Customer Relationship Management

Technology > Banker's Insight > Customer Relationship Management

The CRM functions of Banker's Insight are driven by clean, integrated data and the power of analytics. Unlike traditional CRM systems that rely on inconsistent data entered by users, our solution is designed to minimize data entry and to create an experience that is simple, effective, and easy to use.

Search

Insight Search provides a single-field, internet-type search across customer and company names, addresses, phone numbers, account numbers, reports, and more. It is as powerful as it is simple to use. Don’t know the exact spelling of a customer’s name or address? Simply provide your best guess and Insight Search will return exact matches first followed by customers with similar sounding names and addresses.

Profile

In addition to broad insight into your business, Banker's Insight provides a 360° view at the customer level where tangible insight can be turned into actions directly benefiting the customer relationship. A complete customer portrayal goes beyond traditional customer information systems. It highlights previously hidden relationships, supplements information with demographics, and empowers decision making with scores for attrition risk and potential profitability.

Leads and Alerts

Leads and Alerts are generated by the campaign manager and delivered directly to the appropriate banker. This eliminates the need for distribution of long reports or massive spreadsheets. It also ensures that the results of marketing efforts can be accurately tracked and analyzed. In addition to generated leads, users can quickly create a new lead and refer it to the appropriate banker.

Activity Queue

The Activity Queue gives each user and manager a view into the leads and alerts that have been generated. Users can easily see and access their items right from their dashboard.

Contact Management

Banker's Insight's contact management features improve communications between customers, branches, and business developers. Complete contact information along with contact history is shared across the enterprise to improve accountability and visibility of customer communications.

Benefits

• Increase the value and depth of existing customer relationships
• Improve customer service and customer satisfaction
• Increase the acquisition of profitable customers
• Improve communication between branches and business developers
• Improve accountability and visibility of customer communication