SmartBank
Banking CRM build on Microsoft dynamics 365 Base CRM Power Apps
CAPABILITIES & FEATURES
- Manages bot Assets and Liability Products .
- Guided Process for Loan Applications .
- Comprehensive Lead Management .
- Comprehensive Customer 360 view .
- Customer Service with Product specific Service requests .
SmartBank – Banking CRM with Pre-built processes/templates for Leads, Products and Customer Service for both Assets and Liability Products
VALUE PROPOSITION
- Increased Revenue and Customer Loyalty – Relevant cross-selling messages. Enhanced Customer service due to rich single views.
- Operational Efficiency – Straight through processing through automated integrations with other applications, thus reducing manual effort.
- Future Proofed Design – Solution easy to maintain and extend due to modular design and high level of Parameterization.
SOLUTION CAPABILITIES
- Manages both Assets and Liability Products, Guided Process for Loan Applications
- Comprehensive Lead Management
- Comprehensive Customer 360 view
- Customer Service with Product specific Service requests
FEATURES DESCRIPTION
- Solution enables KYC with Customer on-boarding and origination of transactions on CRM.
- The Customer service agents can view the next best action and other cross selling messages at a click of a button.
- The detailed Product catalog provides a rich graphical view of the products along with the categories.
- The user has the option to display some key features on the Product tiles which can be communicated to the customers during a Contact center conversation.
- The customer service requests (past and current) are displayed in the color coded time line view, which gives the agent a better visibility of the service request, thus reducing the ACH times.
- In addition to the Single view of the customer, the solution also enables single view of the Household, enabling higher cross selling opportunities and increase in wallet share.
- Key Customer indicators, such are Loyalty, Profitability, AUM etc. can be tracked using bank specific algorithms. These are then displayed in the Customer 360 so that the agents are aware of their customer’s importance to the bank.
- Provides functionality to create loan applications by seamlessly integrating with Smartstatz Smartloan Solution, built on the Powerapps platform
Single view of customer across leads, Products, Loan Applications, Service Requests
