office integration within a customer-centric approach. The document then discusses concepts, benefits, challenges and importance of CRM for non-banks. It also covers CRM techniques used by non-banks in India and future trends in CRM.
Max Life chose CRMNEXT as a powerful insurance CRM solution that streamlined and automated processes, improved agent management and provided actionable intelligence at all touch points.
Read More: https://www.crmnext.com/
Twenty years ago, CSU Group was founded in Brazil to support banks and retailers in issuing credit cards. Since then, CSU Group has grown to become a leading provider of payment processing and customer engagement solutions. It now has operations across multiple Brazilian cities and has trained over 18,000 students through its social programs. CSU Group aims to provide innovative, high-quality solutions through its four divisions: payment processing, business process management, marketing solutions, and contact center management.
Adtelligence best practise use case guide for automated customer lifecycle ma...ADTELLIGENCE GmbH
The document provides guidance on leveraging customer data with AI across the customer lifecycle for payment and credit card issuers. It discusses challenges they face from changes in regulation and competition. It then outlines how data-driven customer lifecycle management using AI can increase engagement, transactions, cross-selling and retention. The document describes data sources issuers can utilize and provides examples of applying machine learning models at each stage of the customer lifecycle.
Dynamics day '11 - Executive Retail Briefing Rajeepan RaguneethanIntergen
Microsoft Dynamics AX for Retail provides an end-to-end retail solution that connects people, processes, and channels across organizations. It offers a 360-degree view of customers through multi-channel retailing and insights from customer data. The solution includes point of sale, store management, merchandising, demand management, and replenishment capabilities. It also allows for additional engagement through social media, mobile, and personalized marketing across channels.
This document discusses how banks are increasingly monitoring and engaging in social media to have conversations with customers, understand feedback, and improve products and services. It provides examples of how Citi and other banks are using tools from vendors like Attensity to track mentions across various social media platforms, analyze sentiment, and even automate responses. While monitoring social media was once limited to PR firms, there are now many specialized tools and platforms that banks can use to join online discussions and apply insights to enhance customer experience and relationships.
Credit unions must adopt digital strategies to provide seamless, personalized experiences for customers across channels as customer expectations change. A successful strategy involves understanding customers, developing a customer experience plan, and integrating digital and physical channels into a single experience. Research shows satisfaction with online, mobile, and social media interactions can significantly impact customer engagement and retention.
Inflection Point Media has built a platform to connect business marketers with business decision makers online. It collects data from leading B2B sites on users' search keywords, browsing behavior, and recency of activity to group them into proprietary segments of similar purchasing intent. Marketers can then target ads to these prequalified audience segments as they browse various business publisher sites. The platform allows marketers to message to business professionals throughout their purchase process, from initial awareness to final consideration and purchase.
Single View of Customer for Insurance Company | CandelaLabsGAVarun
The Single View Of Customer (SVOC) is a consolidated view, of all internal and external information available to an insurer, mapped on to a single interface.
https://www.candelalabs.io/single-view-of-customer/
In 2008 there were 707 mergers, acquisitions, and capital raises in the online media sector, substantially more than 2007. The consumer sector had the highest reported transaction value at $6.2 billion, followed by business services. Transaction volume was highest in social networking, online video/gaming, and web applications/enabling categories. Several sectors saw increased investment and deal activity in 2008 compared to 2007.
The document discusses democratizing social CRM by making social customer data accessible to all enterprise applications, not just a select few, through the Buzzient API. It argues that social CRM should be available across both cloud and on-premise applications in a hybrid environment, rather than an all-or-nothing proposition. The API aims to give customers control and portability over their own social data, rather than locking them into specific vendor platforms.
Benefits of tighter Automotive Dealer-Manufacturer Data CollaborationInfosys
The automotive industry lags in its ability to collaborate through the value chain in order to maximize customer satisfaction and efficiency. Several impediments such as heterogeneous nature of Dealer-originated information, the barriers of working through protective Dealer Systems Providers (DSPs), dealer concerns of protecting sensitive information, underlying technology immaturity, and manufacturer system constraints exist.One of the most significant opportunities for improvement is how Dealers and Manufacturers can effectively, consistently, and co-operatively utilize common information for mutual benefit
Social CRM - Not Your Father's Customer Relationship ManagementBrent Leary
The document discusses the evolution of customer relationship management (CRM) with the rise of social media. Traditional CRM focused on automating processes like lead generation and sales pipelines. Social CRM adds a dimension of building quality relationships through social media interactions, analyzing relationship-building activities, and creating engaging content. It gives examples of how universities are using tools like Twitter, YouTube, iTunes, and Second Life to better engage with students and prospects in a social, collaborative way.
