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HCL Technologies


Next-Gen CRM Solutions for Financial Services

Why Financial Services need to Evolve Customer Experience

Managing and defining customer experience consistently across different channels is becoming the next differentiator for all sectors. Financial services have been largely reliant on the traditional systems for conducting customer operations in person or online. While modernization of legacy systems has been addressed by all major players in the industry , they are yet to be early adopters in defining customer relationship management.

However with the advent of social media and mobility solutions, it is important that organizations utilize these channels to both serve customers as well as know them. This is possible only by implementation of Next-Gen CRM solutions to monitor both customer sentiment and use this real time information to make business decisions.

How FinEdge is helping in achieving Service Excellence

Providing good customer service isn’t as easy as it used to be. A customer Today expects much, much more. They want to communicate through whatever channel is most convenient to them and they want answers fast.

To cement loyalty and advocacy you need functionality that can help financial services companies achieve objectives that improve customer experience management and enhance service quality. The four success stories help you understand how HCL is helping Financial services organizations.



Why should you consider FinEdge

FinEdge is a pre-configured solution that enables banks to have

  • 360 degree view of their customer
  • Track all customer interactions across different channels
  • Rapid Deployment with Financial services specific process flows, data points, functionalities, reports & dashboards

FinEdge built on Microsoft Dynamics CRM 2015, SharePoint and Power BI is a CRM solution for Banking that ties together sales, marketing, customer service, and advisory functions to help Banks deliver a superior experience to their customers.

The solution has multiple modules which cater to Retail Banking, Wealth Advisory, Corporate Banking and Insurance business needs .

FinEdge provides a superior user experience, supports multi-channel and offers flexibility with customization. It is an easy to deploy solution which offers both cloud & on-premise deployment choices, all at a low total cost of ownership.As a result, new functionality can be added in days and weeks, rather than months and years, increasing business agility.

Financial services organizations

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