How CRM Benefits Banking

Automated Processes
One Touch Analysis
Customer Service
Self Service Portal
Customer Profiling
AI Capabilities

The Challenges of Banking

Regulatory Compliance

Maintaining regulatory compliance can be time-consuming and cost-prohibitive. However, failing to meet the requirements has expensive consequences. CRMs use automated processes to help banks meet regulatory obligations with a system of checks and balances to ensure complete compliance.

Smarter Consumers

Consumers are different now than during the days of brick and mortar banks. They want online money management and personalized services; and, they expect bank employees to understand the needs of their business. CRM profiling allows every employee to have the right level of corporate insight to properly service your customers.

Customer Retention

With so many options for where they can take their business, customer satisfaction and retention are more important than ever. CRM features like automation, targeted marketing, and customer journey mapping create a uniform customer experience and reveal proactive solutions to keep customers happier.

Aging Industry Applications

Many key banking organizations have been around since the 1980s. Consumers are starting to view them as outdated and limiting. Many banks are replacing their old green screens with CRMs that are integrated into legacy systems, giving every team member the ability to help the customer.

Best use of Customer Data

Customer profile data is crucial for building personalized marketing experiences. It increases the likelihood of selling multiple offerings and maintaining customer loyalty. Banks can collect and report on profiling data with CRM, resulting in better aligned marketing and sales initiatives and more relevant and useful experiences for the customer.

Transition to Digital

The world is transitioning from personal connections to more digital transactions. Banking is no different. Proper digital engagement requires integrated solutions for segmented marketing, mobile accessibility, and Web events.

What Customers Say About Us

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
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Our Banking Customers

ent credit union
american chartered bank
fhlb
hometown national bank
westamerica bank