Customer Relationship Management Practice
Financial organizations rely on crisp, orchestrated, targeted, and consistent communication with their clientele. We work with organizations in various segments of financial services to improve business process, manage communication, manage and measure business process, and automate the front and back office. Opportunities include:
Practice Management
Automate client review practices so you can understand your organizations interactions with the client.
Sales Force Automation
Define processes to move prospects through the sales funnel, then automate to maximize the effectiveness of inside and outside sales.
Onboarding
Define client, supplier, partner processes, then orchestrate the processes across the organization.
Contact Management
Segment the client base, and then establish automated management protocols for ongoing client contacts and communication.
Contract Management
Establish contract management milestones, and process then automate the contract administration and management.
Regulatory Compliance Management
Define regulatory requirement, then automate management oversight and compliance.
Enterprise Content Management
Organize, secure, publish, orchestrate workflow, and create portals for employees, partners and clients.
Back Office Integrations
Quality and efficiency are driven into a financial services organization by integration of internal and external systems. We utilize integration standards or develop custom solutions to deliver manageable and seamless point to point systems integrations.
Business Intelligence
Industry strength data warehousing methods are used to integrate and manage data. Data assets are then exploited for business intelligence such as executive dashboards, Key Performance Indicator messaging, statistical analysis and focused operational reporting.
Custom Applications Management
We assume responsibility for legacy custom applications, then stabilize, establish software source control, and work to upgrade, enhance, evolve, integrate or replace the legacy system.
Solutions
Bring us your business need or idea, we work together to design and deliver a custom software solution to achieve competitive advantage.
Delivered Solutions Include:
- Recruiting, Onboarding and Contract Management
- Enterprise Data Management and Distribution
- Enterprise Customer Relationship Management
- Enterprise Portal with Collaboration and Content Management
- Customer Portal with Internal Systems Integration
- Enterprise Lead Qualification, Management, and Distribution
- C-Level Key Performance Indicator Reporting
- Associate Productivity Campaigns
- ACAT Business Process Improvement
- Online Financial Services Account – New Account Application
- Integration between Operational and Banking Core Back Office Systems