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  • The goal of the project is to implement the CRM system and arrange centralized service for Bank customers through telephony. Arrange processing incoming and outgoing calls, customer support and UpSales. Decrease the time of call processing and issue resolution.
  • Full integration with banking core systems to have all contacts and financial details in CRM.
  • Integration with IP PBX to popup customer profile CRM card on incoming call.
  • Custom forms to connect new bank services with automatically populated customer data already in the system
  • Reporting, custom modules, email notifications etc.

Achievements:

  • Customer request processing time decreased 50%
  • Time to negotiate the loan for individual customer is less then 1hour.