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  • Consultancy that gives you an advantageUse our qualified consultants and proven experience gives you the edge
  • Intelligent Outsourcing gives you Freedom Fully qualified service teams give you global reachTrust in us to look after your interests
  • Prevent lack of Business Knowledge and Control while getting all the cost Benefits
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Consultancy that gives you an advantage1 Intelligent Outsourcing gives you Freedom 2 Prevent lack of Business Knowledge and Control while getting all the cost Benefits 3 Achieving Customer Centricity,Increasing Competitiveness,Reduce Costs, and Be where you should be!4 5
CRM for Banking and Customer Retention

In these challenging times, banks are faced with the need to strengthen their customer relationships and improve operational efficiencies. By gaining insight into customers’ profiles and behaviors and being able to share that data across the organization, banks are able to turn that customer insight into customer retention and with that the opportunities to better serve them. In times of economic uncertainty, customer retention becomes increasingly important.

CRM solution helps banks retain customers with the following features and benefits:

  • Consolidated Customer Data Provides 360 degree View

  • Analysis Tools Deliver Segmentation And Customer Preferences

  • Sales And Marketing Tools Identify Unmet Needs And Up-sell/Cross-sell Opportunities

  • Streamlines Cross-organization Collaboration Increasing Customer Service Delivery

  • Improves Call Center Interaction And Service Processes

We provide our expertise in implementing client repositories, self-care gateways, subscription management applications and call management via call-centres starting at the pre-sale and organisation phase through to installation and user training. We help our customers to :

  • Choice of CRM solution and evaluation of effects related to installing the solution, preparation of a change management process and project manager training.

  • Project management as project owner: needs collection and formalisation, writing functional specifications, analysis of existing system as part of implementing a CRM solution.

  • Statement of needs for installing a client repository.

  • Development of a technical solution based on Siebel CRM or Microsoft Dynamics based on an analysis of user needs in an international context.

  • Integration of a loyalty scheme into the Siebel CRM and its interfaces with the Invoice system and client gateway.