CORPORATE BANKINGManage Profitable ‘Relationship’ in a Digital Age

The power of digital has revolutionized customer experiences

and expectations. Today, customer centricity relies on mining

behavioral insights, identifying trends, tracking actions

in real-time, and offering customized products & solutions

based on this data. But how do enterprises achieve that

level of responsiveness, agility, and customer delight? The

simple answer - CRMNEXT

HOW

Manage Profitable

‘Relationship’in a Digital Age

FUNCTIONAL OVERVIEWSales Management

Marketing Management

Performance Accelerators

Business Process Designers

Customer Service Management

Codeless Configuration Toolbox

Enterprise Integration Engine

• Lead Management• Account Management• Contact Management• Opportunity Management• Offer Management• Multichannel Lead Capture • Assignments And Routing• Alerts & Escalations• Customer Organization Charts• Sales Coach• Cross Sell Management• Tasks & Calendar• Internal Collaboration Engine• Knowledge Management

• Camapign Designer• Template Management• Static & Dynamic Target Lists• Budgets & Expenses• Offer Management • Multi Channel Campaigns• Multi-wave Campaigns

• Catalyst Performance Modeler$

• Autoflow DesignerTM

• Document Management• Target & Forecasting• Team Management• Multiple Team Selling• Deduplication• Multi Level Territory• Process & Workflow Designer• Forms & Layout Designer• Integration Designer• Reports & Dashboards• Mobility• AI Powered Scoring1

• AI Powered Insights1

• Digital Customer Journeys2

• ML & NLP Bots Based Support1

• Lead Capture & Assignments• Campaign ROI Tracking• Conversion Tracking• Reports & Dashboards• Predictive Modelling1

• AI Powered Insights1

• Trinity Cross Sell Modeler$

• Screenflow DesignerTM

• Multi-channel Case Capture• Case Management• Case Routing• Case Escalation• Solutions • Knowledge Management• Templates• Auto-response• CTI Integration

• Custom Fields• Custom Objects• Custom Layouts• Active Cards• Alerts & Escalation Engine • Deduplication• Assignment Rule Engine

• Autonoma Integration™ Engine• Mashup Anywhere

• Training Management• Data Leak Protection• Mobility• Internal Collaboration Engine - Pulse• AI powered Insights1

• Reports & Dashboards• ML & NLP Bots Based Support1

• Digital Customer Journeys2

Social Media Management

• Twitter Integration• Facebook Integration• Linkedin Integration• Lead Capture

• Case Capture• Contact Capture• Response Management• Reports & Dashboards

• Reports & Dashboards Designer• Teams Management• Territory Management• Products Management• Roles Management• User Management

• Web APIs• Messaging Queues

Relationship Managers can get verified, real time account

intelligence through seamless integrations with external systems for

updating account records. Ready connectors like widgets, RSS feeds

are available to deliver ready-to-use, verified profile information,

news etc. Bankers can build immensely rich account profiles as they

record details within the system to develop comprehensive profiles

with interaction histories that lay the foundation for more meaningful,

long-term business relationships.

MOVE FIRST WITH

REAL TIMEINTELLIGENCE

Value-Driven Account Planning with Predictive ScoringCRMNEXT delivers a comprehensive account health scoring with real time engagement scores like credit scores, risk scores etc. powered by DATANEXT. Key contacts inside accounts can also be scored based on approachability, loyalty activity, mailing activity, response rate, customizable parameters powered by DATANEXT. Bankers can then easily improve the scores through higher engaging activities. Users can create activities directly from email, social media platforms, during calls etc. and automatically sync calendars.

Seamless Customer OnboardingBankers can implement end to end onboarding of customers using fully integrated processes on a single system with the help of Autonoma IntegrationsTM and Autoflow Designer. CRMNEXT ensures process compliance with FATCA, eKYC etc. Automated integrations with DWH, back office and core banking systems eliminated the need for multi window jumping and empowered service teams with quick action buttons on a single screen. Bankers get a guided coach at each stage of Onboarding and can define approval flows in a single screen.

90%

RMs relate increased productivity withreal time intelligence

The CRM of the present needs to be one that initiates, cultivates, and sustains a two-way exchange of value between RMs and customers to maximize customer retention. This becomes possible when enterprises recognize that customer service does not mean Customer Relationship Management. True CRM goes way beyond this. Further, RMs need to think VALUE at every step of the customer lifecycle - from first contact to first transaction, to be able to cross-sell & up-sell products and services. In other words, a CRM must help RMs to execute business strategy with competitive differentiation. Not just that, it must empower RMs with the tools to deepen customer relationships at every transaction.

