First, Understand Your Clients
Before you can think about improving sales or providing excellent service at the front line, you must understand your clients’ needs and expectations. This idea is at the center of Touché® CRM. Touché CRM is unique among CRM solutions for the financial services industry because it seamlessly incorporates business intelligence from Touché Analyzer™, the industry’s leading provider of business intelligence, and provides it in an easy-to-use format at the front line where it’s needed most. Touché CRM’s Profile Tab is a one-screen summary of your consumers’ entire household relationship, including deposit and loan balances, product and service-related details, segmentation and more. The Profile is the first place front-line staff will go to quickly understand the nature of the client appearing before them. More than simply providing a screen full of data, however, the Profile can be incorporated into workflow and integrated with your institution’s processes.
Household Value Segmentation: The Harland Financial Solutions Difference
The Household Value Segment is a Harland Financial Solutions exclusive. It is a set of unique financial intelligence indicators that will be the backbone of your successful CRM implementation. It is a segmentation scheme that goes well beyond more simplistic methods that only consider single data elements, like overall profit or product utilization. Household Value Segmentation allows you to understand who your clients are today and more importantly, what they might look like tomorrow by using intelligence from Touché Analyzer to assess a household’s current profit, product use, share of wallet, future performance potential and other information. The Household Value Segments are customized to each institution, taking into consideration unique consumer profiles, modeling scores and the market. Our Advisory Services team will work with you to understand your objectives, analyze your client-base and make recommendations for the best criteria to effectively develop your unique Household Value Segments.
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Everything Else You Expect from a CRM Solution
Of course, Touché CRM is equipped with all the referrals, sales and service capabilities you’d expect from CRM software. These are just a few of the standard features of Touché CRM:
- Push marketing offers to the front line for sales follow-up
- Leads and referrals management
- Information repository for rates, fees, product features, etc.
- Perform what-if analyses at the front line
- Management reporting for results tracking and measurement
- Service request management, fillable PDF forms for improved efficiency