Unlock Seamless Banking Experiences with SmartBank – Your Comprehensive CRM Solution
In today’s fast-paced financial world, delivering personalized and efficient customer service is critical. Enter SmartBank, a cutting-edge Banking CRM built on Microsoft Dynamics 365 Base CRM Power Apps. Designed to empower banks with pre-built processes and templates for Leads, Products, and Customer Service, SmartBank redefines how institutions manage both Assets and Liability Products.
Why Choose SmartBank?
SmartBank is more than a CRM – it’s your partner in transforming banking operations. By combining advanced features with modular design, it offers a future-proof solution that drives customer satisfaction, operational efficiency, and revenue growth.
Revolutionize Sales with SmartLife’s Sales Automation
Lead Generation from Multiple Sources
Capture leads from diverse channels, ensuring no opportunity slips through the cracks.Mobile-Friendly Lead Entry
Input and manage leads on the go, enabling agility in your sales process.Automated Workflows for Follow-Ups
Never miss a follow-up! SmartLife automates workflows, scheduling reminders for prospect visits and calls.Geo-Location Enabled
Maximize efficiency with location-based lead management and assignment.Automated Lead Assignment
Route leads instantly to the right sales representatives based on pre-configured rules.
Capabilities & Features
Comprehensive Solutions for Asset & Liability Products
- SmartBank ensures streamlined processes with guided workflows tailored to specific banking products, from loan applications to savings accounts.
Advanced Lead Management
- Convert opportunities into loyal customers with a robust lead management system that keeps your sales pipeline active and organized.
Customer 360 View
- Gain a holistic view of your customer relationships. Track key metrics such as loyalty, profitability, and assets under management (AUM) to make informed decisions.
Product-Specific Customer Service
- Address service requests effectively with a timeline view of past and current interactions, reducing turnaround times and enhancing customer experiences.
Seamless Loan Applications
- Simplify the loan origination process with guided workflows integrated into Smartstatz Smartloan Solution on the PowerApps platform.
Value Proposition
1. Increased Revenue & Customer Loyalty
Deliver relevant cross-selling messages based on real-time insights.
Enhance customer satisfaction with rich, single-view dashboards for seamless service delivery.
2. Operational Efficiency
Automate integrations with other applications, reducing manual tasks and boosting straight-through processing.
3. Future-Proof Design
Modular, parameterized architecture ensures the solution is easy to maintain, adapt, and scale with evolving needs.
Features in Action
- KYC and Customer Onboarding: A streamlined process that ensures compliance while creating seamless onboarding experiences.
- Next Best Action Recommendations: Empower agents with actionable insights and cross-selling suggestions at the click of a button.
- Graphical Product Catalog: Offer a visually rich product catalog that showcases key features during customer interactions.
- Single View of Household: Beyond individual customers, gain insights into entire households for enhanced cross-selling opportunities.
- Customer Service Timeline: A color-coded timeline offers clarity on customer requests, helping agents prioritize and respond effectively.
- Key Customer Indicators: Metrics like Loyalty, Profitability, and AUM are displayed prominently, highlighting the customer’s importance to the bank.
Future-Ready Banking with SmartBank
SmartBank is the ultimate tool for banks seeking to enhance customer relationships while driving operational efficiency. Whether it’s onboarding new clients, processing loan applications, or delivering exceptional customer service, SmartBank provides the tools and insights to succeed in a competitive market.
Embrace the future of banking with SmartBank – where innovation meets efficiency!
