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Banks and credit unions typically put a lot of effort into acquiring new customers. Yet it’s equally important to work with existing customers to reach for a larger share of their financial business – from checking and retirement accounts to products and services such as investments, insurance, mortgages, and home equity loans.
According to a J.D. Powers study,1 “Banks that are able to increase their share of deposits by 2 percentage points stand to gain $40.7 million in deposits per 100,000 customers.”
How can banks build customer loyalty and expand the relationships? During each customer interaction, representatives need to be flexible, thorough, and willing to spend as much time as needed to consider customer needs, recommend suitable products, explain the details, and respond to questions.
A well-designed CRM system, such as the combination of the Microsoft Dynamics™ 365 solution and Crowe CRM for Banking, should enable employees to:
Crowe works with hundreds of financial services organizations across the country, including about two-thirds of the top 100 U.S. banks. Crowe CRM for Banking, an add-on solution powered by Dynamics 365, provides a 360-degree view of customer data as well as associated communications, interactions, operations, relationships, and service records.
Crowe CRM for Banking enables organizations to integrate sales, marketing, and service functions so relationship managers and service staff can access and share complete information across departments, product lines, channels, or intermediaries.
By using the many tools included in Crowe CRM for Banking and Dynamics 365, banks and credit unions can increase customer satisfaction, improve productivity, and expand customer relationships.
Visit CroweCRM.com for more information about Crowe CRM services for Microsoft Dynamics 365 software. Have a question or interested in evaluating the CRM functionality in Dynamics 365? Contact us today.
1 J.D. Power Insights, “Deepening Share of Wallet Among Retail Banking Customers,” published by J.D. Power and Associates, © 2013 J.D. Power and Associates, McGraw Hill Financial. All Rights Reserved.
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The post How CRM Can Help Banks Expand Customer Relationships appeared first on Crowe LLP.
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