CRM for financial services industry | QR Solutions

CRM for financial services industry, designed to streamline customer management, access client information, and generate targeted marketing campaigns.

1. CRM FOR FINANCIAL
SERVICES
www.qrsolutions.in

2. INTRODUCTION
An innovative finance CRM solution has been designed for finance
industries and banking sectors to keep customers and employees in the
same boat. CRM for Finance helps streamline the customer-facing
process and other internal processes.

3. FEATURES OF FINANCE CRM
360-DEGREE VIEW OF BANKING
Helping finance institutions to have up-to-date and accurate data about clients, loans, credit
scores, customer incomes, debts, and more.
CONTACT MANAGEMENT
Finance CRM comes with a searchable database that stores customers contact lists and some
necessary documents like sales proposals, contracts, and more.

4. LEAD MANAGEMENT
Leads need to be routed to the right sales reps, sales head, and then managed and
tracked correctly. CRM for the finance industry helps to track and manage leads
effectively.
REPORTS AND ANALYTICS
Finance CRM analytics allow banking sectors to create reports and generate important
analytics. These two tools help financial institutes evaluate productivity and
performance.

5. WORKFLOW AUTOMATION
Finance CRM solution standardizes the processes of business. It builds workflows
to provide remainders and automated alerts, in which operational efficiency will
be improved.
INTEGRATION CAPABILITIES
. Allow the banking systems to sync data across different marketing channels,
platforms, and customers

6. THANK
YOU
www.qrsolutions.in