1C:CRM for Banks

The product "1C:CRM for Banks" is intended for automation of work of the front office of Bank in sales points of banking products (consumer lending, a car loan, etc.).

Main functionality of the program:

Contact management with clients. Accounting of a contact history with clients, registration of requests for the credit and consultations of clients, scheduling of contacts of clients in real time, operational information transfer between departments, planning of interactions, the master of fast acceptance and scheduling of addresses.

Management of working time. Viewing the planned contacts (meetings, phone calls etc.) in Calendar, selection of participants of a meeting taking into account their employment, simultaneous viewing calendars of several employees (or groups), use of working schedules

Business processes (BPM). The general process approach in all functionality of the CRM solution: subsystem of design, publication and efficiency analysis of business processes. Ready business processes on work with clients.

Management of the directory of banking products. Management of the directory of banking products taking into account a regional binding, on divisions, activities and also taking into account bank history on the client (including "black lists").

Automation of work on the conclusion of the loan agreement. Work in a system with requests of clients. Predesign of the payment schedule by the selected loan parameters using the tool "The credit calculator.

Management of the potential of sales. Use of formulas for calculation of potential on the basis of the client's portrait by divisions.

Automation of work with problem agreements (Soft-Collection). Collecting of accounts payable by agreements, cession signing of the contract.

Management of marketing. Management of marketing campaigns: planning and budgeting, approval, carrying out and efficiency analysis of marketing campaigns (ROI).

Management subsystem indicators (KPI). Individual indicators of employees of the bank, their KPI and a workplace the reflecting accomplishment of KPI.

Integration with BI systems. (Business Intelligence). Integration with the external analytical systems.

Operational management of project implementation (PM). Decomposition of projects on stages. Resource planning by options: resources are limited or limited project implementation terms.

Integration with other systems. Bureau of credit histories (NBKI), service of user support 1C: Connection, 1SPARK Risks, integration with IP, cloud and office telephony

Integration with corporate systems. Work with geomaps, exchange of contacts, calendar events, tasks between; exchange with the systems of contextual advertizing

On 1C: Enterprise platform 8.3

In December, 2016 1C Company and 1C-Rarus Development center announced release of the software product on the 1C:Enterprise 8.3 platform - the "1C:CRM for Banks" intended for automation of work of the Bank front office in sales points of banking products (consumer lending, a car loan, etc.).

From the moment of an exit in 2005 of the joint product "1C:CRM" on the 1C:Enterprise 8 platform several options of deliveries were released. More than 10000 companies of Russia and other CIS and Baltic countries implemented and use the solutions "1C:CRM" in the daily work. The product is developed in the environment of 1C:Enterprise 8.3 in the normal mode and also, in the mode of managed application. The technology platform of 1C: Enterprise provides scalability, openness, simplicity of administration and configuring, version 8.3 allows to work in the mode of the thin client and web client with the accessibility to information base via the Internet including in the mode of low connection speed.

The product "1C:CRM for Banks" is developed based on the 1C:CRM CORP configuration, edition 3.0 and includes the main areas of automation:

• Management of the customer base;
• Management of working time;
• Business process management (BPM);
• Management of the directory of banking products;
• Automation of work on the conclusion of the loan agreement;
• Management of the potential of sales;
• Automation of work with problem agreements (Soft-Collection);
• Management of marketing;
• Management subsystem indicators (KPI);
• Integration with BI systems. (Business Intelligence);
• Operational management of project implementation (PM);
• Subsystem of notifications;
• Simplification of accomplishment of routine transactions;
• Integration with corporate systems.