The European Foundation Centre (EFC) uses Microsoft Dynamics CRM to manage member and event information in a centralized system. Previously, member data was spread across dozens of databases. EFC implemented Dynamics CRM to create a single source of detailed and up-to-date member profiles. This allows for more efficient event organization and administration. EFC also plans to integrate Dynamics CRM with its website to enable self-service features like online registration and profile editing for members.
JSUG - TU Wien Cocoon Project by Andreas PieberChristoph Pickl
The document discusses the Cocoon(3) project which is a web framework that uses XML pipelines, comparing the use of StAX and SAX for processing XML in iterations to determine the best approach. It also covers advantages and disadvantages of working on an open source project through ASE including learning opportunities but also higher requirements and oversight from experts.
Financial Services CRM Special newspaper. Edition 2013 with testimonials from Delta Lloyd Life, AXA Belgium, Keytrade Bank, CCV, Genii Capital and articles about Mobile CRM, Social CRM, CRM for Insurance, CRM for Banking, Single View of Customer & Broker, Marketing Automation, ...
DOWNLOAD FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2013
Sales Journey Assistant for Dynamics CRM - flyerRealDolmenCRM
Support your sales forces during all the stages of the sales process.
Organizing recurring visits to customers is not always easy and requires a thorough follow-up. Frequency depends on several criteria such as the yearly turnover, turnover increase, customer segmentation, etc.
Sales Journey Assistant helps sales forces organize these visits and supports them during the entire sales journey.
Delta Lloyd Life, one of the largest players on the life insurance market, set itself the objective of prolonging its growth in the years to come. After several mergers, it needed to align all resources and processes within the organisation to do this. In parallel with an ambitious Change Management programme, Delta Lloyd Life decided to invest in a CRM solution that was capable of centralising all information relating to the intermediaries - the financial advisers. Today, the sales team and the Marketing Department of Delta Lloyd Life are reaping the benefits with more efficient access to data that are of a higher quality. But above all, the CRM solution constitutes the platform for the realisation of a sales strategy: that of providing more intense support for customers with advanced digital intelligence.
This document provides an overview of Customer Relationship Management (CRM) in the context of non-banking financial services in India. It discusses how CRM can help automate lending operations, boost sales, improve customer experience and loyalty. However, challenges include creating a unified customer view across multiple systems and products. The document also outlines various CRM techniques used by non-banks like mobile and online banking. It emphasizes the importance of embracing new technologies like artificial intelligence, analytics and cloud-based solutions to gain insights, manage growth and stay compliant with regulations.
On May 26th and 27th, BNP Paribas hosted the 9th Cash Management University. This edition discussed several topics concerning 'innovations in cash management"
Crm Presentation On Standard Charted BankPooja Mishra
Standard Chartered Bank needed a CRM solution to manage the large volumes of customer data from its various banking services and over 2.2 million retail customers. It implemented a customizable SAS CRM solution to integrate data from multiple sources, perform customer analytics to predict behaviors, and deliver insights. This enabled the bank to launch targeted campaigns, products like the Diva account, and increase cross-selling. The CRM solution helped the bank focus on customer-centricity, cost management, and profitability.
1. National Australia Bank has implemented a CRM strategy for over 15 years to better understand customers and meet their needs.
2. Their CRM technology infrastructure includes a global data warehouse, dedicated CRM database, data mart for modeling, and campaign management system.
3. Implementing contemporary CRM technology presented challenges as NAB's organization structure and delivery channels evolved, but their CRM solution has improved productivity, targeting, and customer satisfaction.
MicroStrategy Business Intelligence Solutions for Financial ServicesRK Paleru
The document discusses MicroStrategy and its business intelligence solutions for the financial services industry. It states that MicroStrategy has over 1 million business users at over 3,000 organizations worldwide and that 12 of the 20 top global banks use MicroStrategy. It provides examples of several large banks and financial institutions that use MicroStrategy solutions to analyze transactions, enhance business performance, strengthen customer relationships, and monitor spending habits.
Maybank implemented an analytical CRM solution using Teradata technology to improve its customer marketing campaigns. The new aCRM approach provided a centralized view of customers and allowed segmentation into groups. This led to campaigns being 10 times more successful, with lead generation times dropping from weeks to hours and new campaigns launched in just days. The results were significant financial gains for Maybank, including RM 3 billion in new sales and a 164% annualized return on investment.
