Microsoft Hosted National Webinar On CRM Banking Software Solution with Local …
Vancouver, Canada, February 06, 2010 --(PR.com)-- KnowledgeTech's CRM for Credit Unions and Financial Services Solution provides a member and customer relationship management (CRM) solution tailored to the needs of credit unions and financial services organizations.
KnowledgeTech Consulting works to solve the needs of Credit Unions and Financial Services organizations throughout Canada. the company specializes in building, integrating and supporting customer relationship management solutions for wealth management, insurance, and core banking.
Customers enjoy the following benefits from using the CRM banking software solution:
A fully integrated solution using Microsoft Dynamics CRMA solution that can be simply configured and extended to suit the changing needs of each individual customerEliminate multiple standalone systems, silos of Outlook contact information, that require human or paper processes to achieve cross-organizational process integrationA solution that efficiently and accurately collects, manages and guides employees in their respective rolesA system that has inherent privacy and security controls and ensures that access to and disclosure of information is explicitly controlled and not up to an individual’s discretion.
As the Financial Services industry continues to grow more competitive, it’s more important than ever for organizations to better understand their customers, and more significantly, to meet their needs. the aim is to build stronger more enduring relationships, through better business intelligence of members and customers preferences, likes and dislikes; to better manage the interactions with customers, to be able to anticipate their needs, fears and opportunities. This 360° view of the customer, through segmentation, can help drive marketing initiatives, and build proactive customer relationship management (CRM) resulting in a superior customer experience.
KnowledgeTech’s MS CRM banking software solution provides to organizations:
Centralized and consistent source for member & customer contact detailsActivity & Contact ManagementManagement control of member & customer contacts detailsReporting (business intelligence) on employee and member activitySupports Regulations & ComplianceAble to track ‘soft data’ across all member & client interactions, enabling the organization to positively impact the client experience, satisfaction and relationship.Results in Establishing Trust – building sustainable relationships
You can view a recording of the National Webinar hosted by Microsoft on the web atmsevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032434018&Culture=en-CA
