Financial Services

Increase AUM, wallet share and revenues by digitally enhancing relationship with customers and intermediaries on a single cloud CRM platform. Here's your chance to profit from today's digital disruption, through CRMNEXT Digital CRM.


Build Strong Customer Relationships

  • Create a single 360⁰ view of customers that encompasses their profile, portfolio, immediate and long term needs.
  • Monitor relationship activity and interaction history.
  • Analyze customer financial behaviour.
  • Provide a continuous customer engagement using advisory services throughout their life cycle.
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Increase AUM, Wallet Share and Revenue

  • Facilitate strategic shift from ‘volume’ to ‘value-based’ relationships.
  • Intensify wallet share by providing timely insights to act on customer requirements.
  • Utilize Digital CRM to increase business by cross-selling to maximize customer lifecycle value.
  • Use referral management to generate quality leads that are cost efficient.

Boost Customer Acquisition

  • Generate demand through multi channel acquisition campaigns.
  • Deploy customer intelligence at point-of-pitch for equipping branch personnel to capitalize on inbound interactions.
  • Automatically assign and monitor leads to key partners for synchronized workflows.

Enhance Customer Experience and Satisfaction

  • Service complaints provide information and answer investment needs across channels on a single system.
  • Implement multi-department workflows for timely resolution of service requests.
  • Monetize goodwill using ‘Service to Sales’ processes.
  • Enforce unified TAT across processes; ascertain compliance and accountability by using escalations metrics.

Manage Relationships with Franchisees

  • Assist in end-to-end franchisee management from on-boarding to servicing.
  • Evaluate performance by collating reports on a single platform.
  • Increase collaboration by streamlining processes.
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Strengthen Workforce Management

  • Ensure accountability by deploying alerts and preventing escalations.
  • Set collaborative targets, monitor achievement and pipelines to ensure proactive actions.
  • Get correlated insight into team’s day-to-day activities and progress.
  • Use in-built knowledge retention to combat the adverse effects of sales force attrition.
  • Deploy best practices like action reports, important reminders like policy renewals, lapses, etc.
  • Upgrade workforce by using targeted self-paced training programs.

Utilize Advanced Reporting

  • Get real-time reports across teams, products and geographies, with our digital CRM.
  • Move from ‘fragmented’ to ‘unified’ multi-system collated reporting.
  • Establish an efficient analysis path using drill-down capabilities.
  • Provide actionable insights to take real time decisions.
  • Boost results by measuring and improving critical performance indicators.
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Profiting from customer lifecycle value.

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Are your sales & marketing team missing their numbers?

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Cross Selling Models

  • About CRMnext Financial Services Edition:

    CRM for financial services helps brokerage and financial companies increase their Assets under Management (AUM) and enhance their relationships with all the stakeholders. The important business partners include customers and franchisees that enable financial services to pursue a profitable business model. Most financial companies, like any growing organization, lack the required process maturity that result in disjointed processes. Especially vital in today's digital disruption, CRMNEXT digital CRM enables financial service providers to service their customers quickly, with incremental efficiency.

    While new verticals emerge, the operational focus still remains on product centricity and though there is recognition to advance towards customer centricity, these strategies are often not activated. This, in effect, hinders the progress of such services. Financial services are essentially fee/margin-based businesses that face high customer acquisition costs that need to be recovered quickly. The main objective of such services is to extract maximum profits during a client’s entire lifecycle.

  • CRMnext’s financial services CRM package helps companies in addressing the following challenges:

    1. How to create an intelligent and unified view of key investors that lists out the needs & risk profile?
    2. How to gain the ability to identify up-sell/ cross-sell opportunities, thereby increasing wallet share?
    3. How to become trusted financial advisors by providing a personalized portfolio mix to boost AUM and become a one-stop destination for all financial needs?
    4. How to grow franchisee relationships and have better visibility across their sales processes to reduce the cycle time and prevent revenue leaks?
    5. How to run focused acquisition campaigns to increase the investor base while decreasing cost of acquisition?
    6. How to create a holistic view of customer interactions across all product lines and channels to provide superior customer service?
    7. How to reduce process cost and wastage, at the same time, improving compliance and audit standards?
    8. How to provide real-time insights into processes for pro-active follow-ups with the help intelligent reports & dashboards?

    CRMnext Financial Services Software helps you to generate leads, manage customers and partner relationships, and automate sales processes to ensure downstream fulfilment. It also lets you execute campaigns comfortably and profitably.

  • Financial services CRM provides business convenience that translates into improved customer retention, up-selling/ cross-selling, sales team performance and competitive advantage. It achieves this through service differentiation and comprehensive franchisee management.

    CRM systems power large and medium sized financial companies in the following manner:
    1. Holistic view of key investor.
    2. Effective acquisition campaigns.
    3. Increased wallet share.
    4. Smaller process cost.
    5. Reduced effect of salesforce attrition.
    6. Enhanced franchisee performance.
    7. Improved compliance and audit standards.
    8. Utilization of Real-time reports.

    CRMnext’s financial services CRM software enables workforce transformation by providing data & process centricity. It establishes an integrated desktop with a complete customer and partner view, while automating processes across functions like sales, services, marketing and operations. As a next generation platform, it creates customer centricity and facilitates process efficiency resulting in growth and improved profitability.