CRM for Banks and Credit Unions

The Bank and Credit Union Management Solution allows banks to better understand their customers and strengthen the customer relationship. The solution is based on the Microsoft Dynamics CRM platform and is tailored for retail banks, commercial banks, investment banks, credit unions and private bankers. The solution provides banks with to get a 360 degree relationship view of customers including checking/ savings accounts, transaction information, individual preferences and helps bankers strengthen the relationships with their customer base. Bank and Credit Union Management provides functionality that will help financial institutions manage customer transaction data and turn into useful marketing analytics and create help them develop broad programs that will make customers feel more connected, and enthusiastic and dedicated to their solutions and services.

• Create New Bank Accounts or search for an existing customer or bank account
• View all transactions related to the bank account or customer
• View Balances – automatically updated based on transactions done online, through the ATM, branch teller or by a customer service agent

Bank account master with real-time bank balance and other transaction information

• Native multi-currency support to transact with accounts in different currencies

Multi-currency bank accounts

• Record Bank Transactions including Branch and ATM Transactions including – Account Opening, Deposits, Withdrawals, Account Closures
• Record and Update Signature Type – Joint, Single, Any/ Either
• Add, Delete Account Holders to a Bank Account. Record all history of past owners with active/inactive status

Ability to view and manage account owners for a bank account

• Record Electronic Signatures on a customer record for verification. Signatures can be scanned in from a paper copy or automatically captured on an electronic signature pad.

Attach signatures recorded on an electronic signature pad to the customer for bank representatives to view

• Automatically classify customers into different preferred customer tiers based on bank balance and transaction history.
• Automatically Recommend Financial Products based on past history and balances.
• Organize various types of campaigns including mail, email, phone and event campaigns.
• Run Tailored Marketing Campaigns for Customers. Track Responses of a campaign.

Marketing campaigns for bank customers with ability to track success of each campaign

• Track average transaction size by customer segment
• Track profitability of each customer
• Advanced customer profile – contact preferences, product preferences for tailored marketing activities

• Accept Incoming cases via phone, fax, email and chat
• Automatic Assignment of Cases to Queues or Customer Service Representatives (CSRs)
• Automatic template-based responders for case acknowledgements, case resolution
• Knowledge base to help with improving first contact resolutions (FCR) and reducing Turn-around time
• System assigned target close date. Tracking of expected close date to actual close dates
• Automatic escalation of cases if beyond expected close date

Customer service cases have target dates automatically predicted. Ability to track actual Vs. Target completion date

Customer web-based self-service portal that allows customers to

• Check account balances on the web
• View and Update Account Profile information
• Make Transfers within Accounts in the Financial institution
• View Account Statements
• Request for Customer Service – create online service ticket

Self-service portal for customers to view transaction history and originate transactions

Out of the box integration capability available for

• Treasury Management Systems
• ATM Network
• Credit Card and Payment Gateways
• Loan Management Systems
• Banking website
• Web Portals for self-service
• Phone System for Customer Service Agents
• Chat Interface

Unified customer service agent interface for representatives to view customer information and call and chat from one application

For more information please email us at bank@ignify.com or call us at (866) IGNIFY5.