Banks

An extremely important component of working with clients is an organized base of contacts. Thanks to the CRM system, you will be able to collect and store client data in one place, namely: contact information, history of interaction with the bank, information about opening and closing accounts, processing loans, deposit accounts, or purchasing banking products. The most important is that the bank's clients can be calm about the preservation and protection of data provided, because Uspacy complies with the general regulations of the GDPR, the strictest European legislation.

The client base also helps managers to instantly respond to incoming requests, find the necessary information about a specific client, provide support and offer profitable offers.

Viewing banking products, the client will have time to decide what exactly he/she needs, and only then send a request and contact the manager for detailed information and discuss all the "pros" and "cons" without being in a hurry.

Thanks to the integration, you can synchronize the CRM system with your website. Update it on time, track client behavior and see what services they are interested in. Clients, in turn, will easily find information on how to open an account, what is required to issue a loan, what types of lending exist, what are the interest rates and terms of debt repayment.

The database of banking services will help bank managers to monitor the popularity of products and evaluate the effectiveness of service promotion and adjust sales strategies.

To ensure a high level of sales, banks need not only to maintain communication with current clients and build long-term relationships with them. Attracting new clients is extremely important.

The CRM system helps to collect and analyze information about all leads in a single system and to segment contacts by dividing them according to various criteria: individual entities, legal entities or corporate clients.

Set access levels for managers so that they can view only the clients assigned to them or all of them without any restrictions. Control all stages of interaction of managers with prospective and current clients. Analyze why they fail to close deals and achieve better conversion rates.

A large staff of bank employees also requires constant monitoring of their work. How else to organize the daily processes, ensure a high level of sales and client service? Uspasy helps unite the team in a single space, because within one window you get chats for communication, modern tools for collaboration, the ability to schedule activities and meetings, assign tasks, save documents and exchange them just from your mobile phone.

The system also allows you to generate reports, which helps to analyze the efficiency of an individual employee and allows you to identify factors that affect the productivity of the entire team.

Chats play a significant role in establishing communication in the team. They can be used to get additional information about the client, clarify the details of the operation, quickly exchange information or consult with a colleague who is more competent in certain issues.

Creating group chats allows bank employees to work on joint tasks. In such a way members can share ideas, make decisions and send files to each other instantly. The use of chats helps to improve interaction and ensures high quality of work.

Tasks help bank employees to organize their work and keep control over the set goals. It can be plans for opening new accounts or selling insurance policies.

Employees who are responsible for client service can get a task to improve and develop relationships with them. For example, requesting feedback after a service has been provided or providing detailed recommendations on using banking services. This helps to strengthen the relationship with clients and increase their loyalty.

Also, bank employees can assign each other the task of researching the market or monitoring competitors. Such actions will be especially helpful during the development of new banking products.

The contact center is one of the most important departments of the bank. Its employees maintain direct contact with clients and provide solutions to problematic situations with which they are approached. In addition, thanks to the open API, the CRM system of the online service can be integrated with any communication channel. This allows you to process more requests and maintain communication with clients in the most convenient way for them.

Use social networks, messengers, email or SMS. Connect telephony to analyze the phone conversations of managers with clients and understand how much time they spend, how quickly they process incoming calls and how engaged they are to really help and provide quality service.

Using a CRM system makes it possible to offer clients personalized solutions and profitable offers based on their personal information, preferences, history of interaction with the bank and other parameters. The system allows you to segment the audience. This helps to come up with and launch more effective marketing activities aimed at a specific group of prospective clients. For example, a profitable housing loan offer for newly married couples.

Also, your bank's marketing department can track which advertising campaigns lead to the highest conversion rate and which ones don't work at all. This helps them in optimizing their marketing strategies.