CRM in Banking Write for Us
CRM in Banking Write for Us is the banking, insurance and mutual insurance sector that is now undergoing a profound upheaval. For instance, banking and insurance institutions must rethink their strategy. And also, accelerate their digital transformation, better know their customers and adapt their actions and products.
However, with the European directive on insurance distribution or Basel II for banks, the regulatory framework evolves and redistributes cards. And also, the digital transformation of existing players and the arrival of new online players, the diversification of offers in the property. And also, health insurance or others accentuate the volatility of customers.
For instance, It helps banks and insurance companies develop their customer assets, implement an omnichannel approach. And also, effective marketing.
However, CRM solutions allow you to “regain control” of the customer journey from the first contacts and throughout the life of the contracts by optimally combining all the channels of interaction. CRM connects to other components of the IS, internal as the underwriter or external as the online price comparators. And also, allows improving the action of tele-advisors with customers. And also, prospects.
Customer knowledge is an essential asset of the company. It allows you to adapt your offers and your commercial approaches to everyone’s expectations. Moreover, CRM allows you to develop this customer knowledge and reuse it in an adapted and effective proactive approach.
With the physical network of agencies, online comparators, websites, telephone, email, social networks. And also, in mobile apps, the potential for customer interaction develops quickly. And also, commercial efficiency implies the control of the customer journey.
Therefore, A true compliment to the customer relationship, the request management module offers an integral follow-up of requests (complaints, litigation. And also, requests for information…), from their creation to their closure: knowledge base, SLA. And also, contextual workflow.
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