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Business Planning

Customer Acquisition & Customer Relationship

See what a CRM and Profiling Solution can do for your Institution

The Financial Services Industry is getting more competitive than ever with the emergence of newer players with access to sophisticated technology. Still using a a CRM created for other industries? Its Time to disrupt. Switch to a Customer Profile based CRM.

Our CRM solution combines several years of industry experience to transform your organisation from being product centric to customer centric

Reduce the lead conversion cycle by allowing sales team to focus on positive leads. Enable the sales team to achieve higher targets with realtime analytics and reporting. Comprehensive view of service requests and responses. Reduce process times and increase efficiency

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Profiling

Know your Customers. Transform your business.

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Cutting edge solution

Our CRM and Profiling Solution will allow you to
  • Capture your leads based on their constitution
  • Leads journey from sourcing to credit decision is constitution centric rather than product centric
  • Perform a qucik Credit Bureau check
  • Score and Profile your leads
  • Determine Product eligibility of leads
  • Automate your approval workflows
  • Integrate your Sales, Channels, Credit, Product Engineering, Operations and Service Teams

Features beyond a traditional CRM

We handle prospect profiles the way it has to be handled. You can defined an individual in several different ways - Salaried, Self Employed Professional, Self Employed Non Professional or a corporate in as many number of ways there is - Sole Proprietor, Partnership, Private Limited, Public Limited, Society, Trust
Our CPU to CPU interfaces with credit Bureaus like CIBIL fetches credit bureaus in a matter of seconds without the intervention of your credit staff
Product Policies can be applied on prospect profiles to determine eligibility
You can define score cards and the score is computed every time additional data is available
Integrations with BPM and EI layer Appiyo allows further integration to core banking systems. Other integration include MeOnCLoud, Email and SMS

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