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Professional Banking CRM Services

Custom Report Creation

You need good data and a continual influx of customer or member information in order to make sound banking decisions:

  • which bank branches have more profitable customers
  • which bank branches are losing out to competitors
  • how to staff various branches
  • how to customize, package, and deliver the right products and services
  • how geographic-specific marketing efforts perform

What you need are good reports. We can help.

For starters, SEDONA CRM has a built-in report writer that even novice banking personnel will find easy to use. At the same time, advanced staff members will appreciate the tool’s flexibility in building complex reports.

We understand, though, that not every financial institution has the time, the staff, or the resources to create its own CRM reports, especially reports of high complexity.

Just tell us what kind of custom CRM report creation you need. We will build custom reports from data you provide, creating the actual queries and the report templates for them, then placing the reports on your system, as part of your SEDONA CRM installation. All you have to do is click on the custom report you want, and the system will give you the new data you seek.

Don’t worry. Our staff train you to use SEDONA CRM’s report writer to create a variety of useful banking reports. For custom report creation you will want our professional services.

Contact SEDONA for a free demonstration of SEDONA CRM’s report writer – and for all the help your financial institution needs with custom report creation.