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Customer Relationship Management System

Deeply aligned with banking business needs, this system leverages big data technologies to mine and analyze customer data, enabling precise identification of differentiated customer needs and facilitating precision marketing.

Product Overview

GienTech´s Customer Relationship Management (CRM) system is built on advanced technologies including big data platforms and distributed microservices. By utilizing big data and AI, the system enables in-depth customer insights that inform segmentation and stratified operational strategies. These insights empower financial institutions to offer differentiated products and services tailored to specific customer needs. The CRM system equips marketing personnel and relationship managers with a comprehensive suite of marketing tools to enhance customer engagement and sales efficiency, while also providing management teams with tools for effective team oversight and improved operational control.

Key Features

GienTech´s CRM system includes core functional modules such as: Home Dashboard, Customer Management, Relationship Manager Management, Marketing Management, Sales Performance Management, Event Management, Customer Service, Product Information Center, Mobile CRM Tools, and Customer Reporting Center. The mobile-enabled smart sales platform significantly enhances the mobility and efficiency of relationship managers.

When planning CRM systems for financial institutions, GienTech focuses on building comprehensive capabilities across three key layers:

Case StudiesView More
CRM System for a Joint-Stock Commercial Bank

CRM and Data Mining Project for a City Commercial Bank

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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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