1 / 10

CRM in banks?

Customer Relationship Management has become inevitable for growth and profitability of Banks in present scenario marked by rising competition, technological advancement and empowered customers. The CRM practices are adopted to generate better understanding of the customer for product development, segmentation, appropriate targeting, campaign management and maintenance of long term profitable and mutually beneficial relationships with customers.

snakindiaconsultancy
Download Presentation

CRM in banks?

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 For Banking SNAK INDIA CONSULTANCY

  2. Competitive Bank Feature of CRM ✓ Customer Retention ✓ Marketing Management Tools ✓ Up-selling opportunities ✓ Helpful in tracking sales and activity ✓ Track Product/Services ✓ Segregate Commercial and Consumer Data SNAK INDIA CONSULTANCY

  3. Issues in Banks ✓Lack of knowledge and skills in converting data to customer knowledge ✓Lack of motivation for utilizing the potential of CRM solution ✓Inadequate performance management parameters ✓Less or insufficient decision making ✓Staff lacks training in IT SNAK INDIA CONSULTANCY

  4. Benefits for Banks and Financial Institutions ✓ Maximize Upselling and Cross-selling ✓ Optimize Marketing ✓ Internal Communication Enhance ✓ Improved Customer Relations SNAK INDIA CONSULTANCY

  5. How to Retain Customers ✓ Anticipate the needs of customers ✓ 360 Degree customer’s view to be proactive ✓ Digital banking experience with customers ✓ Support in marketing activities ✓ Increase in employee’s productivity SNAK INDIA CONSULTANCY

  6. Performance Impact ✓Boosted Sales ✓Increased Lead Conversion ✓Personalized Customer Journeys ✓Increased Productivity ✓More Efficient Communication ✓Inter-Department Data Tracking ✓Better Service ✓Improved Customer Experience ✓Increased Customer Loyalty SNAK INDIA CONSULTANCY

  7. Product Integration with CRM Zoho Campaigns Zoho Survey Facebook Twitter Outlook Zoho Mail G Suite SNAK INDIA CONSULTANCY

  8. Why Bank Should Consider CRM? In CRM survey, In CRM survey, 47% 74% Of respondents said it gives them greater customer satisfaction Of respondents said it gives them greater customer data For every Dollar spent, CRM pays back $8 SNAK INDIA CONSULTANCY

  9. Conclusion CRM effective features allow banks to link with their customers and build a long-lasting relationship, helping competition. them set apart the Customer Relationship Management is no longer optional for banks, but it is crucial for its success. With the proper CRM technology in the place like SNAK INDIA CRM, your bank can reap the best out of its customers. SNAK INDIA CONSULTANCY

  10. CRM Thank You Do You Have Any Questions? Catch us on : 011-45002658 SNAK INDIA CONSULTANCY

More Related