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Professional customer management and sales and marketing campaigns have long been considered a necessity, even in the banking sector. One of the key challenges faced by financial service providers is to find ways of generating growth from existing business relationships. The basis for this is a comprehensive CRM system which captures all business partners and the associated data and processes.
afb-Partner Administration is an integrated CRM system within the afb Credit Management Solution. Powerful system components are interconnected on a comprehensive information platform. This platform maps all of the business partner’s relationships among each other – from the bank branch and its staff, dealers and brokers, through to the end customer. Users can also define contact links and display complex relationship hierarchies by using the integrated relationship management component. All relevant contact and contract data and individual authorisations can be conveniently managed. The database thus offers a 360° view of any business partner.
In addition, afb-Partner Administration offers useful activity management functions. This feature allows you, for example, to conduct mailing campaigns involving selected partners. Addresses can quickly be selected and exported. Other useful features – ranging from the filing of visit reports with date stamps through to the resubmission of unfinished tasks – assist the user in managing contacts and communicating with business partners in all phases of the credit process.
afb-Partner Administration is a personalised customer management system for banks and financial service providers.
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