Ceska Sporitelna bank deployed a successful customer relationship management (CRM) strategy with help from Capgemini. Key elements included defining new customer segments, implementing Siebel CRM and data warehouse technologies, and streamlining customer interfaces. Metrics showed the CRM investment increased sales, profits, and customer satisfaction. Ceska Sporitelna was recognized with awards for one of the best CRM initiatives among European financial institutions. The project success was attributed to Capgemini's strategic support and challenge to fully realize the benefits of CRM.
The document discusses LBi's CRM capabilities and services. It provides an overview of LBi's CRM work since 2008, highlighting key clients and projects. It also outlines the types of CRM services offered, including retention strategies, loyalty programs, social CRM, and technology strategies. Various CRM deliverables and intellectual property are also listed.
What does the content of your marketing communications say about how much your company values its current customers? Interactions with existing customers tend to fall into one of the following categories: a bill, an up-sell offer, a cross-sell attempt, or a renewal offer. There may be some customer value in these actions, but they tend to benefit the company more than the customer.
1) The document discusses how Microsoft Dynamics CRM helps banks drive profitability, cut costs, and reduce risk by providing visibility into customer data to optimize marketing, operations, and risk management.
2) Case studies of banks like Sterling Bank and Sasfin Bank show how Microsoft Dynamics CRM improved loan pipeline accuracy, enabled more accurate risk assessments, and improved regulatory reporting.
3) Additional benefits discussed include extending efficiency across merged banks and enhancing the customer experience for banks like MidAtlantic Farm Credit and Banca Transilvania.
Crm in axis bank stage 2 mid-review of the projectRajnish Dubey
This document provides an outline for a project on customer relationship management (CRM) in Axis Bank. It includes an introduction to CRM, the role of CRM in banks, an overview of Axis Bank, and planned sections on analyzing the current banking scenario, customer retention strategies, and the benefits of retention marketing. The project will be completed by a group of 5 students - Mangesh Jadhav, Rajnish Dubey, Sadiq Quadric, Sonia Sharma, and Varun Gupta.
Driven by challenges on competition, rising customer expectation and shrinking
margins, banks have been using technology to reduce cost. Apart from competitive
environment, there has been deregulation as to rate of interest, technology intensive
delivery channel like Internet Banking, Tele Banking, Mobile banking and Automated
Teller Machines (ATMs) etc have created a multiple choice to user of the bank. The
banking business is becoming more and more complex with the changes emanating from
the liberalization and globalization. For a new bank, customer creation is important, but
an established bank it is the retention is much more efficient and cost effective
mechanism.
ABN AMRO implemented an integrated multi-channel marketing project to better target its large customer base and prioritize communications. It built a data warehouse containing information on 5.2 million customers to have a single customer view across all channels. It selected the smartCAMPAIGNER solution from smartFOCUS to automate its growing number of marketing campaigns and address weaknesses in targeting, campaign management and prioritization. Initial results showed most repetitive campaigns were automated and operating effectively.
Independent analysis by The Optera Group found that banks using Microsoft Dynamics CRM saw tangible benefits including improved marketing, operations, and risk management. Six banks profiled showed how Dynamics CRM helped optimize existing customer relationships, drive efficiency, and cut costs through real-time data visibility, automated processes, and enhanced customer experience. The flexible software integrated with legacy systems and supported growth through mergers.
CRM 2.0 describes an iterative exchange between businesses and customers where customers are at the center. It involves incorporating Web 2.0 technologies like social media into sales, marketing, and customer relationship management processes. This allows companies to better understand customer wants and provide customized experiences. Adopting CRM 2.0 helps improve marketing team efficiency and customer satisfaction by allowing businesses to market to customers through their preferred channels.
2012 uk customer strategy - crm evolved - september 2012Oliver Spalding
This document provides an overview of LBi's CRM services. It discusses LBi's history and growth in the CRM sector since 2008. It also outlines the types of CRM services offered, including retention strategies, loyalty programs, social CRM, multi-channel strategies, and technology selection. Case studies and client examples are also mentioned.
CCV Belgium, a value-added distributor of electronic payment systems and a part of an international group, introduced a sophisticated commercial follow-up system for its direct sales organisation, from first contact to the signing of the sales order. It quickly became apparent that the company was unable to operate outside of a CRM system in order to share information and better follow up success ratios in the sales teams. Based on a needs assessment and a personalized demonstration, CRM partner Travi@ta was able to convince CCV Belgium to choose a solution based on Microsoft Dynamics CRM. The intention is that other countries within the group - the Netherlands, Germany, France and Switzerland - will follow Belgium's example.
