CRM for Banks & NBFC's

Technology has raised customer expectations toward banks and NBFCs on the matter of data security. We all know that banks & NBFCs are needed to accept and store some private information of their customers to serve them. Losing such private and confidential data can cost them in a number of ways, including delayed services and customer dissatisfaction. The storage and maintenance of data is highly relevant and crucial for banking sector & NBFCs, which makes it more of a need to pay attention on the handling of data.

Banks & NBFC's CRM Software | FinCRM

How FinCRM can leave a distinguishing mark on banking sector and NBFCs?

Banks & NBFCs are battling to provide unrivalled customer experience by retaining data securely. Data management of bank or NBFC can be upgraded to a higher level with FinCRM. From leads to document management, we offer everything with zero leakage. Our CRM software can perform various tasks that can replace your mundane job. Let’s see what more we have to offer in FinCRM.

Capture Lead from Online channels | FinCRM

Hoard Leads Automatically with our CRM

Capturing leads is not at all an easy task when you are churning out numerous sources. In such a condition, FinCRM can be a really good choice as it can capture leads automatically. Our CRM software expertly captures lead from various online channels with high efficiency. You can also add leads manually and import unlimited leads in bulk in our CRM software without any extra cost. Assign leads to team members and keep monitoring progress of those leads.

Level Up Your Task Management

We all know that task management is directly related to time management. Here, FinCRM is the apt software to assign and keep track of every important task in a matter of minutes. You can easily assign a timeframe for the completion of the task to keep your deadlines aligned. Banking sector and NBFCs have many recurring tasks to be done on time. You can simply set recurring tasks in our CRM software and monitor the success of that task every time.

Task Management | FinCRM
Marketing through CRM | FinCRM

Manage Marketing Campaigns to Reach Out to Every Prospect

Banking sector and NBFCs have a myriad range of products to offer. But no prospect can automatically know about it, you have to let them know. Marketing campaigns play well in letting everyone know about any discount, new product/service launch, etc. Marketing campaign management in banking sector and NBFCs through FinCRM can advertise your product to a large pool of prospects. Our CRM software is so handy that you need not drain your time for every prospect individually.

Create Dynamic Entities and Store Unlimited Data

Banking sector and NBFCs retain customers for a very long time and simultaneously, acquire even more customers. The data to be stored is unlimited, but many CRM software caps the number of records. And that’s why FinCRM is your best choice because it doesn’t restrict your data storage limit. What you have to do is create a dynamic entity and you are ready to go. Don’t worry about extra charges; you need not pay anything extra for storing this unlimited data.

Create custom entities | FinCRM
Growth tracking of different branches

Track Business Growth of every Branch and Business

In banking sector and NBFCs, you may have a well-expanded business or maybe planning to expand your business. The more the branches of your financial institution, the more you are serviceable to the larger customer pool. Some smaller banking institutions still monitor productivity of sales and marketing teams manually. Manually monitoring productivity can be tiresome, but FinCRM has come to your rescue.

Uphold Privacy with Secure Document Manager

Banking sector and NBFCs have to deal with numerous private documents of customers. We acknowledge all the needs of banking sector & NBFCs and offer FinCRM with the most secure document manager. You can store any type of document here without worrying about data leakage. We assure your document privacy because even we won’t be able to access your data. Only people assigned by you can access that particular data for maintaining security.

Document Privacy | FinCRM
Daily Task Manager | FinCRM

Put Operations in Order with in-built Office Organizer

Who on the earth doesn’t like to get something extra? Therefore, we offer FinCRM with a daily task and office manager. It is the best package that you can ever get for banking sector and NBFCs. Your employees from your branch can update their daily tasks through our CRM software. Now, it becomes easy for you to keep an eye on everyone’s daily task in the team, that too with minimal efforts.

Go Above and Beyond with Knowledge Base

Banking sector and NBFCs have a lot to offer and launch new products, policies, services regularly. Before customers, your employee should know about new upgradation to acquire prospects. With FinCRM, the time is long lost when you had to send emails for sharing knowledge. Use our CRM software and post knowledgeable drafts/articles in the knowledge base. All the required teams can access this section to understand a big picture on a small screen and get their productivity increased.

 Banks/NBFC KnowledgeBase | FinCRM
Capture Lead from Online channels | FinCRM

Hoard Leads Automatically with our CRM

Capturing leads is not at all an easy task when you are churning out numerous sources. In such a condition, FinCRM can be a really good choice as it can capture leads automatically. Our CRM software expertly captures lead from various online channels with high efficiency. You can also add leads manually and import unlimited leads in bulk in our CRM software without any extra cost. Assign leads to team members and keep monitoring progress of those leads.

Task Management | FinCRM

Level Up Your Task Management

We all know that task management is directly related to time management. Here, FinCRM is the apt software to assign and keep track of every important task in a matter of minutes. You can easily assign a timeframe for the completion of the task to keep your deadlines aligned. Banking sector and NBFCs have many recurring tasks to be done on time. You can simply set recurring tasks in our CRM software and monitor the success of that task every time.

Marketing through CRM | FinCRM

Manage Marketing Campaigns to Reach Out to Every Prospect

Banking sector and NBFCs have a myriad range of products to offer. But no prospect can automatically know about it, you have to let them know. Marketing campaigns play well in letting everyone know about any discount, new product/service launch, etc. Marketing campaign management in banking sector and NBFCs through FinCRM can advertise your product to a large pool of prospects. Our CRM software is so handy that you need not drain your time for every prospect individually.

Create custom entities | FinCRM

Create Dynamic Entities and Store Unlimited Data

Banking sector and NBFCs retain customers for a very long time and simultaneously, acquire even more customers. The data to be stored is unlimited, but many CRM software caps the number of records. And that’s why FinCRM is your best choice because it doesn’t restrict your data storage limit. What you have to do is create a dynamic entity and you are ready to go. Don’t worry about extra charges; you need not pay anything extra for storing this unlimited data.

Growth tracking of different branches

Track Business Growth of every Branch and Business

In banking sector and NBFCs, you may have a well-expanded business or maybe planning to expand your business. The more the branches of your financial institution, the more you are serviceable to the larger customer pool. Some smaller banking institutions still monitor productivity of sales and marketing teams manually. Manually monitoring productivity can be tiresome, but FinCRM has come to your rescue.

Document Privacy | FinCRM

Uphold Privacy with Secure Document Manager

Banking sector and NBFCs have to deal with numerous private documents of customers. We acknowledge all the needs of banking sector & NBFCs and offer FinCRM with the most secure document manager. You can store any type of document here without worrying about data leakage. We assure your document privacy because even we won’t be able to access your data. Only people assigned by you can access that particular data for maintaining security.

Daily Task Manager | FinCRM

Put Operations in Order with in-built Office Organizer

Who on the earth doesn’t like to get something extra? Therefore, we offer FinCRM with a daily task and office manager. It is the best package that you can ever get for banking sector and NBFCs. Your employees from your branch can update their daily tasks through our CRM software. Now, it becomes easy for you to keep an eye on everyone’s daily task in the team, that too with minimal efforts.

 Banks/NBFC KnowledgeBase | FinCRM

Go Above and Beyond with Knowledge Base

Banking sector and NBFCs have a lot to offer and launch new products, policies, services regularly. Before customers, your employee should know about new upgradation to acquire prospects. With FinCRM, the time is long lost when you had to send emails for sharing knowledge. Use our CRM software and post knowledgeable drafts/articles in the knowledge base. All the required teams can access this section to understand a big picture on a small screen and get their productivity increased.