Are you using antiquated CRM software? Today’s banks need to maximize customer relationships, and that calls for integrated CRM software that works directly with the core. If you’re ready to learn about next generation CRM for banking, then use these tips to overhaul your approach to service, channels and customer experience.

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REGAIN YOUR COMPETITIVE EDGE WITH

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IS YOUR
FINANCIAL
INSTITUTION
FACING
THESE
PRESSURES?
The need to boost profitability
The need to increase wallet share
The need to attract and retain customers
The threat of increasing competition and
decreasing resources

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ALLEVIATING THESE PRESSURES …According to 2015 Banking Outlook from Deloitte Center for Financial Services
On Balance Sheet
Efficiency
On Growth &
Competition
On Shifting Payments
Industry
On Use of Data
& Analytics
“To retain deposits,
banks should be
ramping up their
customer relationship
programs, increasing
cross-selling efforts …”
“Firms should attempt
to build holistic
customer solutions by
harnessing the power
of all their business
lines: consumer,
commercial, and
investment banking.”
“Banks must look for
new ways to be top of
wallet and to
differentiate the
customer experience.”
“Seeking value
creation through
collaboration with the
business lines and
functional groups will
increasingly become
the hallmarks of
success.”

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SOLUTION: NEXT GENERATION CRM
Next Generation CRM = Core Integration
The latest CRM solutions provide a 360-degree
view of the customer or prospect, which is visible
to everyone within the bank via the same system
they use to do 90% of their work.
Blind spots are eliminated, allowing any employees
to provide stronger support experiences regardless
of channel or touch point.

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WITHOUT INTEGRATED CRM
Why then, is the salesperson being
forced to rekey [customer information]
into the CRM system? [Integration]
should be the number one requirement
of any CRM system.
– Top 5 Ways to Improve CRM Use in Large Firms
by Chad Van Derrick for it.toolbox.com
DISJOINTED APPROACH = A DISAPPOINTING
CUSTOMER EXPERIENCE

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WITH INTEGRATED CRM
Everything Congruously Revolves
360˙ Around the Customer Relationship
Specifics are captured by any business
line or functional group into the
Core/Integrated CRM
FRONT LINE BACK END

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SEAMLESS COLLABORATION
SMART
DIALOGUE
CRM generates “smart”
dialogue with
customers and
prospects. They never
have to repeat their
story because it’s visible
and shareable by all
within the core.
NO
BARRIERS
It breaks down the
barriers between
business lines, which
ensures no
opportunities are lost
because of lack of
communication.
IMPROVED
PRODUCTIVITY
CRM increases work
productivity, because
no two employees are
inadvertently working
on the same task for
the same customer.
BRAND
IMAGE
It supports and protects
the brand image by
ensuring a consistent
voice, no matter how or
with whom the
customer is interacting
with at the bank.

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DOWNLOAD OUR CRM WHITE PAPER NOW!
Learn how your institution can benefit from next
generation CRM through our free industry white paper.
“Recapture Your Competitive Edge with Latest Generation CRM”
• Gain perspective on the advantages of core integration
• Discover how to utilize customer channel preferences and
better anticipate customer needs
• Learn best practices for a fully differentiated customer
experience
Click here to download the white paper now!