Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.
Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?
1. The state of Finserv & why cross-sell automation is crucial
2. How teams are capitalizing on it with less IT involvement
3. Why they're finding success with this model
How CRM Benefits Financial Services
The Challenges of Financial Services
CRM can assist with meeting regulatory compliance by using automated processes and workflows for authorization when rules are not being followed.
Customer retention requires keeping the customer happy and recognizing new sales opportunities that could benefit them long-term. CRM helps maintain customer retention by providing a positive, uniform experience.
Research shows that happier employees are more productive. CRM provides a real-time flow of information, insights on customers and prospects, and full pipeline visibility. Teams will be able to focus on what excites them instead of wasting time digging for information or performing repetitive manual tasks.
In a business where people can switch companies in an instant, it is important to keep a high level of customer satisfaction. CRM can help by developing customer experience maps and making them part of an automated process of the customer's journey.
One of the advantages of CRM combined with AI is the ability to match the profile of a customer and determine which products they should own. These types of analytics automate the process of identifying cross-sell opportunities.
Reputation is key for financial services firms. A CRM can manage and monitor social media and determine the sentiment of the message, promoting positive messaging and alerting the team of negative messaging to make sure your reputation is intact.
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