CRM Customer Relationship Management
Powerfully Integrated Customer Information
- Pipeline Management and Reporting
- Import Leads and Track Results
- Manage Referrals
- Full integration with bank’s core systems
“It was time for us to move from several home grown systems addressing various division and functional needs to a more robust integrated solution. This allowed us to successfully manage our sales efforts both in terms of productivity and quality”
COO - $13 billion Midwest Bank
Quality customers can be hard to win and even harder to keep. Today’s customers expect greater levels of personalization - of both the products and the experiences they receive. CCS’s CRM module delivers informed services across multiple channels so that the bank and its customers can manage credit effectively. This focused attention and strong networking are a competitive edge in today’s market.
CRM-banking maximizes the value of face-to-face and self-service interactions. Creating an enterprise-wide view of clients and linking multiple communication channels delivers a consistent and powerful customer experience. The CustomLender® Module provides a fully-integrated solution that deeply meets emerging customer needs and internal regulatory process controls.
CustomLender® creates a smarter banking process in the following ways:
- Customer experience and CRM strategy design - provides a more compelling experience across all process channels, whether branch, self-service, Web or contact center.
- Credit service productivity and effectiveness - delivers improved processes and access to better tools, skills and information for relevant and skillful customer communications.
- Analytics - leverages existing CRM data to match products and services with customer needs.
- Channel optimization - seamlessly integrates data-channels and processes to provide consistent controls and greater operational efficiency.
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