Financial Services

A well designed and implemented CRM solution places the customer at the focal point of the organization in order to cater and satisfy their needs and therefore maximize the profits of the organization. Fidelitex’s CRM consulting expertise can help financial institutions understand the needs of their customers by integrating it with people, technology, resources and business processes. By leveraging on the existing data available in the organization, insights are derived to outline actions required to further improve the relationship with customers.

Knowing the deeper details about how your clients interact with all aspects of the business provide insights into how staff should be optimally trained. This creates an opportunity for effective skills distribution and ultimately contributes to better overall performance. The byproducts of CRM for financial institutions are improved customer acquisition, retention and profitability. Financial institutions that have not implemented an effective CRM program will undoubtedly find themselves with lesser profitability coupled with a sharp decline in the number of customers.

Today’s world of hyper-competition requires a level of service never before experienced. Customer demands are consistently increasing, while the need to create a personalized experience on a mass scale is required in order to drive greater acquisition, retention, and up-sell.  Financial performance is clearly tied to customer satisfaction, and an effective CRM implementation will fulfill that requirement. At Fidelitex, we’re not just focused on solution delivery, but we also put in a tremendous amount of focus to ensure that your program is designed with the right upfront strategy.

A well implemented CRM solution carefully integrates people, processes and technology. The result of this integration typically provides the financial institution with a holistic view of all transactions matched against the respective customer details as well and stores it in a single data warehouse where it can be studied and extrapolated in the future if necessary. Fidelitex also provides complex predictive analytical solution consulting to help customers harness and leverage these insights with much richer clarity.