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  • 1,500+


  • 60+


  • 8

    De-commissioned Systems

  • 12

    Integrated with Systems

  • customer challenges

    • Fragmented customer information across multiple systems.

    • Siloed systems for capturing and tracking leads and opportunities.

    • Tedious and lengthy customer on-boarding process.

    • Slow resolution times for customer servicing.

    • Inefficient cross-selling process.

  • solutions provided

    • Customer 360 View

      • Creating unified view by collating and massaging data from different systems with Banking CRM.
      • Real-time display of product holdings and transactions using web-mashups.
      • Real-time access to Trade Finance/Facilities/ Account Balance for Corporate Customers.
    • Lead Management

      • Lead origination from various channels like web portal, mobile banking, SMS etc.
      • Automated lead assignment to various teams including call center, direct sales, branch etc.
      • End-to-end process for fulfillment.
      • Real-time pipeline analysis.
    • Cross Selling

      • Generate personalized offers based on algorithmic modellers with CRM for banks.
      • The platform operates across all channels, providing global visibility and status of offers.
      • Various systems integrated to provide event based triggering such as large deposits, channel usage, etc.
  • results

customer success stories

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