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CDM Microsoft Dynamics CRM for Retail Finance

CDM Microsoft Dynamics CRM for Retail Finance. Microsoft CRM Retail Finance and optional related modules for Microsoft Dynamics CRM 2011 . Finance - Business pains. Loyalty Loyalty programs Sales effectiveness Customer profile transparency -cross/up/down sales Regulatory compliance.

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CDM Microsoft Dynamics CRM for Retail Finance

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  1. CDM Microsoft Dynamics CRM for Retail Finance Microsoft CRM Retail Finance and optional related modules for Microsoft Dynamics CRM 2011
  2. Finance - Business pains Loyalty Loyalty programs Sales effectiveness Customer profile transparency -cross/up/down sales Regulatory compliance
  3. CDM Microsoft CRM Software architecture Acquisition Event Churn Integration Tool Mobile SMS Call center Loyalty Program e-survey Digital magazines Retail Finance Basis Module Customizations Dynamics CRM Metadata CDMDevelopment foundation MS CRM
  4. Finance Basis Finance Basis - Overview Standard customer data (Ex Basis data, essential renegotiation dates of loans etc., MiFID, Anti-White Wash) Customer segmentation model (E.g. Age, gender, life cycle, etc.). Lead Management (E.g. One-click buying signal registration, up down and cross selling etc.) Team structure (E.g. Team pool activities).
  5. Planning Center CRM for Finance – Basis – Planning Center Planning Center (E.g. My day, pool activities, early warnings, TODO, planned meetings, campaign generated activities, new opportunities etc.). Management Dashboards (E.g. Conversion rate, Customer Loyalty, Customer care early warning etc.
  6. Up, down, cross sales CRM for Finance – Basis – Up, down and cross sales Product suggestions Feed of opportunities from colleagues and Data warehouses Easy fulfillment Simple order registration for middle or back-office fulfillment One-click buying signal registration Signals from customers can be registered with one click and fed back to Data warehouse or to relevant unit
  7. MiFID CRM for Finance -MiFID and Anti-White Wash Customer categorization Scoring of customers’ risk profiles and allowed instruments Customer order handling Correct capture of minimum level of data under MiFID directive and national implementation laws Anti-White Wash Procedures for Know Your Customer and Anti-Money Laundering legislation compliance
  8. Utilization of acquisition resources Planning acquisition resources(ex. # meetings, calls , events, campaigns, cost per new customer compared with customer value etc.) Resource optimization(ex. Optimizing teams, skills, acquisition channels, etc.) Recruitment KPI s (ex. Dashboards for managers , cost per recruited customer, number of activities budgeted compared to actual etc. ) Recruitment
  9. Loyalty programs Loyalty Matrix (E.g. Loyalty and satisfaction parameters, loyalty F/S etc.) Data collection and handling (E.g. Integration to e-survey, telemarketing module, mobile device, workflows enhancing customer loyalty and satisfaction etc.) Graphics and management (E.g. Loyalty maps link to financials, multi dimensional satisfactions analysis) Loyalty programs
  10. Churn Churn segmentation (Ex. Early warnings on risk customers, sub segmentation of customers based on propensity to leave bank) Churn programs (Ex. Sub segmentation with automated win back/stop leaving programs , workflows, call center calls etc.) KPI churn programs (Ex. Cost per customer won back, number of customers won back etc.) Churn programs
  11. Digital magazines Multidimensional communication matrix Communication channel selection (E.g. Preferred communication channel i.e. e-mail, Call, SMS, letter. Opt-in, Opt-out management etc.) Context driven segmentation(E. g. Profile driven segmentation i.e. age, skill, status) Context driven communication(E.g. Personalized mass communication, text variations, digital magazines, digital links etc. ) Segment 1 Segment 5 Segment 14 Segment 11
  12. Finance Events Event templates(E.g. conference, seminar, breakfast meetings , education etc.) Workflow supported(E.g. Invitation, response etc.) Manage and visualize status(E.g. Event participation, lodging, transportation etc.) Event Management
  13. Call Center Call Center in – and outbound Telemarketing outbound(E.g. Phoners, call script, CTI, coding, batches, meeting calendar, material handling, workflows etc.) Telemarketing inbound(E.g. 1stlevel, 2nd level support, Call in database look-up, A-number/B-number, Coding, Workflows etc.) Reporting(E.g. Calls per meeting, Calls per order, Calls per phoner per hour, Average number of Calls, Peak hours etc.)
  14. SMS interview Text messaging Questionnaire handling(E.g. Mass Broadcast, questions and possible answers, trigger based functionality, scoring, reminder workflow etc.) Standard Integration(E.g. Loyalty program) Graphics and management (E.g. Multidimensional analysis and graphics) Microsoft Dynamics CRM Web Service
  15. E-survey E-survey Questionnaire management(E.g. Create questions and possible answers, trigger based functionality, scoring, workflow etc.) Standard Integration(E.g. Loyalty program) Graphics and management (E.g. Multidimensional analysis and graphics)
  16. Mobile device MobileCRM Client Application Mobile devices Client SQL Server Compact Client Database Standard mobile interface(E.g. Windows, Android, iPad, iPhone - No need of any middleware! ) Offline supported(E.g. SQL Server Compact Edition local database) Easy management of set-up Microsoft Dynamics CRM Web Service Server Microsoft Dynamics CRM
  17. Integration tools Integration tools - Experian - Credit rating bureaus - Dunn & Bradstreet Standard integration(E.g. Dun & Bradstreet, Bloomberg) Configurable(E.g. Interface to ERP, Data warehouse etc.) Management(E.g. Job queues Transfer status, Warnings etc.) Core systems DWH External MS CRM Internal Configurable Standard solution
  18. CDM Basis price structure Finance (EUR)
  19. General price information All prices in Euro Basis module includes 2 add in modules free Software Assurance 22 % yearly Named users > 50 users 5 % 100- 500 users 10 % 501-1.500 users 15 % > 1.500 users negotiable Discount Model
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