NURTURE YOUR RMs WITH

PERFORMANCEMODELERS

Create opportunities you can bank onCapture opportunities with guided coaching for each opportunity stage. Create complex opportunity workflows codelessly with autoflow designers, based on the principle of create once and use everywhere. Users can also create multiple workflows with powerful business enforcement rules for each stage and can view closure probability using DATANEXT predictive models.

Advanced Opportunity Playbook DesignerBankers can build basic or advanced opportunity playbooks with a configurable visual playbook designer. The playbooks can be created across leads, opportunities and assigned owners based on roles. Users can also schedule day wise activities such a sending emails, creating templates, making appointments, send meeting invites etc. and assign playbooks for specific opportunities.

Stronger Pipeline and Accurate ForecastingCRMNEXT routinely inspects sales pipelines and audits changes. The platform can forecast based on periods, categories, hierarchies, anticipated revenues and can configure forecast models. Bankers can define dimensions, quota by individual, target , product, review, planning. Users can take advantage of prescriptive analytics that deliver recommended actions to close pipeline/forecast to quota gaps.

RMs demand planning tools to establish a account-centric relationship model80%

Guaranteed Activity Plan ExecutionTop management can track & review meetings planned/scheduled by RMs for a defined period, follow-ups, and resulting opportunities. In addition to RM activity, top management enjoys a real-time view of lead conversion rates and hit rates with the Catalyst Performance Modeler. Bankers can also get next best actions with real time insights and actionable links such as product offer suggestion, cross sell opportunities, creating new appointments etc.

Actionable Reports and DashboardsCRMNEXT has 250+ out of box predefined categories of reports. Graphical and tabular reports can be quickly built through report builder wizard and assigned roles based permissions. The reports can be directly mailed within the platform in the preferred format. Powerful, rich and customizable dashboards can give easy access to drilled down reports. Bankers can do custom calculations, trend analysis and enjoy advanced data visualization options such as heat maps, tree maps, bubble charts, scatter plots etc.

Testimonials

Rajesh Wagh - Vice President (IT)HDFC BANK

We believe in CRMNEXT. With over 1,00,000+ users & 4,500+ branches & multiple integration points, it was hard for any system to match our expectations. We have enjoyed 99.9% uptime availability & seamless scalability. It just seems perfect.

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“Sanjay Gupta, President & Business Head – IT, Kotak Mahindra Bank

The challenges posed by a dynamic business environment has necessitated that we constantly innovate and upgrade ourselves to make banking seamless for our customers. CRMNEXT platform is a strategic investment, enabling us to deploy smart, intelligent journeys resulting in faster fulfillment and go to market for our new products and services and lower cost of sales. It has boosted our capabilities to deliver superlative customer experience and further strengthen customer loyalty.

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Samrat Das - CIO, TATA AIA

TATA AIA as a brand stands for trust. We are ensuring customers enjoy the highest level of convenience at all touch-points. It has helped us to integrate, refine and adopt processes, diversify offerings and provide a single platform with a powerful 360 view. It has definitely helped us in our journey to become more customer driven.

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Eric Vas, President, Motorcycle BusinessBajaj Auto Finance

The platform offers high flexibility, scalability options and automated end to end loan origination process.

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Soumitra Sen - Head - Consumer Banking, Indusind Bank

We are delighted to integrate our banking systems with the CRMNEXT platform which will help automate and personalize processes, so that we can focus on meeting the unique needs of every customer and be even more strongly able to deliver stellar user experiences across the board.

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Avinash - Sr. Vice President ITAXIS Bank

ACIDAES has helped us to bring our critical 40,000+ people involved in acquiring and managing customers on a common platform. Despite all the complexities of our retail and corporate operations, its unique Catalyst Performance Modeller has helped us to create an agile and effective system to manage sales performance on a daily basis. It was difficult to find a solution which can give scalability with reliability while keeping costs under control. It has proven to be a perfect partner in helping us create a flexible strategy execution platform we always wanted.

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Ittira Davis - COO & Head of Transition, Ujjivan Financial Services Ltd.

As we get set to launch our banking operations, customer engagement and satisfaction is our top priority. And we wanted to take-off quickly. We chose CRMNEXT’s Assisted Bank-in-a-Box solution because of synergies in the product’s offerings and our vision. Ujjivan will be focusing highly on mobility solutions and will implement mobile technology using mobiles and handheld devices to reach the rural customers.

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We Deliver Success

Improvement inService Quality

Reduction in average service turnaround time

Increase inFirst time resolution rates

Increase inNet Promoters Score

Branch cases are enabled for straight through processing for instant fulfilment

Improvement inStraight-through-processing

Improvement inCustomer Loyalty Index

Improvement in First Touch Resolutions

Improvement in Service TAT

52% 90% 250%

42% 50% 80%

86% 85% 70%

Working With Thought Leaders Globally

Contact: sales@crmnext.com

www.crmnext.com | B highimpactcrm.com | L @crmnext

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