Linked Business - Empowering organizations to achieve evidence-based calculat...Andreas Batsis
Linked Business is an interactive platform that collects and organizes information from public sources to provide comprehensive reports on Greek companies. It uses this smart information to generate sales leads, perform know-your-customer checks, and automate digital onboarding for clients in industries like banking, telecommunications, and construction. Case studies highlight how the platform helped increase sales, reduce risks, and streamline digital onboarding processes for clients.
Traviata CRM for Insurance Carriers - brochureRealDolmenCRM
Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.
Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.
Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.
Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.
Microsoft's Customer Engagement Strategy
The newest release of Microsoft Dynamics CRM represents a huge leap forward in Microsoft's journey to deliver intelligent customer engagement. The strategy is clear: to enable organizations to personalize customer experiences; to give them the tools to be more proactive, and to empower them with the intelligence to be able to predict trends and identify patterns to know what the customer needs and wants before they do.
Customer testimonial: Agency Service Management at AG Insurance
AG Insurance explains how they replaced an existing todo management system by a new implementation using MS Dynamics CRM, improving the user experience and reporting capabilities, while maintaining the existing integrations with the back-end systems.
The Relevance of Insurance in the Digital Age
Based on the most recent figures about the Insurance sector in Belgium (for various market segments and distribution models) and the agenda of the government and the sector itself, Wauthier Robyns discusses the changes in offer and demand that are crucial for every insurer to determine their strategy.
The document outlines the agenda for a CRM for Insurance conference on February 18, 2016. The agenda includes a welcome and registration, introduction, keynote speech on the relevance of insurance in the digital age, presentation on Microsoft's customer engagement strategy, demo of the Travi@ta CRM for Insurance software, customer testimonial from AG Insurance, and wrap up/Q&A session. The document also briefly mentions some new awards the company has received, details of its product division including investments in CRM for Insurance, its worldwide partner channel, and international new customer wins.
De Lijn wanted to improve its customer service and is
therefore introducing Microsoft Dynamics CRM, with
the help of its CRM partner, Travi@ta. Travi@ta is also
integrating the software with various backend systems
so the new tool really is a single working environment
for De Lijn employees.
Mercator, an insurance company in Belgium, implemented Microsoft Dynamics CRM to help its account managers support brokers more efficiently. The CRM system automated workflows to allow account managers to request analyses and follow-up plans for brokers with a few clicks. It also integrated data from other systems to give account managers a complete view of client and broker information. This has helped account managers gain time to focus on customer-facing activities. The CRM implementation was outsourced to Microsoft partner Traviata, who delivered the initial phase quickly and continues to manage the system.
HPG Belgium manages €433 million in life insurance assets using Microsoft Dynamics CRM. HPG Belgium markets life insurance products from Prudential to wealthy customers through a broker network. They needed a reliable CRM system to manage commercial relationships and complex insurance files. Microsoft Dynamics CRM was implemented by partner Travi@ta, providing a secure, user-friendly platform to support HPG Belgium's growth.
Mensura, a Belgian insurance company, implemented Microsoft Dynamics CRM to streamline its quote management process and improve collaboration. A proof of concept showed CRM could integrate Mensura's various legacy systems. CRM provided a centralized platform for quotes, contracts, clients and brokers. It automated calculations and gave managers a 360-degree view of customer information. This has led to more efficient quoting and better-informed decisions.
The European Wind Energy Association (EWEA) manages over 650 members from nearly 60 countries and organizes major events to promote wind energy. Previously, EWEA used isolated systems for membership and marketing activities, resulting in 30 different data sources. EWEA implemented Microsoft Dynamics CRM to centralize these activities. With help from partner Travi@ta, EWEA customized Dynamics CRM for association management and events. This consolidated data and improved communication with members.
𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
Efficient PHP Development Solutions for Dynamic Web ApplicationsHarwinder Singh
Unlock the full potential of your web projects with our expert PHP development solutions. From robust backend systems to dynamic front-end interfaces, we deliver scalable, secure, and high-performance applications tailored to your needs. Trust our skilled team to transform your ideas into reality with custom PHP programming, ensuring seamless functionality and a superior user experience.
