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.
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.
Supports accurate customer value assessment, identification of potential high-value clients, and enhanced efficiency in managing and marketing to existing customers.
The system is composed of six core modules: Work Platform, Customer Management, Service & Marketing, Product Center, Statistical Analysis, and Mobile
- Work Platfor
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.
- Modern Open-Source Architecture
Utilizes the latest open-source technologies to deliver a cost-effective, elastic, and scalable data service framework.
- Intelligent Technologies
Leverages AI-driven technologies to enhance the discovery and utilization of data value.
- Real-Time Stream Processing
Enables efficient and integrated use of comprehensive data flows through real-time processing capabilities.
- Data Visualization
Improves system usability and data extraction efficiency through advanced visualization tools.