The Banking Industry today relies heavily on automation. All banking operations have been computerised. This has enabled centralisation of control and management as well as improved monitoring of each branch activities. Centralisation allows improvement in quality and service levels. The management can access real-time updates regarding the performance of each branch.
PragmaBanco is a CRM formed out of the Microsoft Dynamics CRM which has been specifically designed for use by banks. It comes with enhanced capabilities to meet the challenges that banks face at different levels. PragmaBanco does not only provide a facility to improve customer relationship but provides an all-encompassing solution for all online banking activities which pertain to the customer and their needs.
Banking is all about customer service and being able to provide the customer with high end services that come across in a personalised manner. PragmaBanco is most effective method for improving customer relationship and ensuring that each customer is catered to. It is a CRM system that has been intendedfor the purpose of providing an exclusive banking experience.
Ready to use CRM
Every customer service organisation can benefit greatly from a CRM system.However, the organisational needs vary from industry to industry. Similarly banking has its own requirements. Generally an organisation would have to have a CRM system specifically customised to meet its needs. This entails time and additional cost not to mention the energy spent on getting the new system streamlined to meet their operational needs. The PragmaBanco comes ready to use for banks with few minor changes depending on the banks policies. It saves time, effort and money. Banks can immediately work on the upgrade transition to incorporating PragmaBanco. The dashboards are user friendly and require very little introduction. Manoeuvring around the software is a simple task and the required options are easily accessible.
A bank has to make its customer feel special like they matter. The email integration with the customer database allows personalised emails to be sent to the customer on specific days like birthday anniversary and other festive occasions. These emails are sent automatically and are a feature of the Microsoft Dynamics CRM which has been neatly integrated into the banking arena. Informative emails regarding the promotion of new services and facilities offered by the bank can be regularly emailed to keep the customer updated about their bank’s activities and what is new with their bank.
Banking customers always seek quick service. PragmaBanco helps in eliminating the time lag for account related financial transactions. The role specific dashboard empowers the banker to easily find the required options without any confusion. Banking officials find it simple to use PragmaBanco.
Stimulate business growth
The greatest benefit of PragmaBanco is that it enables the bank to delve into various channels such as social media to help propel business growth. The Microsoft Dynamics CRM tools to source potential customers based on the online behaviour patterns can help the bank to get hot leads. These leads can be further analysed and pursued for business growth.
MS Dynamics CRM has a number of marketing analytic tools which can be leveraged to create efficacious strategies. Sales functions can be channelized to generate more business with particular strategies which can be monitored and modified to generate maximum benefit.