Looking for Help Making Your Bank Function More Efficiently While Also Driving Growth?
It All Starts with CRM.
A CRM platform can cure many ills but finding the right one for your bank can be tricky. We aim to make it a whole lot easier – ahead, we’ll show you how.
These are some of the biggest challenges we hear from CEOs like you when it comes to their existing systems and adding new software to their stack:
- I want to grow without growing headcount and continue to be more efficient.
- I want to increase our ability to stay in front of members while also living to our vision.
- I want the ability to access clean reporting to manage branches, functions, regions, and to make better decisions so we run more smoothly.
- I also need to present data to the executive board so that decisions can be made.
- I want to reduce the cost of training expenses as well as our technology stack as much as possible to amplify organization growth.
- Additionally, if we do have to add to the tech stack, I don’t want to have to add additional personnel to manage it.
- We have to be able to track our growth.
Having a CRM system can solve for many of these concerns. But there’s a lot of info out there about what a CRM is supposed to be and what it’s not supposed to be, so let’s get down to brass tacks.
Customer Relationship Management (CRM) platforms help manage customer data. Think of a CRM as the brain that orchestrates all functions of your business to run more smoothly while simultaneously improving relationships with your customers. Ideally, CRMs also shouldn’t just support your organization. They should also improve employees’ experience working there.
But here’s the thing… Not all CRMs are created equally. We’re the CRM built specifically for banks by banks.
Promise we’re not all serious all the time. Watch our In the Wild explainer video for a cheeky look at what we do.
Our brand promise is to help you simplify work, drive growth, and deliver on experience. But what does that actually mean? So glad you asked…
Thanks to complete integration of core and all other systems, we help you eliminate screen-hopping, automate tasks, auto-populate forms, organize and clean data, and visually design workflows with drag-and-drop ease.
Take a second and think about how long it takes your employees to complete most tasks… And then consider this: with all member information all in one place with CRMNEXT, opening an account takes less than 10 minutes, building a dashboard takes less than two, and issuing a credit card or creating a lead takes 30 seconds flat. Don’t believe us? Check this video out.
Data isn’t worth much if it’s not truly actionable. Uniting member data all in one hub with CRMNEXT gives your organization an holistic view of its data, making it more actionable from day 1. As CEO, you can easily view how every product is performing, making it a whole lot easier to figure out where to invest next. What’s more, insights from our platform are exportable, seamlessly delivering reporting metrics when you need them. And that? That’s planting the seed for real growth.
Deliver On Experience:
With our Member 360° view, all member data is in one place. This means that you get superior insights that are unique to each role i.e. product holdings, wallet share, interactions, lifestyle info to personalize each member’s experience and so much more.
Having all this info in one place also simplifies and clarifies member profiles, empowering your employees and ensuring their success without all the screen-hopping and rekeying. Because who enjoys that?!?
Curious how our brand promise works in practice? We’ve got examples galore, but let’s start with just one. Check out this infographic to see what better lead management can do for you, and why CRMNEXT’s platform offers the very best lead management solution out there.
So, we’ve already established that the right CRM is one that is built to solve the pain points of yesterday, freeing up tomorrow so your team can get the actual work done.
The right CRM should have a single source of truth—a hub where communication across teams is transparent and easily accessible, automated, and with optimized workflows—ensuring your teams can focus on their own to-do lists, and a system that integrates seamlessly with the existing core, making onboarding a breeze.
On top of that, it should give you the ability to manage more with fewer people – with the ultimate hope that a CRM provider becomes an extension of your organization.
Lucky for you, CRMNEXT has all this… and then some.
Ready to have your life changed?
We know, we know, you’re ready to have your life changed. Otherwise, you wouldn’t have proceeded 🙂
But! We wanted to take a brief moment to give you the opportunity to schedule a meeting with us to discuss everything you’ve seen thus far in more detail. Ready? Click the button below to get the ball rolling on setting up a call with us.
Not ready yet? No worries, we’ll check back in with you in a bit.