Financial CRM Technology

Developed for Financial Institutions

SEDONA CRM has been developed over many years specifically for financial institutions by a team with experience working for and with community banks and credit unions. Insight into your institution’s relationship with customers and members is woven right into SEDONA CRM.

The information available in SEDONA CRM, and the actions you can perform with it, reflect a financial institution’s unique needs and considerations, such as:

how important is the profitability of an account or a person, versus household profitability?
is profitability the only way to measure the value of a customer or member? What about loyalty? What about whether other household members also bank with you?
how are decisions made to open more accounts with you? Is that a household decision rather than an individual one?
we talk about households for individuals, but for small business owners, shouldn’t we also group their commercial accounts with their personal ones?
how do you know whether a person has responded to your marketing campaign?
how do you know whether an uptick in new accounts opened is the result of your marketing?
how can we make sure that we actually follow up on teller referrals?

Learn how SEDONA CRM is easily customizable to the way you work.

Look through our online demo library.

Contact SEDONA to learn how SEDONA CRM reflects the unique needs of a community bank or credit union.