AND Project: Multi-channel bank

In the solution "Multi-channel Bank" based on Microsoft Dynamics CRM concepts of multi-channel sales, social CRM, the personified marketing, customer experience, 360d-view and other business ideas forming a basis of ideology of modern bank are implemented.

The solution "Multi-channel Bank" considers the advanced trends of the bank industry connected with development of customer-oriented approach, need of support of new customer services and the highest level of the competition. Multi-channel bank allows to reveal and concentrate on the most profitable client segments, to analyze demand for banking products, to perform the personal selection of products based on the comprehensive information about the client and to effectively implement the strategy of multi-channel promotion of products and services.

"Multi-channel bank – the solution which has no analogs in the market. In it we implemented key trends of banking business in customer focus. And, it is not just "craze", and really working functionality allowing bank to get strong support of the selected strategy, whether it be the personal offer to a segment of clients, mass multi-channel promotion or social CRM, - Tarasenko Vladimir, Microsoft Business Development Director of AND Project company notes. - In the solution it is reflected as our long-term experience of implementation of CRM in the largest financial brands among which there are "Home Credit and Finance Bank", Renaissance Bank, Probusinessbank, THEIR FINAM, ATON Group and many other, and essentially new developments".

The solution is focused on active sales and promotion of banking products of both retail, and corporate bank segments:

• 360d-view – a maximum of information on potential and current clients in a single window, for development of product and communication strategy.
• Management of banking products - preparation of the unique offer under the most perspective segments on the basis of the analysis of potential demand.
• Financial consultation - use of CRM, as convenient knowledge base, including with the mobile interface. Use of the credit calculator by consultants of bank.
• Marketing and multikanalnost - fast preparation of marketing campaigns under the offer and a new product, their operational output to the market, "removal of cream" of the first sales.
• Social CRM is formation of reputation of a brand on all popular social networks. Enrichment of data on clients and formation of bank of the ideas for strategic development.
• Operational CRM is full support of sales process and consultation on products, motivation of employees of the bank.

New solution "Management of active sales of banking products. Multi-channel bank" it is developed for sales management of banking products in a retail segment and a segment of SMB and focused, first of all, on such divisions of banks as contact center, consultants in departments, departments of sales and marketing, service centers.

At the same time bigger effect of use the solutions "Multi-channel Bank" can be received at inclusion of CRM in the general information space of the company and integration with external resources. From the technology point of view at the moment actually there are no insuperable restrictions on complex use of different tools.

Besides, together with BI use of the solution "Multi-channel Bank" allows to receive deep analytics on clients. For example, a basis for highly intellectual personal selection of products with reference of the client to a cluster and creation of the forecast of its potential attractiveness and profitability for bank.

The solution "Multi-channel Bank" keeps the effective strategy of attraction, developments and customer retentions. Thanks to the most detailed information on the current and potential clients the number of cross-sellings increases. Complex approach to preparation and implementation using CRM of marketing campaigns promotes increase in their efficiency due to use of communication channels, preferable to clients.

As a result the bank has an opportunity to create the personalized offers, to analyze demand and offers and also to react quickly to customer needs, including due to integration with social networks. The concept of the solution "Multi-channel Bank" assumes use of the latest technologies in communication channels with clients thanks to what the bank provides high quality of service and provides to the clients convenient services.