• Email

Sales response times can make the difference between closing a deal and losing it to your competitors. Lack of information, silos of information, and outdated systems can all contribute to poor sales performance. With CRM for Banks, your sales staff is better equipped to track and convert leads, nurture and close deals, and provide consistent customer service.

Achieve Greater Loan Pipeline Accuracy

Interactive, real-time charts provide high-level data at a glance, and improved pipeline accuracy can improve loan production and funds acquisition operations.

Achieve Greater Loan Pipeline Accuracy

The Loans Pipeline can be drilled down to view more detailed information, such as estimated close date, probability, or initial communication.

Gain Real-Time Reporting and Analytics

See real-time reporting and analytics that give the full spectrum of business intelligence capabilities, ranging from historical reporting predictive behavior insight to basic reporting to OLAP and performance dashboards. Dashboards also provide graphical representations of sales data that allow managers to understand data at-a-glance

Gain Real-Time Reporting and Analytics

The bank sales officer dashboard provides at-a-glance insight into the loans pipeline, as well as top activities, accounts, and compliance statuses. All of this information can be drilled down for a more targeted look.

Increase Salesperson Productivity

Increase salesperson productivity with automated workflows, tasks, and in-built forms and reports.

Increase Salesperson Productivity

The process bar at the top of each opportunity record keeps salespersons on track and provides a step-by-step breakdown of what tasks should be completed at each stage of the deal. It is a way to keep everyone accountable for their deals and push deals to close.

Quickly Find and Send Information with Consolidated Databases

Customer and product information is readily available in the form of FAQs, knowledge base articles, and best practices to empower your sales team to quickly access and share information as needed.

Quickly Find and Send Information with Consolidated Databases

Send articles to prospects with the click of a button. Attach knowledge base articles directly in CRM, and send emails directly using the built-in Outlook integration with CRM for Banks.

Improved Operational Efficiency

Convert a prospect email into a contact in the system with one click of a button, and track further email correspondence. Sales call follow-ups can similarly be automatically scheduled once the initial phone call activity is completed. Then, when it’s time for customer on-boarding, sales representatives can use a step-by-step workflow that organizes each stage of the customer on-boarding process.

Improved Operational Efficiency

The automated workflows ensure that no steps are missed during the on-boarding process, and that each prospect is thoroughly examined to prevent potential issues or liabilities from occurring after approval

Ignify CRM for Banks provides a comprehensive solution for financial services institutions. Register for our webinar, or email banks@ignify.com for more information.