As business focus shifts away from a product driven approach towards understanding the customer, and increasing their value the pressure to implement a Marketing and Customer Relationship Management (CRM) solution across multiple channels has become enormous. The challenge in the finance sector it's even higher with the need to provide a highly distinctive client relationship process that smoothly encapsulates the various marketing and sales cycle activities needed for each type of product and offering.

A solution designed for the finance sector needs to:
	Efficiently manage marketing, advice, sales and support services with and integrated CRM approach
	Produce customer and product intelligence and disseminate it to all people and systems that need to interact with clients
	Improve front office effectiveness with the support of analytical information about client behaviours, profitability and potential value
	Synchronise analytical and operational CRM activities with a closed loop approach
	Increase marketing effectiveness, via personalised multi-channel campaign management
	Automate and personalise service and support for each type of customer segment and business channel
	Optimise the value chain to reduce costs in client acquisition, retention and servicing

Finantix CRM provides a complete set of components delivering functionality for effective planning, building, and maintaining customer relationships in the finance and insurance business.

It allows the financial institutions to:
	Manage all phases of the relationship life cycle: engage, transact, fulfil and service
	Transform client knowledge into actionable information and effective decision support
	Support and coordinate all relevant business channels throughout the process - relationship manager, branch employee, agents, call centre, independent advisor
	Monitor, track and act on every customer interaction across all touch points
	Offer differentiated sales approaches according to current and potential client value and needs
	Increase offer transparency, risk awareness and process visibility during the sales process according to regulatory rules and bank's guidelines
	Synchronise with marketing services and applications such as campaign management, product cross selling tools and data warehouses
	Tie together applications, information and services in an integrated desktop
	Acquire and store client information at every interaction and provide access to the same information to all channels

Finantix CRM offers a flexible component-based approach where the following functions and components can be picked and quickly activated according to type of business and delivery channel priority of the bank (e.g. retail banking with focus on the branch, private banking with a strong advisors network, a wholesale bank with a telephone banking strategy, etc.):
	Client and prospect profiling
	Integrated single client view
	Account aggregation
	Lead management
	Contacts and interaction tracking
	Activities and to-do's management
	Calendaring and scheduling
	Opportunity management
	Product sales proposals
	Sales force automation
	Claim and client support management
	Sales and client list analysis dashboard
	Management reporting
	Multi-channel contact history
	Integration with mail, fax and sms systems
	Campaign activities management
	New client and product enrollment management

Finantix CRM offers the following business benefits to Financial Institutions:
	Gain a truly holistic single client view across the enterprise
	Master customer interaction across all channels
	Enhance sales accuracy and advice capability
	Improve number of clients manageable by a single relationship manager
	Put product recommendations and cross sell opportunities in action
	Improve client support processes and services escalation
	Contextualise client management services with fulfilment activities
	Improve relationship manager's productivity
	Effectively manage the sales organisation
	Unify seamlessly, integrated, multi-channel structures
	Cut costs related to repetitive and low-added value activities