Banking CRM

What is Banking CRM?

CRMs are important in all industries, but especially for banks, they help organizations deliver a more personalized customer experience.

Today's bank clients only think about her money and it's on her mobile device. From arranging a loan on a smartphone to exploring credit card options on a laptop, They are fully embracing the convenience that the digital age brings to their transactions. Surname. bank movements.

CRM Banking helps you manage interactions with different clients segments with features such as a complete customer view, preference analysis, sales force automation features, and marketing. It integrates with central banks, document management software, and other business systems.

Key Features of an Banking CRM

  • Lead & Opportunity Management

  • Sales Management

  • Customer Management

  • Complain Management

  • Reporting & Analytics

  • KPI Management & Analysis

iCRM Implementation

Preparing a customization roadmap
Preparing an integration roadmap.
Delivering UX and UI mock-ups (for custom solutions).
Providing timing estimates for the implementation project.
Project planning.
Customizing platform-based CRM software.
Quality Assurance.
Integration with a core banking system as well as card processing systems.
Data Migration.
Providing User Training.
Providing 24/7 CRM support.
Continuous Maintenance and Evolution

Outcomes of Implementing Banking iCRM Solutions

Increased sales volume of bank products and services.

Increased cross-selling and up-selling revenue from bank products and services.

Reduced time to resolve customer cases.

Increased productivity of bank employees.

A Complete & Robust CRM Solutions

We, iHelpBD provides our iCRM for Banks which can be integrated with the core banking system of a bank. Such as transferring product orders or service requests from CRM to core banking systems, transfer data (details of accounts opened), deposits and loans from core systems to show customer profiles for a more complete picture of each customer and more personalized their service. Our Solution iCRM has also the feature to be integrated with the computer-telephony integration system which lets service agents and sales representatives initiate and accept clients calls directly without switching tools.