The Corporate CRM system is a digital management platform designed for refined customer management, marketing, and operations for corporate clients in the financial industry. It integrates functional modules such as the work platform, customer management, service and marketing, product center, data analytics, and mobile access. It helps users unlock the value of existing customers, monitor customer behavior, and prevent attrition. Additionally, it provides tools for acquiring and converting potential clients, improving conversion rates, and offering data support for all management levels to quickly understand business performance and relationship manager effectiveness.

Unlock Customer Value, Target High-Potential Clients, and Maximize Existing Customer Engagement

In today’s increasingly competitive market landscape, financial services for corporate clients are becoming increasingly homogeneous. To stay competitive and win market share, banks must enhance their corporate banking management capabilities—of which effective enterprise customer management is a critical component.

Relationship Managers

Supports accurate customer value assessment, identification of potential high-value clients, and enhanced efficiency in managing and marketing to existing customers.

Management

Enables managers to gain real-time insight into the performance of their own and subordinate branches, helping track progress on key targets and supporting risk control measures.

Banks

Assists in customer retention, new client acquisition, risk mitigation, and performance improvement across the organization.

• Work Platform: Provides a customized homepage for users at all levels. Users can receive system-generated alerts and recommendations, view performance data relevant to their roles, and configure quick-access shortcuts for frequently used functions.
• Customer Management: Supports full lifecycle management of corporate clients, including functionalities such as customer rating, assignment, 360° customer view, and client information search.
• Service & Marketing: Facilitates daily engagement and marketing management of corporate clients. Core features include marketing plans, task assignments, campaign monitoring, scheduling, and visit records.
• Product Center: Organizes and displays the bank's product portfolio. It establishes a standardized product library with categorized views and offers marketing support content for each product.
• Statistical Analysis: Provides a robust suite of thematic customer analytics to meet customer and product analysis needs.
• Mobile: A mobile extension of the PC system, empowering frontline relationship managers to maintain and engage with clients effectively during field operations.