Demo version
Analytical CRM in XRM Banking The analytical solution in XRM Banking offers methods and mechanics for customer segmentation and clustering (including the construction of product-segment matrices) that can be used to formulate marketing policies for promotion, cross-selling, NBA / NBO algorithms, and build an analytical reporting system
Business segmentation

Business segmentation

Creation of an effective promotion program in XRM Banking is carried out through the mechanisms of segmentation of the client field and automatic campaigns for the formation of individual offers, policies and campaigns of cross-selling and pre-sales. At the same time, segmentation of customers according to business criteria is conducted to determine the potential loyalty to the product.

 

Cross-Sales Matrix

Cross-Sales Matrix

The Cross-Sell implementation mechanism is a Cross-Sell matrix that allows the XRM user to configure which product will be offered to a particular customer segment, including, depending on the history of the purchased products (taking into account the product links), financial condition, and other techniques of the Bank's BI system using NBO algorithms.

CLV Index

CLV Index

The CLV index in XRM Banking is displayed in the numeric field for the Client, including the ability to build charts to control the level of this indicator, and also to set system goals for this indicator.

 

The CLV (Customer Lifetime Value Index) is an indicator of customer value that allows you to rank customers relative to one another and determine the aggregate value of customers in terms of campaigns, market sectors, etc. The CLV index is calculated at a frequency of once a month. The history of the indicator's changes is kept for the possibility of further analysis of the dynamics of the CLV in the context of the client, manager, sector, region, etc. Simply put, the CLV index shows that the customer who brought the company 100,000 yesterday more valuable than the customer who brought 1 million a year ago.

RFM segmentation

RFM segmentation

RFM-analysis is a tool that allows to segment consumers by the level of loyalty based on their past actions, to predict their behavior. Those. the system identifies those customers for whom the likelihood of response to our activity (offer) is the highest.

 

To maximize the use of the cross-selling module, you need to evaluate customers using CLV and RFM analysis.

Cartographic service

Cartographic service

Cartographic service - a convenient tool for visualizing information and analytical data, which allows:

  • Forming temperature reports on the density of transactions, product penitration, competitive columns on the map

  • Display the position on the map at the customer's address

  • Schedule meetings on the map

  • Form cards of objects, offices, sales outlets, service points, ATMs, warehouses, service centers (on the map of the country)

  • Form claim cards

 

Reporting on sales and quality of service

Reporting on sales and quality of service

Consolidated information on sales results and quality of service, submitted in a form convenient for analysis. The system provides the ability to customize each report individually using a flexible designer.