CRM for Banking & Finance

In a market dominated by everyday change, it’s essential to increase customer satisfaction by tailoring services to address company’s and individual’s needs and preferences. Maximizer Customer Relationship Management (CRM) software for the banking and financial services industry does this by providing one holistic customer centric view of information, helping you identify behaviours and trends for faster and more informed decision making.

Maximizer CRM can provide customer relationship management for investment houses, asset management organisations, insurance services, stockbrokers and other financial services. This proven and affordable CRM system will help you enhance the customer experience via cutting-edge marketing<, sales and service software, while streamlining business processes via innovative tools and integrations with common office software and even ERP software should you need to.

At a glance features:

• Customer service module – Speeds case handling without interrupting natural workflow
• Up sell/cross sell opportunities – Customer service module blends seamlessly with marketing and sales modules to create opportunities from service cases and vice versa
• Cutting edge security – Security updates (with valid Software Assurance) keeping sensitive financial data private
• Choice of deployment – Can be deployed on-premise or in the cloud, both of which give access via desktop, laptop and any web-enabled mobile device
• Social media integration – Links to social media sites via URL user defined fields
• Highly flexible software platform – Can be enhanced economically and easily with add-on functionality, or integrated with your existing applications
• Seamless integration – With Microsoft® Office and SharePoint
• Track and log conversations – And add contacts directly from your Outlook mailbox.