High-Quality IPTV Monthly Subscription for $15advik4387
Experience high-quality entertainment with our IPTV monthly subscription for just $15. Access a vast array of live TV channels, movies, and on-demand shows with crystal-clear streaming. Our reliable service ensures smooth, uninterrupted viewing at an unbeatable price. Perfect for those seeking premium content without breaking the bank. Start streaming today!
https://rb.gy/f409dk
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
During the budget session of 2024-25, the finance minister, Nirmala Sitharaman, introduced the “solar Rooftop scheme,” also known as “PM Surya Ghar Muft Bijli Yojana.” It is a subsidy offered to those who wish to put up solar panels in their homes using domestic power systems. Additionally, adopting photovoltaic technology at home allows you to lower your monthly electricity expenses. Today in this blog we will talk all about what is the PM Surya Ghar Muft Bijli Yojana. How does it work? Who is eligible for this yojana and all the other things related to this scheme?
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...BBPMedia1
Nathalie zal delen hoe DEI en ESG een fundamentele rol kunnen spelen in je merkstrategie en je de juiste aansluiting kan creëren met je doelgroep. Door middel van voorbeelden en simpele handvatten toont ze hoe dit in jouw organisatie toegepast kan worden.
Cover Story - China's Investment Leader - Dr. Alyce SUmsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
The Steadfast and Reliable Bull: Taurus Zodiac Signmy Pandit
Explore the steadfast and reliable nature of the Taurus Zodiac Sign. Discover the personality traits, key dates, and horoscope insights that define the determined and practical Taurus, and learn how their grounded nature makes them the anchor of the zodiac.
Adani Group's Active Interest In Increasing Its Presence in the Cement Manufa...Adani case
Time and again, the business group has taken up new business ventures, each of which has allowed it to expand its horizons further and reach new heights. Even amidst the Adani CBI Investigation, the firm has always focused on improving its cement business.
The Most Inspiring Entrepreneurs to Follow in 2024.pdfthesiliconleaders
In a world where the potential of youth innovation remains vastly untouched, there emerges a guiding light in the form of Norm Goldstein, the Founder and CEO of EduNetwork Partners. His dedication to this cause has earned him recognition as a Congressional Leadership Award recipient.
Prescriptive analytics BA4206 Anna University PPTFreelance
Business analysis - Prescriptive analytics Introduction to Prescriptive analytics
Prescriptive Modeling
Non Linear Optimization
Demonstrating Business Performance Improvement
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Kirill Klip GEM Royalty TNR Gold Copper Presentation
Keytrade case story MS CRM EN
1. Microsoft Dynamics CRM
Microsoft Dynamics CRM provides proactive follow-up of
leads at Keytrade Bank
The marketing strategy of Keytrade Bank stands out through an
individual and personalised approach for every customer or
prospect, in contrast to the classic market segmentation found
in traditional banks. For this reason, Keytrade Bank needed a
centralised CRM system and chose Microsoft Dynamics CRM,
which it implemented with CRM partner Travi@ta. The first and
most important phase - the optimisation of the marketing and
sales paths – is now complete. The system sees to it that leads,
originating from various sources (spontaneous registrations via
the website, events, e-mail campaigns, etc.), are followed up
from A to Z in a proactive manner and that marketing cam-
paigns can be strongly personalised based on correct contact
information.
2. Overview
Country: Belgium
Sector: Banking
In 1998, the first Belgian online investment site was
set up under the name VMS-Keytrade, an initiative
that immediately strived for success on an enormous
scale. In 2002, VMS-Keytrade acquired bank status
Keytrade Bank profile through the takeover of RealBank and changed its
Created in 1998 as an online investment site, Keytrade Bank name to Keytrade Bank. Today Keytrade Bank is part
has also emerged since 2002 as a fully-fledged bank following of the Crédit Agricole Group, one of the largest ban-
a takeover. Thanks to this unique combination of two activities,
Keytrade Bank occupies, with 135,000 customers, a unique
king groups in Europe.
place in the Belgian financial sector.
Thibault de Barsy, Sales & Marketing Manager: “What
Challenge makes Keytrade Bank unique is the combination of
Keytrade Bank did not have an integrated marketing database banking and stock exchange activities under one
for the purpose of registering leads originating from various
roof. In addition, during the financial crisis we were
sources, following them up individually and carrying out person-
alised marketing campaigns. able to attract a great many new customers who were
turning their backs on traditional banks.»
