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Corporate Customer Relationship Management

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

Business Pain Points

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.

Product Introduction

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.

Business Value
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.

Contact GienTech to get your customized solutions Consult expert
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中电金信鲸Bot RPA是一款面向金融行业客户的机器人流程自动化的开发平台。

  • 鲸Bot设计器

    鲸Bot设计器集成了浏览器自动化组件,office办公自动化组件,数据库组件,文件处理组件、邮件组件等多种类型组件,通过全栈自动识别技术,自动识别目标元素,使开发过程所见即所得,降低了RPA开发门槛,让业务人员也可以方便地进行业务流程的开发。

  • 鲸Bot机器人

    通过手动执行、定时执行、控制台远程调用的方式运行自动化流程,配合控制台对外提供API接口,供外部程序调用。通过特有的视觉反馈技术提供统一的异常处理机制,极大降低开发和运维成本,让RPA流程运行更加稳定,而解决金融行业因技术人员产能不足难以支持其业务发展的问题。

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