ELEVATE CRM & SALES TO BANKING EXCELLENCE USING HUBSPOT
In today's banking landscape, Sales and CRM are transformative linchpins that fuel exceptional customer experiences. The Customer Information File (CIF) serves as an essential data repository. Together with the Customer Interaction Record, it offers a holistic view of customer engagements, from inquiries to transactions.
These insights reveal customer preferences and lifecycle stages, facilitating precise targeting. Informed pipeline management empowers banks to strategically navigate sales, seizing prime opportunities. With this data, banks can deliver more than promotions; they provide personalized interactions that foster loyalty, solidifying both customer trust and market position.
Axxiome is a HubSpot Solution Partner. Combining the strengths of Axxiome Digital solutions with HubSpot CRM and HubSpot Sales empowers banks to nurture relationships, drive sales efficiency, and remain a force in today's dynamic banking environment.
CUSTOMER MASTER DATA
Centralize retail and commercial customer master data, including company details and relationships. In multi-core frameworks, use this as the primary CIF, ensuring smooth synchronization with core banking systems. This includes customer information such as:
- Personal Identification Information
- Contact Details
- KYC/KYB Information
- Business Affiliations/Details
- and much more...
CUSTOMER AND DEAL STAGES
Centrally track client journeys, from lead to onboarding to loyalty. Utilize Deal Stages to visualize sales progress, ensuring timely engagements and optimized conversion opportunities.
- Automated Lifecycle Stage Tracking
- Dynamic Contact Segmentation
- Visualized Deal Stage Pipelines
- AI-Powered Predictive Lead Scoring
- Advanced Reporting and Analytics
- Revenue Growth: Centralized customer insights drive tailored offers and sales, maximizing profitability.
- Operational Efficiency: Sales and CRM process automation reduces overhead, leading to cost savings.
- Strategic Decision-making: Data-driven insights from customer interactions guide informed business strategies.
- Enhanced Market Reach: The digital platform's agility allows expansion into new segments and demographics effortlessly.
- Risk Management: Seamless KYC integration mitigates compliance risks and protects bank's reputation.
- Competitive Advantage: Analytics provide a deeper understanding of market trends, setting the bank apart.
- Customer Lifetime Value: Personalized interactions boost customer satisfaction, increasing retention and overall value.
- Real-time Performance Metrics: Instant access to sales data ensures timely interventions and strategy tweaks.