Customer Relationship Management
Macrobank's in-built CRM subsystem is designed to enhance the bank's practices in finding new and serving the existing customers and covers operational, collaborative and analytical aspects of customer relationship management. The subsystem comprises the customer record module, document data bank, customer grouping facility and web-enabled front-office.
Customers of the financial institution will benefit from the ability to be served across the internet, without the need to go to the physical office, from the "expression of interest" stage and submitting required documents through to account opening, ordering banking products and services, communicating with the institution's customer service staff and receiving targeted marketing information.
Each instance of interaction with the customer is added to the customer's contact history so that customers can interact with different bank employees, authorised to access customer data, without having to describe the history of their relationship every time they contact customer service.
Macrobank's CRM provides the bank with a single consolidated view of the customer's finacial standing with the bank at any given time and enables finacial forecasting and customer profitability analysis.
Macrobank's CRM is an invaluable tool which eliminates unnecessary paper flow and improves the quality of customer service in your financial institution.
Key Features
