DEVELOPMENT AND IMPLEMENTATION

CRM SYSTEMS FOR BANKS

AVADA-MEDIA

CRM SYSTEMS FOR BANKS AVADA-MEDIA

Banking services are a complex and responsible business segment. Moreover, the competition for clients in the financial sector is quite high. Automating many day-to-day processes with bank CRM will help you increase employee productivity and therefore reduce overhead costs. Another important component is customer trust and loyalty, which are especially difficult to obtain in matters related to money. The CRM system is responsible just for the communication of the bank with customers.

AVADA MEDIA develops CRM for banks that meet the needs of customers – you do not overpay for functions that are not needed, but you can always order them later with the ability to integrate into an already installed system. Let’s consider what opportunities banking systems have.

Automation of sales of banking services. Managers can operate with information from the bank’s customer database in CRM, segment them according to any criteria, set up mailings with individual offers, including automatic ones. The system can also be integrated with the bank’s website and service order form

For example, a client can, without the participation of an operator, without making calls, perform the following operations:

  • ordering a new or blocking an existing card;
  • application for opening a current account;
  • loan application;
  • application for opening a deposit;
  • application banking services for business.

Integration of CRM with the SMS distribution system and IP-telephony allows you to implement double client authentication using a call or SMS. This makes it possible to conduct financial transactions online. With the help of the system, the manager can easily serve a new or regular client, resolve problems that arise during the service. The marketer will receive comprehensive analytics and statistics on the effectiveness of advertising campaigns.

CRM for banks
Business Benefits

What provides CRM for the bank Business Benefits

Unity of all divisions of the bank in terms of customer service. This is achieved by synchronizing all information about him in the cloud system, as well as the ability to provide access to the customer account for all banking divisions. The account stores the entire history of the relationship with the client, the information is updated automatically with each interaction.

Improving marketing communications. All channels of communication and interaction with potential or existing customers are integrated with CRM: call center, email newsletters, Internet banking, social networks, website, SMS notifications. The bank’s marketing policy can be brought to a common denominator. The number of satisfied customers is growing thanks to the fast service.

Reducing the development time for new financial products. It is possible to implement a constructor of financial products in CRM and select products by customer segments. It simplifies the management of the life cycle of a banking product, from launch to market to closure.

The system allows you to increase the level of cross and repeat sales by analyzing the history of relationships with the client. It is also possible to integrate and sell partner products, such as insurance services. Development and implementation of package proposals for business, team, condominiums, families, etc.

CRM helps increase customer confidence. It records and processes all complaints and appeals, conducts surveys and questionnaires. Also, the implementation of the system will make it possible to effectively evaluate the work of managers of any department, keep track of working hours, etc. It is possible to organize a corporate handbook for new specialists. It is also possible to organize training in the system with quality control of knowledge. The system is able to significantly improve business manageability, provide owners and directors with high-quality analytics and statistics. Effective for banks with a large number of branches.

AVADA MEDIA is ready to develop for your bank a high-quality, reliable and secure CRM with the necessary set of functionality.

CRM for banks
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The user, filling out an application on the website https://avada-media.ua/ (hereinafter referred to as the Site), agrees to the terms of this Consent for the processing of personal data (hereinafter referred to as the Consent) in accordance with the Law of Ukraine “On the collection of personal data”. Acceptance of the offer of the Consent is the sending of an application from the Site or an order from the Operator by telephone of the Site.

The user gives his consent to the processing of his personal data with the following conditions:

1. This Consent is given to the processing of personal data both without and using automation tools.
2. Consent applies to the following information: name, phone, email.

3. Consent to the processing of personal data is given in order to provide the User with an answer to the application, further conclude and fulfill obligations under the contracts, provide customer support, inform about services that, in the opinion of the Operator, may be of interest to the User, conduct surveys and market research.

4. The User grants the Operator the right to carry out the following actions (operations) with personal data: collection, recording, systematization, accumulation, storage, clarification (updating, changing), use, depersonalization, blocking, deletion and destruction, transfer to third parties, with the consent of the subject of personal data and compliance with measures to protect personal data from unauthorized access.

5. Personal data is processed by the Operator until all necessary procedures are completed. Also, processing can be stopped at the request of the User by e-mail: info@avada-media.com.ua

6. The User confirms that by giving Consent, he acts freely, by his will and in his interest.

7. This Consent is valid indefinitely until the termination of the processing of personal data for the reasons specified in clause 5 of this document.

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