Cetrix Blog

Strategies to Improve Sales for your Financial Institution

Mark Khabosha - Oct 31, 2017 10:00:00 AM

How do you improve sales for your financial institution?

There are several things to consider when looking at strategies for improving sales in financial institutions. Increasing your financial book of business not only involves attracting and converting new profitable clients but also maximizing existing opportunities by meeting the diverse and specific needs of your existing clients.

Technology is advancing very quickly, providing more options for increased revenue in brokerages, retail, corporate, and investment banking. In today’s competitive marketplace, financial institutions can grow their business through strategies that increase their efficiency, differentiation, and agility.

Topics: Salesforce for Finance

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7 Tips to Improve Your Customer Relationship Management System

Mark Khabosha - Oct 18, 2017 6:40:00 AM

How do you improve your financial CRM?

Statistics compiled by Forbes report that 72% of Chief Executive Officers say that they are focusing on improving both customer individualization and responsiveness to make sure that customers are content. As a result of this emphasis, a large number of companies are beginning to realize that customer relationship management  (CRM) systems can be a very powerful asset. 

While CRM was once little more than a detailed Rolodex, today CRMs involve complicated software that can be used for online businesses. Many companies, however, have been left wondering exactly what can be done to improve their CRM. 

The ideal CRM should improve productivity at an affordable rate while also creating a stronger relationship with customers. This article will discuss the 7 steps that companies, in particular, financial businesses can take to improve their customer relationship management system.

Topics: Salesforce CRM General- Salesforce for Finance

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Getting the most out of CRM in Banking Industry Businesses

Mark Khabosha - Sep 6, 2017 9:10:15 AM

Why banking businesses need CRM

With so many choices in an ever-evolving market, customers can literally pick-and-choose where they’ll receive their advice, invest their money, take out their loans, and purchase financial products. In order to be ahead in this choice, your financial institution needs to have brand authority in the market that shows the customer that yours is the organization to choose.

Topics: Salesforce for Finance

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Wealth Managers CRM: 4 Benefits for Wealth Management Companies

Stewart Balanchine - Aug 11, 2017 4:56:25 AM

Satisfying digital-savvy clients with financial CRM

CRM encompasses the tools implemented for cultivating better customer relationships and interactions. An integrated financial CRM system is especially useful for companies in the wealth management business who need to develop intimate relationships with their customers to deliver an optimal product to achieve their desired financial outcomes.

Topics: Salesforce for Finance

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A Good Finance CRM Strategy Starts and Ends with the Customer

Stewart Balanchine - Aug 10, 2017 9:33:57 AM

Developing customer success with CRM

As a financial firm, there is nothing more important than finding and curating the right customers for success. A large piece of this important puzzle is to ensure that the customer is at the heart of your finance CRM strategy. Organized and categorized in a manner that is easily-accessible and understandable your CRM system should provide a 360 degree customer view across your organization. The customer has to be at the forefront of your mind so that you can deliver the services and support they need.

Topics: Salesforce for Finance

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