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Customer Relationship Management

Harland Financial Solutions offers best-of-suite Customer Relationship Management (CRM) solutions based on your needs.

The Harland Financial Solutions CRM Spectrum
No two financial institution’s objectives and tactics are the same. You cater to different clientele and it’s essential that your CRM program is tailored to your objectives and workflow. In light of increasing consumer expectations and unprecedented competition in the financial services industry, simply processing transactions accurately and efficiently isn’t good enough. You need to understand your client’s entire relationship and be able to predictively offer products and services that meet their actual and perceived needs.

Harland Financial Solutions offers several CRM solutions to help you accomplish high-touch service and needs-based sales according to your institution’s vision. Your vision combined with our expertise and best-of-breed solutions can help you along the way to building better, longer lasting relationships.

CRM Spectrum
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Touché® CRMTouché® CRM

For institutions with a strong emphasis on business intelligence, Touché® CRM will help unlock analytics from the MCIF and get it into the hands of those at the front line who need it most to provide better service and cross-sell more effectively.  Using Touché® Analyzer™ as its intelligence engine, Touché CRM delivers an unprecedented view of each consumer’s relationship.  Further, Touché CRM is implemented with support from Harland Financial Solutions’ Advisory Services team who works directly with you to outline step-by-step tactics for using the segmentation and relationship information in Touché CRM by tellers, platform staff, the back office and anyone else who interfaces either directly or indirectly with consumers.

Encore!®Encore!®

For those looking for core and platform integration within their CRM system, Encore!® offers full account opening capabilities and transactional information from your core system, along with optional  relationship profile information from your MCIF system.  Encore! is your one-stop for integrating back office transactional information and business intelligence with front-office capabilities that improve the client experience and workflow between the back and front-offices.