Fincale from Infosys

Banking Customer Relationship

Management Solution
Why?
 A strategic shift from account-centricity to
customer-centricity.
 Help streamline operations, cut costs and
serve customers better.
 Improve customer experience across
channels
 Scalability needs of growing banks
 Automation of Business Processes
Key Features/Modules
 Architecture
 Interfaces
 Enterprise Customer Information File (CIF)
 360° View – Customer Dashboard
 Sales Module
 Loan Origination Module
 Service Module
 Call Centre Module
 Marketing Module
Additional Features
 Knowledge Base Management
 Interaction Management
 Workflow Management
 Standard Sign-On
 Standards Based Architecture
 Multilingual Deployment of CRM
 Analytics and Reports
 Enterprise Alerts
The Functional Architecture
 Benefits
 Enhanced Decision-Making Process.
 Improved Effectiveness of Marketing
Programs.
 Aggressive Customer Acquisition
 Improved Cross-Sell Framework
 Improved Customer Service.
 Improved Operational Efficiencies and
Collaboration.
 Lower Total Cost of Ownership (TCO)
 A Comprehensive, End-to-End Solution.
Key Decision Facilitators
 Marketing Campaigns Effectiveness &
Efficiency
 Prospects Identification & Conversion
 Sales Force (Internal/External) performance
 Average Customer Lifetime Value
 Customer Satisfaction Levels
 Efficiency of Various Interaction Channels
 Assets (Credit) Health of Bank
 Analysis of Strategic Business Units
Snapshots