Sedona CRM helps financial institutions centralize data sources and essential 
        operational functions to maximize every customer relationship and interaction.

COMPREHENSIVE DATA WAREHOUSE

REPORT MANAGER DYNAMIC REPORTING

WORKFLOW MANAGER UNLIMITED ROBUST CRM WORKFLOWS

Centralize all your data silos and existing data warehouse solutions to make your data actionable! We have the expertise and long list of 3rd party vendor extracts including API integration options to help you understand and analyze all your relationships and operations!

  • Core Product and Service
  • Loan Applications
  • Electronic Service Usage
  • Distance to Branch
  • Demographics
  • Organizational Goals
  • Shop Scores and Details
  • Campaign Details from 3rd Party Vendors
  • Credit Bureau Prospects
  • Business Development Prospects
  • In-House Logs or Spreadsheets

Where focus goes, success grows! Provide your employees with dynamic dashboards and reports allowing them focus on their role and specific activities that help contribute to improve organizational performance. Over 250 "out-of-the box" and industry "best practice" reports are available, create your own with Report Manager or utilize preferred reporting solutions on the data warehouse.

  • Organization, Region, Branch, Employee, and Customer levels
  • Permission based at the user and workgroup levels
  • Product & Service Analytics
  • Profit Analytics
  • Customer Relationship Profiles
  • Sales & Campaign Tracking and MORE!

Improve operational efficiencies and real-time communications throughout the organization with our CRM workflows. We have over 35 financial industry specific done for you ready for use or customization. Create unlimited custom workflows to meet your unique needs that can be customer or internal in nature. All workflows can have escalations and alerts to ensure service levels are met and dashboard analytics on workflows will help you better understand types of service requests and areas for improvement.

**Ask us about our core & 3rd party vendor integrations that can take your processes and procedures to the next level!

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CAMPAIGN MANAGER (MCIF)

PROFIT MANAGER MULTI LEVEL PROFITABILITY ANALYSIS

NEXT BEST PRODUCT RECOMMENDATION ANALYTICS

Campaign Manager allows the marketing department to integrate marketing and sales efforts for better results and a higher conversion rate.

  • Identify better prospects based on the robust data in the warehouse.
  • Utilize our ROI calculator to determine if it makes sense to move forward with a campaign.
  • Seamlessly communicate what campaigns customers are connected to on the 360 profile.
  • Assign prospects to a campaign CRM follow up workflow.
  • Monitor campaign dashboards for valuable insights on campaign performance.

We provide several options to make important marketing, service, and sales decisions based on profitability. Profit Manager allows you to...

  • Analyze profitability at the organizational, account, customer, household, and branch levels.
  • Access calculation details with drill down reporting.
  • Adjust settings as needed.

Our proprietary next best product recommendations provide marketing campaigns and client interactions offers to deepen relationships and profitability.

  • Clustering - Select demographic factors that create cluster groups for service usage, relationship, and profitability analysis.
  • Rules - Create your own custom rules and prioritization based on institution service mix needs.
  • Hybrid - Combine our clustering algorithm and rules to increase the types of recommendations offered.



SEDONA Corporation 409 Second Ave STE 101, Collegeville, PA 19426-3625 info@sedonacorp.com 610-337-8400

Copyright 2021 SEDONA Corporation