The Bank and Credit Union Management Solution allows banks to better understand their customers and strengthen the customer relationship. The solution is based on the Microsoft Dynamics CRM platform and is tailored for retail banks, commercial banks, investment banks, credit unions and private bankers. The solution provides banks with to get a 360 degree relationship view of customers including checking/ savings accounts, transaction information, individual preferences and helps bankers strengthen the relationships with their customer base. Bank and Credit Union Management provides functionality that will help financial institutions manage customer transaction data and turn into useful marketing analytics and create help them develop broad programs that will make customers feel more connected, and enthusiastic and dedicated to their solutions and services.
Create New Bank Accounts or search for an existing customer or bank account
Bank account master with real-time bank balance and other transaction information
Multi-currency support to transact with accounts in different currencies
Record Bank Transactions including Branch and ATM Transactions including – Account Opening, Deposits, Withdrawals, Account Closures
Record and Update Signature Type – Joint, Single, Any/ Either
Add, Delete Account Holders to a Bank Account. Record all history of past owners with active/inactive status
Automatically classify customers into different preferred customer tiers based on bank balance and transaction history.
Automatically Recommend Financial Products based on past history and balances.
Organize various types of campaigns including mail, email, phone and event campaigns.
Run Tailored Marketing Campaigns for Customers. Track Responses of a campaign.
Bank and Credit Union Management with Dynamics CRM has not been reviewed by any customers.
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