CRM in Banking
    /         /     Banking


Get the most comprehensive Banking CRM solution across Cards, Branch Banking, Loans, assets and liabilities. Ensure high flexibility for business models  for product, locations, and channels. Drive your sales, customer relationship management, customer service and channels for maximum productivity.

Banking Sales Management

Banking Sales- Leads Funnel Management

Banking Sales function has an extensive complexity of locations, people involved and products. CRM4SURE enables you new customer acquisition through web enquiries, walk in customers, sales agents, on-site marketing, events and direct sales force. You can create new banking sales leads also monitor and track the entire life cycle of a lead through various stages of maturity and closure. With intelligent lead classification & allocation, notification & alerts, sales force daily work management coupled with full enterprise mobility- you cannot go wrong.

Banking Customer Service

Banking Customer Service

Service request management could not be easier with CRM4sure through our flexible configuration. You can set-up service request enquiries and complaints for different products. You can track the throughput and effectiveness of customer service by daily customer service activity report. Banking Customer is serviced well only when he thinks that he is being served well. This is ensured by effective communication and notification layer which keeps the customer updated on latest status.

Banking Channel Management

Banking Channel Management and Development

Banking Sales, Service and Collections Channel hiring, retention and productivity is key to success. Banking channel module enables you to manage a potential channel partner through various stages of evaluation, business plan for channel, commercial terms, contract, setting up of channel in banking systems, and hand-holding the channel till it achieves stability. Apart from this, it allows you to maintain a complete channel relationship management framework, where you can manage channel contact, servicing a channel, channel compensation and channel recruitment. 

Banking Collections-Receivables

Banking Collections-Receivables

For any lending company which is in ‘Assets’ (receivables) business, ability to be able to maintain your banking assests receivables in a healthy state is utmost critical. CRM4SURE provides an unparalleled capability to manage all aspects of receivables/collections management including HR, Collections field effectiveness, Collections Telecalling, Pro-active calling, Collections follow-up activity norms, enterprise mobility, field geo-location-tracking, and many other features to maintain a transparent and real-time view of your collections/receivables performance

Banking Customer Relationship

Banking Customer Relationship and Satisfaction

A multi-product banking customer provides high embedded value to the business. Using CRM4SURE, you can truly achieve your vision of having customers with multi-relationship and long-tenure. This includes being able to tag a customer in terms of product-affinity, ensuring that a customer is contacted regularly, monitoring customer requirements fulfillment and doing targeted campaigns, cross-sell and up-sell plan, intelligent assignment of the customers to relationship managers.