Finance
The Finance industry has been at the forefront of the CRM industry in recent years, customer expectation is such that companies in this sector (whether corporates or SME’s) must proactively manage their customers needs and wants. How does the finance industry move forward?
Organisations are moving from product centricity to customer centricity, multiple touch-points have enhanced the customer experience at the same time as complicating the incoming lead process. Constant changes in consumer habits have also demanded the finance industry to become more flexible. More surprisingly though is the opportunity that has arisen for small niche players to take on large institutions through skilful use of CRM technology.
If the finance industry is to benefit from improved conversion rates, CRM and cross-selling opportunities it will have to look at managing its business processes (BPM) using technology. However, it still faces its own unique issues and challenges and requires a flexible solution.
“Following a sharp increase in the number of Individual Voluntary Arrangements (IVAs) in the UK, four blue-chip clients will use Sawfish’s dedicated business software to improve their management of debt control and client transactions.”
- London Scottish Bank
- Grant Thornton
- Haines Watts
- Vantis PLC
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