The best CRM for Banks

The banking industry revolves around the multitude of customers who invest with them. Maintaining a good relationship with each individual customer is the underlying foundation for the success of a particular banking unit. People prefer to deal with a bank that has a reputation for giving their customers a good banking experience. Service matters to people and helps to draw larger crowds.

 Stepping up

There are a large number of different banks each one aiming to outdo the other with something special. This competition makes it all the more crucial for a bank to provide their customers with a superior banking facility. A bank needs a Customer Relationship Management system that puts them a notch above the rest. They need a CRM system that has been designed keeping the banking services and facilities mind. Retaining an existing customer is worth a lot more than marketing to 10 new ones.

 The focus

A wholesome customer service stems from a number of factors such as quick service, individualised attention, personalised care, immediate processing of requests, reducing the waiting time while processing banking services and many more factors. A bank that treats each customer like they are important irrespective of their balance is one that will thrive in the long run. A bank is only able to impart to its customers this kind of complete banking experience when they have a comprehensive CRM system in place. To assist banks in their customer service realm Pragmasys presents PragmaBanco.

 PragmaBanco is a customised CRM which is based on the Microsoft Dynamics CRM. It upholds all the finer aspects and features of DynamicsCRM tailored to the banking needs. The concept is to provide banks with a readymade customised software suite that meets their essential needs. It incorporates a wide range of banking services. The focus is on two aspects

• Top notch banking experience for existing customers
• Techniques grow business with innovative marketing strategies

 Keeping the security in check

Security is a defining factor for banks. The whole banking system rests on the security aspect of the CRM. Breeches and lapses have no place. Banks require a CRM system like PragmaBanco which is totally secure with a multilevel security system in place. Customerdata is accessible to banking personnel after central authorisation is given. PragmaBanco has a totally secure security seal. Any activity that is not in alignment with the usual procedures or follows a different trend is immediately picked up and security alerts are generated with special monitoring of activity and higher security protocols.

 Business growth prospects

The core essence of every business is not just to provide existing customers with a good service, but to expand further. The growth of a business relies on upscale sales and marketing tactics. The PrgmaBanco CRM system enables banks to leverage a variety of MS Dynamics CRM tools to develop, execute, analyse and monitor marketing strategies. The Microsoft Dynamics CRM is known to have some of the best marketing analytics tools.Pragmasys has ensured that banks get to utilise these tools in the best possible manner.

 Pragmasys provides banks with a total overview of the features and benefits of the PragmaBanco CRM system which has been designed specifically to transport banking system into the next level of secure automation with reduced manpower and higher efficiency.

 PragmaBanco gives customers a new age banking experience. The highly automates systems enables customers to specifically define their service needs without the need for intervention by a banking personnel. The bottom line for a bank is happy customers at reduced operational costs.