CRM solution for commercial banking. (CRM News).Pivotal Corporation has announced the general availability of a CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. solution for commercial banking. Built on a three-tier (architecture) three-tier - A client-server architecture in which the user interface, functional process logic ("business rules") and data storage and access are developed and maintained as independent modules, most often on separate platforms. , meta-data driven arehitecture, the solution features out-of-the-box commercial banking functionality, an adaptable a·dapt·a·ble adj. Capable of adapting or of being adapted. a·dapt  a·bil data model, together with customisation
tools. The company have worked with customers to build a commercial
banking product, that delivers the sales, marketing and service
capabilities unique to this segment.
The solution features a smart desktop, one-click access to critical information, and pre-configured workflow The automatic routing of documents to the users responsible for working on them. Workflow is concerned with providing the information required to support each step of the business cycle. and business rules. It integrates with existing legacy banking systems providing users with a complete view of customer information and transaction history. Highlights include: * A flexible relationship model that allows bankers to track all the different types of relationships that can exist within a financial institution and between customers. * Customer profiling tools that enable bankers to build a comprehensive customer view with detailed information on preferences, share of wallet Share of Wallet (SOW) is a survey method used in performance management that helps managers understand the amount of business a company gets from specific customers. , credit history, profitability ratings, financial account portfolios, assets, and products and accounts held with competing institutions. * Action plans are automatically created to fit to each customer's financial situation or business life stage, providing bankers with the steps and processes to proactively identify opportunities, up-sell and cross-sell,.and maximise lifetime value by increasing revenue per customer. Activities generated by action plans are syncbronised with Outlook and Lotus Notes Messaging and groupware software from IBM Lotus that was introduced in 1989 for OS/2 and later expanded to Windows, Mac, Unix, NetWare, AS/400 and S/390. Notes provides e-mail, document sharing, workflow, group discussions and calendaring and scheduling. . * Flexible product building capabilities allow product managers to create new financial products with features such as variable interest rates, service fees, and payment terms. Products can be modified to meet the needs of each customer. * Team call planning functionality provides a quick, graphical way of planning calls to customers, such as investment reviews. Activities for other team members on a customer account can be easily designated in the plan and automatically scheduled to ensure that customers receive personalised Adj. 1. personalised - made for or directed or adjusted to a particular individual; "personalized luggage"; "personalized advice" individualised, individualized, personalized , consistent service. www.pivotal.com |
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