The development of the financial industry, combined with the demanding needs of investors on fund products and customer services, bring about more and more challenges to financial institutions in terms of development and profits.The main demands of financial institutions on CRM are: data sharing, comprehensive information, as well as customer-oriented service, that is, the banks, the security companies, the insurance companies and the fund companies are required to provide the right financial products or services or credit risk management at the right time and place through proper channel according to the customers' demand.
Based on market demands, combined with the transformation of customer-oriented philosophy of financial institutions, Litsoft provides customer relationship management system with marketing, sales and customer service business as the core, and through our professional services, help financial institutions establish customer relationship management system with high quality and efficiency to meet the personalized demand, so as to improve their management level and core competitiveness.
Litsoft Customer Relationship Management System has quite a number of success stories in the financial industry. This product embodies the features of collaboration-type, operation-type and analysis-type CRM, and its overall functional structure is as the following diagram:
The operation-type CRM system is mainly featured by supporting the collaboration among marketing, sales and customer service departments through functional modules like Task Management, Work Log and Schedule. The collaboration-type CRM is mainly featured by system integration and it supports wide variety of communication channels with customers, such as mail, short message, fax, etc. And the analysis-type CRM is mainly featured by collecting sales business data and making a specific statistics analysis so as to support the business decision-making with appropriate data.
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