Banking CRM Solutions
As important as the retention of every profitable customer is to a bank these days, customer acquisition is still a critical factor in your bank’s success.
And the best tool for customer acquisition? That would be SEDONA CRM™. This remarkable solution includes templates for developing lead and referral tracking. It enables your bank to gather, manage, and track both prospects and new banking customers in real time.
Contact information can be brought into SEDONA CRM from multiple sources, including ...
- online sources
- trade shows
- partner referrals
- acquired contact lists
- responses to marketing programs, such as direct mail, seminars, and advertisements
Leveraging business process workflows, your bank will use its own, specific instructions to manage different types of contacts. SEDONA CRM then routes and escalates those contacts through the bank, ensuring that no contact gets lost or delayed in processing.
At any time, authorized banking personnel can view contact status and overall customer acquisition goals to ensure that the opportunities generated are indeed contributing to your bank’s profitability.
SEDONA CRM simplifies so many aspects of customer acquisition that the system actually becomes second nature to your banking staff. Contact SEDONA for a free demonstration and full details.
