CRM Analytics for Financial Services

CRM Reporting and Analytics Services

The need for accurate and streamlined Customer Relationship Management (CRM) data has grown over the last few years, with CRM analytics driving business decisions, marketing campaigns, cost allocations, better client relationship management, and being used as the main source for regulatory driven reporting requirements. However, most of our clients face challenges in using their CRM data to its optimum due to duplicated data, data gaps, and inaccuracies. The solutions that Acuity brings to you under CRM Reporting and Analytics address these pain points, and will help optimize the use of CRM data. Our hybrid solution, which brings you the business intelligence and the tech expertise within one team, will result in expedited streamlining of data with the use of automations, more client interaction time for your analysts by freeing them up from admin work, accuracy in regulatory driven reporting, better management decisions, and 40-50% cost savings.

Who we serve

CRM Reporting and Analytics - Support We offer

CRM data cleansing and migration

Liaising with users to obtain their contact/lead data for initiation of the CRM analytics process
Bulk cleansing (using SQL/Python) to remove duplicates, bridge gaps, correct inconsistencies and streamline the overall quality of CRM data
Coordinating with vendors and client teams for bulk uploads/migration of unique data onto the client CRM platform (SalesForce | Microsoft Dynamics | BlueCurve | Vantage | IPREO)

CRM administration and maintenance

Serving as the central point of contact for research/sales analysts in all CRM reporting and analytics - related activities
Liaising with users in account and contact creations, research profiling, entitlements, client activity log-ins, etc.
Ensuring clean, consistent data on the CRM platform at all times

CRM Data Analytics

Generating MiFID II-driven reporting, as well as operational MIS required for decision-making, costing, KPI indicators, user reviews, etc., based on data sourced from the CRM platform for a robust Customer Relationship Management Analytics
Analysing broker votes
Automating and visualising data through .NET and Python

How we are different

PROCESS OPTIMISATION

Hybrid skills (with teHybrid skills (with tech and business knowledge) within one CRM Analytics team, leading to 40-50% cost savings to the client

RESEARCH PEDIGREE

Over 15 years of experience in providing CRM reporting and analytics solutions to top industry names

NEARSHORE CAPABILITIES

Staggered team set-up for cost effectiveness

STRONGER SERVICE QUALITY LEVELS

Customised solutions based on data quality and reporting requirements

SCALABILITY

Experience in cleansing large databases (containing more than 1 million data) within 3-4 months

Tailored data and technology solutions for Investment Banks

Explore the art of possible in optimizing processes across the deal lifecycle. Automate repetitive and redundant task freeing up more client-facing time for your bankers.

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