Pin This Pinterest image description
CRM Infographics: Check out Pinterest for some great CRM infographics!
Get Social

CRM and Web Self-Service Solutions for Financial Services

Provide differentiating web self-service for improved customer retention

Success in the financial services industry has always relied on strong, long-term relationships with the customer. Your happiest customers are your biggest advocates – the ones who rave and sing your praises. To achieve this, your customers expect personalized attention and outstanding service. In other words, to achieve this, you need the support of diverse and versatile Customer Relationship Management solutions.

From retail banking and brokerage to insurance, Astute Solutions CRM solutions let you manage customer relationships across all service channels and customer touch points, so you can:

  • Build customer loyalty by delivering consistent, high-level customer service across all channels.
  • Identify high-value clients and take advantage of new revenue opportunities.
  • Extend the value of your IT investment by integrating with your core systems and existing applications.
  • Leverage existing CRM extensions that serve the financial services community.

To learn more about how our Customer Relationship Management solutions enable the banking and financial services industry to deliver superior customer experiences, view our Financial Services industry guide.

Connect with your customers across multiple channels via CRM, knowledge management and social media

With the ability to listen to your customers, understand their wants, needs and preferences, and to rapidly respond, you build loyalty, inspire advocacy and accelerate down the path to profitability. Astute Solutions can help you achieve this through multi-channel CRM solutions that include:

  • Knowledge Management – Ensure that both your customers and your employees receive the information they need, when they need it.
  • Contact Center – Our powerful, software-based communications platform delivers extensive capabilities without adding complexity.
  • Social Media Management – Our Social Relationship Management (SRM) solutions help you close the gap between gathering social media feedback and optimizing marketing, service, sales, and operations.

Read the white paper, Conversational Web Self-Service Enhances Customer Loyalty for Banks and Financial Institutions, to learn more about how knowledge management and web self-service can improve customer loyalty and improve profits.