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With increased consolidation in the
financial services industry, large institutions
continue to get larger while small to midsize banks require
new and innovative
strategies to remain competitive, create growth
opportunities, and contribute to the bottom line.
Financial services firms are looking for ways to gather
insight into customer needs and preferences
to help them offer more relevant, personalized products and
services to customers.
CRM addresses many critical facets of managing a customer
relationship, and it enables workers to deliver a
high-touch experience based on personal and contextual
knowledge of the customer. The value proposition
increases for financial service companies that want to
compete based on relationships and their ability to deliver
high-quality,
personalized sales and service to every customer. Institutional Memory - the shared information from different
sources is readily available
thus reduces the risk arising of loosing business with
client for lack of information. Business Interaction – involves Interactions, Follow ups,
Previous History, Task creations
Distribution Activities - Up sale / Cross sale of
products/services Business Promotion - Plan ahead of time and within the
budget. Regulatory Action – Timely updating of action taken against
individuals/ firms / Group of firms
helps in taking corrective measures and de-risking of
business.
Communication Groups – Periodic / Scheduled - Information
related to Research reports, IPO news,
recommendations and offerings to different Groups by means
of SMS, e-mail, Fax, Bulk Posting Events – Alerts are now generated on specific Business
events of
Client or Personal events Contact person there by enhancing
personalized relation.
Task based Approach
Newly introduced Task based approach increases transparency,
accountability and delegation
of authority in meeting the deadlines and desired
objectives.
Automated alerts to the user and their superiors for any
pending service / commitment with
the client is prompted till it is resolved
Task re-allocation / De-allocation is now possible in the
event of Leave Plan, Tour Plan
of an employee or Contact Person is on Leave.
Value Added Services
Dash Board – User specific alters for Time bound actions,
events, Leaves, Tour Plans, circulations
Holiday - applicable to Branches of SPA, Banks, Exchanges,
Custodians, DP's in India
Leave and Tour Plans – Plan, Intimation and approval
Content Development – Intra organizational information and
knowledge sharing.
Updating of Manuals – HR Manuals, Policy Guidelines, User
and Operational Manuals within the organization
Resources Management |
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One
stop solution offering wide range of financial products to
retail investors.
Services are extended through the network of Investors
Corners spread over different cities.
The products basket comprises of Mutual Funds, Insurance
(Life and Non Life),
Government Securities, Company Fixed Deposits, Postal Saving
Schemes etc.
Financial Advisory, Tax Planning, Portfolio Management
Services
Back Office operation includes Client Registration and
Portfolio management,
selling , Repurchase, Transfer of schemes, Brokerage and
many more. |
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