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Infor Financial Services CRM

Infor Financial Services CRM
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Solutions for raising retention rates and increasing profitability

Mergers and acquisitions have transformed the financial services sector as growth-minded retail banks seek new efficiencies, new capabilities, and new customers. Today, the real challenge and opportunity lie in organic growth—maximizing the value of existing relationships. Financial services organizations are now concentrating on increasing products per household, share of wallet, and retention of their existing customers.

Infor CRM for Financial Services helps financial services organizations achieve organic growth, decrease the cost of service, and improve operational efficiencies. It enables intelligent, event-driven customer interactions over all inbound and outbound customer touch points and all self-service systems such as web, automated teller machines (ATMs), interactive voice response (IVR), and mobile devices.

Infor’s customer relationship management solutions for financial services help you:

  • Increase customer retention

  • Expand products per household

  • Provide outstanding customer service

  • Create an adaptable technology infrastructure

Infor’s CRM solution helps financial services companies optimize customer interactions across all touch points through comprehensive capabilities for inbound and outbound marketing, multi-channel sales and service, and the integration of sophisticated front-office solutions with core banking and operational systems. Components include:

Marketing—inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles that can be analyzed to identify high-impact offers at the time of interaction.

Sales—sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction.

Service—personalized contact center capabilities that give customer service representatives a unified view of customers across all existing systems and empower them to shorten call times and resolve issues on the first call. Sophisticated, real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities.