CRM Support to Financial Institutions

CRM Data Management, Maintenance and Analytics Support

Demand for precise and streamlined CRM data has surged in recent years, with CRM systems evolving to incorporate advanced technologies and customer-centric features. A CRM system provides a centralised platform for managing all customer interactions, helping financial service providers improve customer service. User-friendly interfaces are being developed to simplify CRM use, and integration with other business tools and systems streamlines operations. AI integration is revolutionising CRM by automating tasks, predicting customer behaviour and enabling personalised interactions. Mobile accessibility is also crucial for on-the-go management, while maintaining data security. These trends are making CRM more dynamic, efficient, and focused on delivering exceptional customer experiences.

Institutions often struggle to fully leverage their CRM system due to issues such as data duplication, gaps and inaccuracies. CRM Data Management and Analytics solutions effectively address these challenges, optimising CRM use effectively. Our hybrid solution combines CRM, Business Intelligence and Tech expertise within one team, accelerating data streamlining through automation. This enhances our clients’ sales and marketing efforts and decision-making with accurate, professional reports and insights. It also frees up onshore teams to interact more with clients instead of managing administrative tasks, leading to 40-50% cost savings.

Who we serve

CRM Data Management, Maintenance and Analytics – Support We Offer

CRM Data Management

Screening and adding new contacts to existing systems using a number of data sources
Standardising data, removing duplicates and enriching data
Account and contact mapping, and updating meeting notes and progress on deals on CRM
Facilitating a proactive review process for continued improvement of data governance

CRM Migration

Assisting in migrating data to new CRM use and setting up objects, fields and relationships
Bulk cleansing (using advanced tools such as SQL and Python) to remove duplicates, bridge gaps, correct inconsistencies and streamline the overall quality of CRM data
Coordinating with vendors (DealCloud, SalesForce, Zoho, Microsoft Dynamics 365, BlueCurve, Vantage, IPREO) and client teams for migrating unique data to the new CRM platform

CRM Maintenance

Liaising with users on creating contacts, mapping, research profiling, entitlements, client activity logs, deal status, etc.
Ensuring clean, consistent data on the CRM platform
Coordinating with onshore teams to add new accounts and contacts
Frequently updating contacts and information
Streamlining CRM data and acting as the central contact for CRM maintenance

CRM Data Analytics

Generating MiFID II-driven reporting and operational MIS required for decision-making, costing, KPI indicators, user reviews, etc., based on data sourced from the CRM platform for robust CRM analytics
Liaising with users to obtain their contacts/lead data for initiating the CRM analytics process
Tailoring reports and informative dashboards through .NET, Python, Tableau and PowerBI for more effective decision-making

How we are different

BESPOKE CRM AND CONTACT MANAGEMENT SUPPORT

Extensive experience in and ability to work on a wide range of platforms, providing comprehensive support for streamlining CRM

DISCIPLINED APPROACH TO CRM MAINTENANCE

Our team of CRM specialists employs a professional approach to updating and enhancing contacts and information

OPTIMISING AND STREAMLINING CRM

Our integrated approach fuses CRM with technological proficiency to enhance and accelerate data streamlining through advanced technology and tools

NEARSHORE CAPABILITIES

We set up staggered teams to ensure cost effectiveness, with savings of 40-50%

SCALABILITY

Experience in cleansing large databases (containing more than one million pieces of data) in three to four months

Tailored Data, Technology, and Presentation Design Services 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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