Bank and NBFC

Financial institutions, such as Banks and NBFCs, hold the most sensitive & personal dataset of a person than any other organization. This plentitude of data, including customer information, marketing campaigns, purchase history, & transactions has generated lucrative opportunities for them but also challenged the consistency of service and customer database management. Now, how do you effectually manage and distribute this data?

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Why choose FinCRM for
Banks & NBFC?

Banking CRM software accrues customer data from a multitude of information sources at one platform. This integration of data and workforce helps enterprises to answer customers on a one-to-one basis and plan sturdy marketing campaign. A strong marketing campaign can be a superlative strategy for customer acquisition and higher revenue generation, if you know your audience. Comprehensive and potent banking CRM software can empower the entire workforce of financial institutions.

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Put Every Lead on Record using CRM

Banks and NBFCs have infinite amount of data of existing and prospective customers through email or digital marketing. FinCRM will allow you to visualize and share every detail with relevant users. It will enable you to allot a particular lead or opportunity to a specific team member for smooth communication over the whole cycle. All information, from the name to the amount of financial business done will be safely recorded in CRM system, which will lessen monotonous work and enhance productivity of every department.

Level Up Task Management with CRM

In banks and NBFCs, there are different types of works, which are supposed to be done by various employees without discrepancy. FinCRM offers you a personalized section, where you can allot a task to the respective associate and keep a record of progress & output generated by him. You are allowed to set priority status of the task, i.e. low, normal, high, or urgent, which can help respective associate to manage the work schedule accordingly.

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Reach Out to Every Prospect with SMS and Email Reminder

As a financial organization, banks and NBFCs have numerous products/services and a multitude of offers & discounts for new & existing customers over the time. You may also have to strike the chords of clients for repayments, service renewals, etc. To turn this chaotic task into a methodical process, a salient feature, CRM email and SMS reminder system, is offered by FinCRM to keep your marketing strategy sturdy. This feature enables you to schedule an email or SMS for respective clients at specific date & time about anything and optimize customer relationship management system.

Track Business Growth of every Branch and Business

In financial industry, there can be any number of branches of banks and NBFCs located at different locations but are being administered under one person. FinCRM provides you a pivotal reports feature to track progress in business of every branch in graphical form to better understand growth between any required dates on daily, monthly, or yearly basis. You can keep a track of individuals’ productivity and predict future sales pipeline directly from your desktop in just one go through merely one platform.

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Uphold Privacy with Secure Document Manager

As already mentioned, banks & NBFCs possess and process a huge amount of consumer data and effectuate numerous marketing campaigns regularly. It becomes their responsibility to keep the customer information generated via various sources extremely safe and private. To assist you in this process, we will provide you a very secure and reliable document manager, wherein you can store all customer related documents inside the FinCRM itself. The document manager will only be accessed by authorized users to maintain security and privacy of data.

Put Operations in Order with Office Management Features

It is best of all when you get something extra with an investment. FinCRM is not only a customer data organizer but also a daily task and office manager. A worthwhile stake in FinCRM will bestow you with supplementary office organizer, where users can record their daily task and submit to their reporting authority directly through CRM software in just a few clicks just like a timesheet. We also allow user to attach files on which he/she has worked to let the higher authority know about the work progress and guide duly.

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Go Above and Beyond with Knowledge Base

Financial industry launches new products, offers, and incentives regularly to captivate more customers. Before customers, your staff should have a better knowledge of offers to acquire prospects. FinCRM introduces Knowledge Base feature to share all the updates with workforce at one place. Now, you don’t need to send emails pertaining to the latest updates with each user in the organization and fast forward your operations. This CRM feature will help users to understand a big picture on a small screen to dramatically push the productivity.

industry1

Put Every Lead on Record using CRM

Banks and NBFCs have infinite amount of data of existing and prospective customers through email or digital marketing. FinCRM will allow you to visualize and share every detail with relevant users. It will enable you to allot a particular lead or opportunity to a specific team member for smooth communication over the whole cycle. All information, from the name to the amount of financial business done will be safely recorded in CRM system, which will lessen monotonous work and enhance productivity of every department.

industry1

Level Up Task Management with CRM

In banks and NBFCs, there are different types of works, which are supposed to be done by various employees without discrepancy. FinCRM offers you a personalized section, where you can allot a task to the respective associate and keep a record of progress & output generated by him. You are allowed to set priority status of the task, i.e. low, normal, high, or urgent, which can help respective associate to manage the work schedule accordingly.

industry1

Reach Out to Every Prospect with SMS and Email Reminder

As a financial organization, banks and NBFCs have numerous products/services and a multitude of offers & discounts for new & existing customers over the time. You may also have to strike the chords of clients for repayments, service renewals, etc. To turn this chaotic task into a methodical process, a salient feature, CRM email and SMS reminder system, is offered by FinCRM to keep your marketing strategy sturdy. This feature enables you to schedule an email or SMS for respective clients at specific date & time about anything and optimize customer relationship management system.

industry1

Track Business Growth of every Branch and Business

In financial industry, there can be any number of branches of banks and NBFCs located at different locations but are being administered under one person. FinCRM provides you a pivotal reports feature to track progress in business of every branch in graphical form to better understand growth between any required dates on daily, monthly, or yearly basis. You can keep a track of individuals’ productivity and predict future sales pipeline directly from your desktop in just one go through merely one platform.

industry1

Uphold Privacy with Secure Document Manager

As already mentioned, banks & NBFCs possess and process a huge amount of consumer data and effectuate numerous marketing campaigns regularly. It becomes their responsibility to keep the customer information generated via various sources extremely safe and private. To assist you in this process, we will provide you a very secure and reliable document manager, wherein you can store all customer related documents inside the FinCRM itself. The document manager will only be accessed by authorized users to maintain security and privacy of data.

industry1

Put Operations in Order with Office Management Features

It is best of all when you get something extra with an investment. FinCRM is not only a customer data organizer but also a daily task and office manager. A worthwhile stake in FinCRM will bestow you with supplementary office organizer, where users can record their daily task and submit to their reporting authority directly through CRM software in just a few clicks just like a timesheet. We also allow user to attach files on which he/she has worked to let the higher authority know about the work progress and guide duly.

industry1

Go Above and Beyond with Knowledge Base

Financial industry launches new products, offers, and incentives regularly to captivate more customers. Before customers, your staff should have a better knowledge of offers to acquire prospects. FinCRM introduces Knowledge Base feature to share all the updates with workforce at one place. Now, you don’t need to send emails pertaining to the latest updates with each user in the organization and fast forward your operations. This CRM feature will help users to understand a big picture on a small screen to dramatically push the productivity.