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HCL Technologies


Fierce competition for customers, building deeper customer relationships, and efficiently managing sales and marketing activities are just some of the key issues facing the retail banking industry. FinEdge is designed to give you a competitive advantage in the market and help overcome today’s challenges.

Leveraging our financial industry expertise from delivering transforming solutions to over 100 financial organizations across the globe, HCL Enterprise Application Services has built a new breed of CRM for the retail banking industry called FinEdge. FinEdge, based on Microsoft Dynamics CRM, is the culmination of over two years of development and real-world input from financial services organizations. FinEdge is the most comprehensive CRM solution for the retail banking industry that ties together sales, marketing, and customer service functions to help you deliver a superior experience for your customers and drive business growth.

FinEdge is built to address key retail banking challenges including:

Revenue Growth

  • Sustaining growth in saturated financial markets
  • Identifying customer product eligibility based on risk ratings, demographics, and segmentation
  • Ability to intelligently cross-sell and up-sell product offerings

Customer and Internal Communication

  • Delivering real-time status updates to customers during the application process, payments due, or customer service inquiries
  • Alerting bank personnel to customer events such as investments maturing, loans due, or simply touching base
  • Internal broadcasting of product updates/ changes, new policies, or promotional info

Customer Knowledge, Service & Loyalty

  • Obtaining a unified view of the customer to better understand their total value
  • Ability to analyze customer responses to offers, product usage, and profitability
  • Tightening credit guidelines impact product eligibility
  • Providing banking personnel with detailed customer information to better handle requests and issues

Lower Operating Costs

  • Lowering operating costs by streamlining paperwork
  • Automating applications for loans or account openings by using data available in CRM system

To know more FinEdge Solution: Key Benefits to Your Business

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We will treat any information you submit with us as confidential. Please read our privacy statement for additional information.