1 / 9

CRM Software - Functions

The customer relationship management tool assists companies to deploy customer success platforms to forge stronger client relationships. Also, it supports various functions making things easier for the financial advisors. Read more: https://www.articleted.com/article/334145/70938/Leverage-CRM-For-Financial-Advisors-to-Deliver-World-Class-Customer-Service

richardleousa
Download Presentation

CRM Software - Functions

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM SOFTWARE - FUNCTIONS

  2. AGENDA 1 2 3 5 • Managing Claims • Functions of CRM Software • Unified Customer View and Data Management • Enhanced Customer Interaction • Improved Client Opportunities • Conclusion 3

  3. CRM Software is a dynamic platform providing a 360-degree view of customer data, allowing the agents and financial advisors to make data-driven decisions. It facilitates multiple functions making things easier for the employees, call center agents, and financial advisors.

  4. FUNCTIONS OF CRM SOFTWARE • Unified Customer View and Data Management • Enhanced Customer Interaction • Improved Client Opportunities

  5. UNIFIED CUSTOMER VIEW AND DATA MANAGEMENT The financial CRM software has document management capabilities inbuilt. It empowers companies to centralize documents, organize portfolio data, performance database, and store important documents into a central easy-to-use database.

  6. ENHANCED CUSTOMER INTERACTION The software provides granular visibility into the customer journey allowing the financial advisors to take a customized approach. They can implement an effective marketing strategy by personalizing interactions with customers via email, SMS, and social media channels.

  7. IMPROVED CLIENT OPPORTUNITIES The financial advisors can concentrate more on customer-centric processes by deploying the CRM software. They can manage their leads, track potential clients, generate extensive reports and gain predictive insights.

  8. CONCLUSION CRM software has eased the operations for the financial advisors by providing a detailed overview of the customer data. It makes processes simpler, faster, and accurate by streamlining their front, middle, back-end tasks.

  9. THANK YOU READ MORE CLICK HERE

More Related