We Understand the Financial Services Industry
Commercial banks, investment banks, asset managers and private equity firms face increased regulation, more demanding customers and volitle equity markets. Innoveer and cloud CRM can help mitigate the risks and open opportunities.
Commercial banks, investment banks, asset managers and private equity firms face increased regulation, more demanding customers and volitle equity markets. Innoveer and cloud CRM can help mitigate the risks and open opportunities.
Innoveer has worked with a wide range of financial services firms including American Century Investments, ABN Amro, BNY Mellon, Pitcairn Financial Group, New York Life Investment Managment and HSBC. Because financial firms are a service industry, they need to differentiate themselves based on customer experience and innovation. This makes financial services companies early adoptors of technology to get a leg up on the competition.
Our Point of View
Example projects we're working on for banks and asset management companies include:
- Customer intimacy: With the whole world turning on its head every six months, one asset management firm we're working with is taking a proactive approach by ensuring its customers understand the insights that they're delivering, including extensive, proprietary information on market moves. The result is an expanded relationship with the customer.
- Mobile CRM: For a large British bank, we’ve been helping to mobilize its CRM solution, giving bankers rapid access to complete customer details, so they can more rapidly court customers with profitable proposals.
- Customer profitability: For another bank, their objective was to understand their profitability by customer. The solution used data analytics, customer analytics, and a business intelligence system. The goal is to enable salespeople to know the best customer to be targeting, at any given moment, and with which services.
- Twitter customer service: Banks have been leading the charge to deliver customer service via social networks. For example, one large bank now fields customer inquires via Facebook and Twitter.
Stay in touch with our perspective on this vital industry through our CRM Insight Blog's financial services content.
Work With Innoveer
Need to implement CRM quickly?
Innoveer’s Marketing, SFA and Service Accelerators deliver fully functional, cloud-based CRM programs in less than 4 weeks specifically designed for financial services companies. For a fixed price, benefit from core capabilities that increase automation, productivity and effectiveness.
Optimize or perform a health check
Take marketing, sales or service capabilities to the next level. Innoveer’s brief workshops provide detailed recommendations —the next “best steps” — for creating maximum results based on our CRM Excellence Framework. Understand the time, cost and benefits of increasing your CRM capabilities.
Social business assessment
Learn how new and emerging social technologies can transform your organization. Innoveer has developed our Social Business Excellence Framework which shows financial services organizations the best practices and benefits of adopting these new technologies.
Success Story
ABN Amro Private Banking
Innoveer worked with this private bank to tightly integrate its sales reports and CRM system. Reports that managers deemed ultra-important were displayed, front and center, whenever a salesperson logged into the CRM system. The most important reports showed how that salesperson was performing against his or her peers.
Schedule
Contact Innoveer for answers
Discuss specific CRM goals and requirements or see a demo. Understand what business outcomes you can achieve with new CRM capabilities.
Salesforce.com
Accelerate Sales Cloud, Service Cloud, Force.com and Chatter business results