Banks and Banking Services

Solutions Header Banner

Offer your clients more value-added services while streamlining business processes and lowering costs. 

As the financial services industry continues to consolidate and expand, banks require new and innovative strategies to remain competitive, create growth opportunities, and contribute to the bottom line.

Gain greater insight into your customers' needs by:

  • Offering more relevant, personalized products and services
  • Identifying high-value clients and allow you to pursue new revenue opportunities

Built upon Microsoft Dynamics CRM, Green Beacon’s  customer relationship management (CRM) software for banking provides a single repository for all customer information that integrates with legacy and core systems. Specifically tailored to markets and segments within the Banking industry, it delivers a complete view of your marketing, sales, and service requirements. 

  • Import and use key data from other systems
  • Easily incorporate regulations and compliance changes
  • Automate marketing campaigns for targeted prospects
  • Share complete customer information across existing systems
  • Increase employee effectiveness with automated workflows
  • Identify more up-sell and cross-sell opportunities

  • Retail & Commercial Banking:
    • Empower front-line employees with real-time information
    • Provide fast, high-quality service delivery
    • Integrate disconnected systems
    • Retain more clients through improved customer loyalty
  • Investment & Wealth Management:
    • Achieve rapid CRM adoption across the enterprise
    • Enable real-time views of client information across multiple channels
    • Integrate with core investment applications for a holistic view of your firm's performance 
  • Capital Markets and Securities:
    • Uncover opportunities to sell investment vehicles
    • Help build customer loyalty
    • Provide improved, personalized service
    • Assist in minimizing costs
    • Improve advisor productivity
  • Financial Advisors:
    • Increase qualified sales leads
    • Attract more clients
    • Maximize potential cross-sell/up-sell opportunities
    • Spend more time with clients and less on administrative tasks