The CRM for Banks: PragmaBanco

PragmaBanco is a specially designed CRM for banks. It caters to the specific needs of banks. This software system has been customised by Pragmasys using the Microsoft Dynamics CRM.

Banks have a huge customer base and need to ensure that they provide a seamless service. Today, banking customers demand high quality, round the clock service. A CRM system helps to streamline and organise customer data and banking operations.

• Services quality: The quality of service that a bank offers defines its success. Customers tend to have accounts with multiple banks. They eventually end up using the bank that offers them the best service. The Dynamics CRM is designed to give customers a user friendly experience. Online banking becomes a great way to empower customers to serve themselves.
• Customer retention: Every business focuses on customer retention as a primary goal. Acquiring new customers is secondary. If your current customers are happy, you will automatically get new customers. With stiff competition, banks need to ensure that they do whatever it takes to retain their customers. PragmaBanco enables banks to ensure that the customer retention rate is optimised. Keep your customers happy and they will stay with you.
• Enhanced user experience: How does a customer feel when they interact with your bank? Today most of the interaction is online. Not many customers have the time or inclination to visit a bank personally. All that the customers experience is through the user interface. The PragmaBanco ensures that a customer who takes the time to visit the bank personally gets exceptional service. This is possible as banking officials are able to access information and process requests instantly. It also ensures that online operations are seamless and there is a high level of customer satisfaction.
• Freedom of account management: Most customers are keen to manage their own accounts. Online banking and mobile banking are common services offered by all banks. Microsoft Dynamics CRM makes it easy for customers to manage their accounts, make money transfers, monitor transactions, request services etc. Online banking makes customers feel secure that they are in control of their own finances.
• Security: The importance of security cannot be reiterated enough. Cybercrime is on the rise. Banks especially need to be extra cautious regarding fraudulent activity and customers being swindled. Microsoft ensures a multilevel security system through the Dynamics CRM. Encrypted passwords and multi-level password protection is mandatory. Customers are forced to change their passwords regularly. This prevents misuse by unauthorised access of bank accounts.

PragmaBanco is a customised solution for banks to manage their operations as well as provide a platform for their customers to interact with them. It allows customers the independence that they seek.

Installing a new CRM system can create a huge upheaval for any organisation. Pragmasys promises a seamless transition. The PragmaBanco will be customised according to the banks individual and specific needs. The dashboards can be customised for various levels of operations. Pragmasys is a Microsoft Gold Partner and provides various levels of service for the Microsoft Dynamics CRM.