CRM For Financial Services Industry
CRM designed for financial services
The best CRM for lending solution, loan origination system, debt collection and banking
Ragini M20/12/20233 min reading time
Why do Financial services need CRM?
Financial services companies need CRM to manage client relationships, streamline communication, and track financial transactions efficiently.
- Super-fast Implementation: Rapid implementation allows businesses to start using Appzo in a matter of days
- Mobile CRM built for Sales: Agents can efficiently plan their day, identify nearby prospects, and track activities in real-time
- Configurable Workflows: Tailor workflows to ensure that customer acquisition, engagement, and sales operations align
- Completely Secure: Strict security measures instill confidence in prospects and customers, building trust in the system
- Manage Loan Application: The branded digital portal simplifies and accelerates the loan application process, creating a seamless and efficient experience
- Performance Reports: Reports provide valuable insights, empowering teams and agents to make data-driven decisions
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"We want to be reachable on all channels for our customers.""
Raj Mishra, Head of Marketing
Raj Mishra, Head of MarketingRevolutionizing Banking Sales
Banking CRM platform
- Core Customer Record Integration: Complement your core customer record system for a unified platform.
- End-to-End Customer Lifecycle Management: Acquire, engage, onboard customers, and cross-sell seamlessly.
- Cost Efficiency: Reduce customer acquisition and ownership costs while securely connecting all teams and core systems.
Appzo for banking
- Rapid Implementation: Super-fast implementation in days compared to months for other enterprise banking software.
- Cost Reduction: Reduce operational costs associated with customer acquisition and management.
- Secure Connectivity: Connect all teams and core systems securely for streamlined operations.
Multi channel engagement
- Diverse Engagement Channels: Drive prospects to conversion through email, text, WhatsApp, call center, and more.
- Enhanced Prospecting: Identify prospects near agents for targeted engagement.
- Holistic Sales Tracking: Track all field activities of agents for comprehensive sales management.
Mobile CRM for sales
- Efficient Day Planning: Plan agents' daily activities comprehensively for optimized productivity.
- Prospect Identification: Allow agents to identify and engage with prospects in their vicinity.
- Real-time Field Tracking: Track all field activities, ensuring accountability and performance measurement.
CRM for Different Banking Sectors
Retail banking
- Seamless Customer Acquisition: Streamline the acquisition process from prospect to customer.
- Effective Prospect Communication: Engage with prospects through various channels for increased conversions.
- KYC Verification: Efficiently manage KYC verification processes within the CRM.
- Upsell/Cross-sell Engine: Implement effective upsell and cross-sell strategies for enhanced revenue.
- Connected Systems & Teams: Ensure integration and collaboration across banking systems and teams.
Debt recovery
- Borrower Management: Efficiently manage borrower information and interactions.
- Categorization and Prediction: Categorize borrowers and predict recovery outcomes.
- Guided Team Actions: Provide guided actions for the recovery team based on analytics.
- Advanced Analytics: Utilize advanced analytics for proactive debt recovery strategies.
Corporate banking
- Holistic Account Management: Manage corporate accounts comprehensively.
- Data Enrichment: Enrich customer data for enhanced insights and relationship management.
- Customer Portfolio Analysis: Analyze and manage the corporate customer portfolio effectively.
- Field Sales Planning: Plan field sales activities for improved corporate banking operations.
"We want to be reachable on all channels for our customers.""Raj Mishra, Head of Marketing
Raj Mishra, Head of Marketing