Advantages
Management Information System (CRM-MIS)
Microsoft CRM Banking Solution enriches the initial data dictionary of Microsoft CRM, with more than 400 new fields and aggregates necessary to manage the relationship between the Bank and its customers.
In order to feed and to restore to the CRM the banking information development associated to the customer, our solution integrates a CRM-MIS data base.
The data which feed our structure is automatically extracted from the Bank’s information systems, i.e banking software packages, such as Olympic, Globus, or Apsys and other MIS and datawharehouses.
Extract transform and loading (ETL)
Microsoft has an ETL whose objective is the extraction, the formatting and the aggregation of the data necessary to the delivery of dashboards and loading of the CRM.
The data processing speed depends on the daily, monthly or yearly capacity of the Bank to provide the information required.
Each extractor has a history log file to control the right course of the process. In the event of operating problems, the Bank’s computer service is automatically informed of the nature of the incident by electronic mail.
CRM main banking entities
Microsoft CRM Banking Solution has a multi structure data model (group, bank, branch, subsidiary) allowing to visualize through contact (customer) all the information provided by its banking relations.
In order to build marketing campaigns on selected criteria (such as the selection of customers according to their investments), our CRM integrates the bank’s products into our customers’ portfolios.
In order to ensure the legal monitoring of the documents drawn up between the Bank and its customers, our solution includes a module for the follow-up of documents, which is linked to the Bank’s Document Management system.
Flexibility
Microsoft CRM Banking Solution is designed to adapt to your specific needs, both through its interface and its operating mode.
Configuration tools enable you to personalize the application without having to use the management tools of the database. You can thus modify the fields, tables and screens without particular development skills.
Moreover, Microsoft CRM Banking Solution allows you to reproduce accurately the organizational structure, to create models for the bank’s processes, and to rationalize certain tasks.
User friendly
The user interface of Microsoft CRM Banking Solution falls naturally within Microsoft Office and Outlook®, by providing a friendly and intuitive work environment which facilitates acceptance of the tool by the users and increases their effectiveness with the daily workload.
Microsoft CRM Banking Solution is also available trough Internet Explorer.
The Office applications like WinWord and Excel are interfaced directly with the CRM. It is also possible to use a customer Windows Mobile to manage data.
Security
Security and confidentiality are the absolute priority of a banking CRM.
Indeed, it is vital to protect the personal data integrity of your customers and the economic information of your company. Microsoft CRM Banking Solution has the functionalities that you need to secure your data.
The safety model set up by the solution makes it possible to manage the information and the functionalities of the application according to the profiles and rights of access' of the Bank’s users.
Computer Telephony Integration (CTI)
Based on the control of interaction processes between the Bank and its Customers, Microsoft CRM Banking Solution has an interface between the telephone exchange and the CRM.
This application is able, during an incoming or outgoing call, to create new recordings associated with the number, such as a contact, a lead or an account.
