• Increased operational efficiency: the systems gives rapid access to all information required for commercial analysis of individual positions and the performance of the bank/branch/portfolio
• Simplified processes and ease of use for less expert operators, with a lower training curve for branch offices
• Increased cross selling index: the system analyses the client through 360° in the context of his life cycle
• Increased margins: the user can identify high potential clients with whom is it worth investing in terms of relations
• Reduced exit rates: effective relationship management has a positive effect on loyalty
CLIENTS
Banco Desio
Banca Etruria
Banca Popolare di Bari
The new Cedacri branch off platform provides evolved integration between classical counter operations and back office / CRM operations, for improved interoperability and client orientation, to provide the user with a CRM tool which can fully satisfy both his commercial and operational needs.
The solution is composed of two basic environments: the control panel and the client sheet. The control panel summarises operations at the individual portfolio, branch, area or bank level, thanks to the use of an operator diary and KPI, which prompt for critical and opportune client actions.
The client sheet gives the operator an overview of the client's position in terms of profitability, volumes, products, deadlines, risk and profiling/behavioural indicators, and also highlights any alarms and opportunities.
