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.
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.
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:
- User Layer
Supports key roles including business supervisors, relationship manager supervisors, relationship managers, wealth managers, lobby managers, and tellers.
- Channel Layer
Unifies external service interfaces of the CRM system through a channel collaboration platform, enabling a cohesive and integrated bank-wide channel ecosystem.
- Application Functional Layer
Focuses on business functionality planning across customer management, marketing, customer service, customer engagement, and business operations support.
- Independently Developed and Fully Controllable
GienTech owns the software copyright for the CRM system, ensuring complete autonomy and control over the product.
- High Reliability
The system architecture utilizes secure and controllable technologies across data, application, and presentation layers. At the data layer, it supports open-source databases, Dameng Database, and domestic big data platforms to ensure security and compliance.
- High Stability
Employs a distributed microservices architecture with a front-end/back-end decoupled design to achieve high throughput and low latency performance.
- High Scalability
Compatible with major domestic cloud platforms and supports horizontal server scaling to ensure efficient system performance and future growth.
