The branch solution developed on Microsoft Dynamics CRM platform for progressive techniques and banking institutions control technologies. Designed to automate management functions, such as: management of corporate business management of retail business development, the development of a regional network management, credit management, management of problem assets, contact center management and marketing, advertising and others.
Vladimir Moskalenko
Deputy Director of the Department of Retail Business of Oschadbank JSC
The convenience of integrated with CRM retail services, not only increases sales, but also contributes to the development of customer loyalty, competitiveness and attractiveness of our offer on the market
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Gaukhar Beisimbayeva
Managing Director of ForteBank
The implementation of the solution ensured a reduction in the time required to perform customer service operations and provided freedom for business in the context of changing processes during the operation of the system." In addition, we saw the potential for the development of the system for automating the processes of corporate business
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Bank product sales management
Automation of processes of interaction with clients of the Bank, including tools for the manager and the sales team
Service tools for of the Bank's front office
Operational interface for customer service in a single window
Analytical CRM
Marketing and product promotion management
Tools for planning and analyzing marketing activities, marketing lists for the selection of customers and provides an opportunity to assess customer satisfaction after the sale is completed
Opportunities for Retail and Corporate Banking
Tools and solutions for providing high-quality customer service, automating processes and procedures in accordance with the Bank's regulations and policies in the field of sales and services
Credit management in CRM
Module Collection
Contact center of the Bank
