Being the people-driven sector, companies dealing in the financial services industry are embracing the new-age technologies. CRM in financial services infuses second-wave agility and efficiency, thus enabling them to ace their peers. Read more: https://vocal.media/journal/augment-decision-making-capabilities-by-leveraging-crm-in-financial-services

1. AUGMENT DECISION MAKING
CAPABILITIES BY LEVERAGING CRM IN
FINANCIAL SERVICES

2. Introduction
Benefits of Leveraging CRM in Financial Services
 World-Class Customer Service
 Build Deeper Client Relationships
 Maximized Profitability
 Amplified Employee Productivity
Conclusion
AGENDA
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3. Leveraging CRM software such as the
Salesforce financial services orchestrates
digital transformation across the length and
breadth of the organization. The financial
CRM offers endless cross-selling and up-
selling opportunities to the advisors and
agents.
INTRODUCTION

4. CRM FOR FINANCIAL ADVISORS - BENEFITS
World-Class
Customer Service
Build Deeper
Client
Relationships
Maximized
Profitability
Amplified Employee
Productivity

5. The nature of the financial services
industry is such that imitating a product,
service, idea, or offerings becomes easier.
But by implementing CRM in financial
services, organizations can can
concentrate on customer-centric
processes and deliver world-class
services.
WORLD-CLASS CUSTOMER SERVICE

6. Leveraging a CRM for financial
advisors enables them to get a birds-
eye view of the customer data, along
with their activities and areas of
interest. The agents can thus offer
tailor-made products and services that
best suit their needs.
BUILD DEEPER CLIENT RELATIONSHIPS

7. With a Financial CRM such as Salesforce
financial services in place, the agents can
work smartly. Its intuitive workflows
automatically market the products and
services to customers, hence reducing the
need for human intervention at the time of
warming up leads.
MAXIMIZED PROFITABILITY

8. A conspicuous advantage of having a CRM
in financial services is that it makes the
business processes convenient and faster
for the growth-focused industry players. It
streamlines and centralizes the front,
middle, and back-end operations.
AMPLIFIED EMPLOYEE PRODUCTIVITY

9. CONCLUSION
The key to thriving in the competitive marketplace is implementing
the most appropriate CRM for financial advisors. It empowers
them to make informed decisions and take intelligent actions
across different channels by providing easy access to customer
data at every touchpoint.

10. THANK YOU
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