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Financial Services Software for Banking
FINANCIAL SERVICES SOFTWARE FOR BANKING:
Financial Services Software by Salesboom supports business lines for the Financial Services Sector with highly scalable on demand CRM Software and support. Financial Sector is a broad term that includes banks, investment banks, insurance companies (including brokerage, underwriting and reinsurance) and credit card companies for example. You will also find Virtual Banking, Commercial and Private Banking in this category. Financial Services in this sector include stock brokerage services, wealth management, asset and custody services.
Salesboom CRM software addresses and integrates Financial Services organizational requirements from three key areas. Operational, Analytical, and Collaborative. The degree of detail and integration is scalable, and can be modified by users as needed. Salesboom offers solid customer support, training and professional services as needed.
Salesboom Financial Services Software offers customers an opportunity to assess, streamline and improve:
- Operational activities with the automation of basic business processes (marketing, sales, service)
- Methods of analyzing customer behaviour and incorporating business intelligence strategies
- Collaboration with customers on multiple communications channels
- Collaboration between organizational team members to ensure a quality customer service experience and follow up
- Front and back end integration (supply chain)
- Workflow and assignment processes
Salesboom is a highly integrated Customer Relationship Management (CRM) software that delivers on-demand capacity to better manage all aspects of delivery in the Financial Services Sector. Salesboom CRM offers integrated information holdings that support excellent and timely customer service, while providing contextual informations upholding decision making.
BANKING
Salesboom CRM software offers services in support of personal and commercial banking operations. The table below addresses standard sales and support activities supported by Salesboom CRM Software Solutions.
| BUSINESS - FINANCIAL SECTOR | ACTIVITY |
SALESBOOM CRM SOFTWARE RESULTS |
| Provision of loans and mortgages | Uniform enforcement
of Credit processes for all credit officers in the Financial
Services Sector |
Automate
processing of Loan Requests in a secure electronic format
using workflow for quote and approval processes. |
| Issuance of credit cards | Statement presentment, delivery and archiving:
|
Uniform enforcement of Credit processes for all credit officers using CRM resources. Integrated Workflow capacity is built into the software to track account activities for security and customer support activities. |
| Sale of additional financial products such as RRSP, RHOSP, RESP, ETC. | Marketing,
sales, product specification, pricing, quotation and targeting
activities. |
Create
highly personalized marketing campaigns and execute them
across multiple channels. With need analysis and product
recommendation capabilities, Salesboom CRM helps agents
close the sale by providing the right product choices. |
| Profiling for Credit & Lending | Originate
credit and lending products |
Salesboom CRM can create an environment that streamlines services by sharing credit indicators to process:
|
| Salesboom CRM | Referral
management |
|
Targeted
sales |
|
|
Call
list management |
|
|
Household management |
|
|
Identify
client values |
|
|
Self
serve |
|
|
Advisory
services |
|
|
| Bank Cards | Ensure
linkages so payments for bills can be made automatically
via Interac or ATM Services. |
|
| Banker Productivity | Improve
advisor productivity |
|
| Document Management | Background
information, marketing collateral, policy development,
pricing, etc. |
|
Salesboom CRM services has capacity to integrate and support the following business lines on-demand and as-needed to deliver successfully in your financial enterprise:
| BUSINESS ACTIVITIES | ACTIVITIES |
| Marketing Analysis | Develop marketing strategies and maintain campaign history in a company repository available as a working file, a reference repository for lessons learned, a resources for decision making, training purposes, etc. |
| Sales | Track sales activities, strengthen sales strategies, incorporate sales protocols, study sales successes/failures to finesse future sales strategies, provide instant overview for team overview and action. As a result it is easier to develop better targeted sales offers, up-sell and cross-sell opportunities. |
| Customer Service | Deliver exemplary customer service with instant access to product marketing collateral and partner product information. |
| Customer and Partner Management | Manage information and activities for customer and partner relationships from within one system to ensure good information exchange in support of sales, supply management, customer and product support. |
| Call Center | Manage call center services with on-line software that links the service team in real-time to sales information, product information, pricing and billing options and self service options. |
| Policy Enforcement | CRM implementation enables consistent enforcement of organizational policy. This capacity enhances areas where policy is important in terms of revenue generation, legal responsibility, regulatory compliance, Occupational Health and Safety, demonstration of fiscal due diligence. |
| Work-flow | Embed business processes into Salesboom CRM to promote consistency and reduce costly training activities. |
| BUYING IN | ACTIVITIES |
| Customization | Consider
customization in the context of business lines, and updates
as changes occur. Salesboom offers a wide range of customization
options from within the system. This introduces the possibility
for our customers to manage as little or as much customization
as desired from the desktop. Once customization requirements
are identified, implementation can be accomplished with
consultation with Professional Services to determine what
level of integration may be required to achieve your desired
results. |
| Events Driven Advice | With access to 'up to the minute' information in organizational context, it is possible to provide accurate advice where timely information is critical to decision making. |
| Integration of business processes | If the customization required is complex or fairly sophisticated in terms of true application, then the Professional Services team will review the requirements and identify integration points and implementation options. This includes identifying information holdings you wish to bring forward for service support in your new system. |
| Technical integration of Web Services Platform | Because of the flexibility built into the Salesboom CRM system, it is possible to use the API packages to integrate existing systems for a rich customer service environment. Additionally, Salesboom has back-end functionality that can bring a full service on-demand system into operation where retention and integration of existing back-end information holdings is desirable. The Professional Services team will work with you to identify and suggest trategic integration options. |
| Professional Services | Salesboom offers Professional Services to help with any or all stages of your Enterprise Resource Planning (ERP) activities. This includes a review and analysis of business processes, translation of process into requirements, and from requirements into implementation plan and implementation and training activities. |
Secure CRM Information Exchanges
Information within the Financial Services Software is secure and accessible based on a highly scalable permissions tree. In scaling the access to information on the site, you are able to protect resources appropriately and open up information resources for sharing based on organizational need. Furthermore, there is Audit Trail functionality built into every item into the system. This assures system services that can identify any information changes, access and sharing activities (and the owners) on the system. You can access Audit information at any time for review and reporting purposes and to demonstrate due diligence in adherence to legal, financial and commercial security duties common in the Financial Services Industry.
Regulatory Compliance
Salesboom CRM software facilitates Financial Services Organizations to meet evolving and stringent protocols from a variety of regulatory agencies tracking activities within the spectrum of financial service offerings.
The Salesboom Platform:
- Web Services with Service Oriented Architecture (SOA)
- Optional Customization - Capacity for user or professional customization and is fully extensible
- Development and Integration - Web Services API and AJAX / COMET controls are system standards.
- Cost control - costs are contained because the platform is proven both flexible and stable
- Partner Networks - An extensive partner network of over 125 different solutions providers
- Legacy - Salesboom has an API that facilitates integration for web based CRM/ERP solutions with existing front and back office systems.
Professional Services
Salesboom offers professional services in support of the CRM implementation life-cycle and beyond. You might consider:
- Business Modeling Services
- Project Management (PM) Services
- Professional Data and System Analysis
- Custom Integration Services
- Support and Training Services
| Salesboom On Demand hosted CRM, web-based SFA and ERP Software Industry Solutions: | |
| Aerospace Defense | Financial Services - Insurance |
| Automotive | Government Services |
| Call Centres | Hospital |
| Chemical | Hospitality |
| Clinical Practice | Manufacturing |
| Clinical Research | Pharmaceuticals |
| Communications | Retail |
| Consumer Goods | Staffing |
| Electronics | Transportation |
| Energy | Travel |
| Finacial Services - Banking | |