Solution
Keytrade Bank chose Microsoft Dynamics CRM, which was im- Individual and personalised CRM approach is central
plemented by CRM partner Travi@ta: today the system is put to
work daily by around 20 users at Keytrade Bank for integrated The marketing strategy of Keytrade Bank deviates
sales and marketing management. considerably from what is common with traditional
banks. Seeing as the company does not sell any of its
Benefits own investment products, it considers it one of its
The simplicity and transparency of Microsoft Dynamics CRM
reflect sales and marketing processes
core tasks to inform customers regarding financial
Active follow-up of leads and marketing campaigns thanks to products that are on the market and in so doing to
the centralisation of contact information allow customers to make a decision about their in-
Smooth acceptance of new user-friendly work environment vestments themselves.
by employees
Platform for future expansion to helpdesk department
“In their marketing approach, traditional banks start
Pragmatic approach and accessibility of Travi@ta employees
out from a static socioeconomic market segmenta-
tion based on age, gender, income etc. Keytrade Ban-
k's approach is totally different: we strive for a seg-
mentation on an individual level, according to the in-
dividual investment profile and the risk strategy that
the customer indicates him or herself based on a ran-
ge of contact moments”, explains Thibault de Barsy.
Integrated CRM approach necessary
The number of Keytrade Bank customers doubled in
www.traviata.be the past 3 years to reach 135,000, both through ta-
+32 (0)2 721 88 80 keovers and organic growth. As a result of this, eytra-
3. de Bank found itself facing a major challenge: the mo-
nitoring of smooth access to contact information for
all employees whilst retaining integrity and security in
this regard.
A collection of isolated applications and manual pro-
cesses in the company therefore had to make way for
an integrated CRM system: this was to allow leads
originating from a variety of channels to be registered
and followed up on an individual basis from start to
finish. In a second phase, Keytrade Bank also wanted
to integrate the helpdesk activities using the same
CRM system. "De nombreuses entreprises IT avec une vaste offre
de services tentent d'imposer des produits ou servi-
The quest for a simple yet powerful CRM system
ces supplémentaires. Travi@ta s'en tient au projet
Keytrade Bank had clear objectives in mind as re- demandé et le réalise de manière très professionnel-
gards ease of use: the new CRM package had to re- le."
flect the simplicity and flexibility that characterised
the sales and marketing processes in the still young Thibault de Barsy, Sales & Marketing Manager,
company. At the same time, the new solution however Keytrade Bank
had to be able to evolve to keep pace with the strong
growth of the company.
For example, someone who requests a brochure via
the website must fill in his or her details online to do
Thibault de Barsy: “Many CRM systems are quite com-
so; this information is automatically recorded in Micro-
plex and require the support of a whole CRM team in
soft Dynamics CRM, and after this Keytrade Bank em-
larger organisations. We however wanted it to be ma-
ployees are able to carry out the further follow-up of
naged by a limited number of people.”
the lead themselves.
Keytrade Bank took a close look at a number of CRM
E-mail campaigns: integration with Microsoft Dyna-
packages and Microsoft Dynamics CRM emerged as
mics CRM
the winner due to its flexibility and user-friendliness.
On the advice of Microsoft, Keytrade Bank called on Keytrade Bank carries out a very large number of e-
CRM partner Travi@ta to steer the implementation in mail campaigns, both aimed at broad target groups
the right direction. with over 100,000 contacts and targeted campaigns
at regional level. For this purpose, the company uses
A to Z follow-up of leads a specialised e-mail tool that was integrated into Mi-
crosoft Dynamics CRM by Travi@ta.
The green light for the implementation was given in
May 2009. Keytrade Bank provided a thorough break-
Christophe Bernard, Marketing CRM Officer at Keytra-
down of the various work processes in the marketing
de Bank: “Based on the extensive information in Mi-
and sales departments, which was subsequently tran-
crosoft Dynamics CRM and the information that is re-
slated into a technical analysis by Travi@ta.
corded during every campaign, a persistent personali-
sation of future contact moments is made possible. In
The heart of the new CRM system reflects the unique
so doing we also have a better idea of the result of
commercial approach of Keytrade Bank, which is
every marketing action and we are able to increase
strongly directed towards an individualised and perso-
the effectiveness of any possible follow-up actions still
nalised approach for customers and prospects. Leads
further.»
from a variety of channels – telephone, website, infor-
mation sessions, trade shows, etc. – are systematical-
Knowledge transfer in a trusted work environment
ly registered via Microsoft Dynamics CRM and are fol-
lowed up from A to Z by the sales team. In order to allow the knowledge transfer to go as
smoothly as possible, Keytrade Bank chose to have