CRM Integration
Embedding finanz tools within the Customer Relationship Management desktop adds a new and stimulating dimension to the sales process, one that directly engages prospects and customers to a level not previously achievable.
| | By connecting finanz tools to lead and opportunity development, the tools can naturally support each of the stages of progressing sales from initial enquiry, through illustration, quotation, re-illustration right through to application taking. CRM integration also enables customer specific results to be stored and applied to other purposes such as pre-populating application forms, assessing credit risk, and preparing personalised letters and statements. |
| | Direct feedback across all sales channels The immediate feedback provided by finanz tools is also helpful when an adviser or call centre operator is providing customers with information via telephone. Answers to any question about the product can be given instantly and confidently. Personalised customer specific data that has been discussed during the session can be stored for consultation by anyone in the bank | 
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