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                  金融行業:客戶深度經營,構建服務型金融CRM平臺
                  2018-02-27  次瀏覽 來源:鵬為官網

                  鵬為CRM金融行業解決方案,滿足金融行業CRM信息系統要求,有效解決金融行業業務新規普及時效性的問題,優化金融業務的操作規范及項目風控管理;提供智能客戶與產品匹配度機制,讓新品推薦更高效、更精準、更安全;提供統一客戶服務平臺,讓服務更及時、更高效、更體貼。

                  金融行業特點
                  金融行業綜合性企業一般都是體量巨大、客戶量龐大、產品線眾多的大中型企業,一般金融機構各地都建有有分支機構,產品種類繁多且產品與客戶有一定匹配性關系,金融風控要求極高,客戶服務量巨大。
                  • 客戶量龐大
                    由于會員數量龐大,沒有建立完善的客戶分級及價值體系,對于VIP會員或價值較高會員關注太少
                  • 產品線眾多
                    由于產品具有種類繁多、與客戶匹配性靈活動大的特點,需要建立高效、便捷的知識庫體系,供業務人員隨時查閱
                  • 風控要求高
                    由于金融產品對于風控管理的特殊要求,需針對客戶對風控條件設置手工與自動匹配條件過濾,大幅度降低風控風險
                  • 服務量巨大
                    由于沒有完善的客戶等級體系,客戶服務量巨大且服務質量無差異,導致沒有優先VIP客戶服務
                  鵬為CRM金融行業解決方案
                  • 內部辦公
                    針對內部辦公應用:包括日/周/月報、簽到、日程、任務、出差、費用管控等
                  • 360度客戶管理
                    客戶360度視圖實時匯總查看客戶的基本信息、業務信息、價值信息、交往信息等
                  • 業務規范
                    實現項目管理、額度管理、債權匹配、債權管理,實現嚴謹的內部流程規范
                  • 精準營銷
                    針對客戶信息的消費行為分析、客戶畫像等,為精準營銷鎖定銷售對象
                  • 交叉銷售
                    提供強大的客戶及商機資源池管理功能,為匹配條件的客戶進行交叉銷售提供捷徑
                  • 服務管理
                    從服務計劃、客戶關懷、客戶投訴、客戶滿意度調查等多個角度,提升客戶服務
                  • 微信集成
                    針對微信公眾號的數據查詢或服務集成業務,提升點對點服務效率
                  • 決策分析
                    根據客戶、產品、地區等進行多緯度分析、提高決策準確度和效率,輔助決策
                  客戶案例
                  中信建投證券
                  深耕客戶,大幅度提升運營效益與客戶滿意度
                  憑借鵬為金融行業解決方案,中信建投證券構建了客戶資源一體化管理體系,從客戶習慣、愛好、家庭成員及關系、客戶關懷等多角度出發,搭建客戶深度經營與服務平臺,實施精準營銷與交叉銷售,大幅度提供運營效益與客戶滿意度。
                  查看更多案例 >
                  想試試?現在就申請
                  每個行業都有自己獨特的挑戰和機遇。
                  鵬為CRM在行業獨特的解決方案,
                  適合您的企業,幫助您充分利用互聯網、移動、云、商業智能,
                  改變您的企業。
                  申請體驗

                  致電400-618-4018
                  公式平码五不中杀一码
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