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| CRM ESPECIALLY DESIGNED FOR BANKS |
You probably have already evaluated a number of CRM systems.
Maybe you are even using such a system right now. However
- do they cover all your needs? How do they cope with
your core business: Account keeping, investment portfolios,
and loans?
This is where EQUIRION RELATIONSHIP MANAGER sets a
new standard. First things first: The basic functionality is the
optimal presentation of customer data, both for clients and prospects.
Easy maintenance, extensive data links and attractive
design - this is all part of the solution.
Then there is the contact history: From simple meeting minutes
to mail merge to incoming customer e-mails - everything is
always at your fingertips, either sorted chronologically or by
subject.
A comprehensive set of user defined statistics and reports complement
the solution: Unlimited analyses, for performance reviews,
addressee selection for mail merge and email campaigns
are standard. Full access to your bank-specific customer data,
including holdings, transactions, or profit margins however really
make the difference.
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