Aplicor Financial Services CRM Software Edition helps some of the largest commercial and retail banks, investment bankers, asset managers and insurance companies manage and automate front to back office processes so that staff are freed to focus on core activities such as increasing customer share, growing assets under management, creating wealth, ensuring regulatory compliance and expanding customer relationships.
The Financial Services CRM software edition delivers a pre-built industry specific on-demand solution to achieve key competitive advantages:
Make use of a 360 degree holistic customer view at every customer touch point to identify renewal processing, complimentary solutions, financial product promotions, cross-selling and up-selling opportunities, and other value added recommendations
Integrate better customer and household information with line of business financial products and customer portfolios in order to succeed in converting more referrals, growing customer share and increasing customer longevity
Leverage proven selling methodologies, systemic sales processes and a searchable library of best practices to increase sales conversion rates, sales person quota achievement and predictable revenue growth
Financial Services CRM provides at-a-glance viewing of the complete customer relationship along with insight into the customers portfolio, history, household, objectives, risk tolerance and interests. Centralized book of business and customer information enables staff to provide proactive product and policy management, easily create new quotes, automate renewal processes, grow the customer relationship and increase customer share.
Customer knowledge provides the single-greatest path to profitable organic growth in the financial services industry. The Financial Services Edition provides complete front-to-back office client information in a centralized 360 degree customer view. With one integrated system, staff views all client marketing interactions, sales communications, customer support incident history, client contacts and preferences, client documentation, complete purchasing history and outstanding sales and receivables information.
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