Bank and Banking Services
Support your clients with more value-added services while streamlining business processes and lowering costs.
As the financial services industry continues to consolidate and expand, firms require new and innovative strategies to remain competitive, create growth opportunities, and contribute to the bottom line.
Gaining greater insight into your customer needs
- Offer more relevant, personalized products and services
- Identify high-value clients and allow you to pursue new revenue opportunities.
Green Beacon’s CompassPoint Solutions and Microsoft Dynamics CRM provide you a single repository for all customer information that integrates with legacy and core banking systems and is specifically tailored to your company’s industry and business process 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
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
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
Wealth Management
- Achieve rapid CRM adoption across the enterprise
- Enable real-time views of client information across channels
- Integrate with core investment applications for a holistic view
Financial Advisors
- Increase qualified sales leads
- Attract more clients
- Maximize cross-selling/up-selling opportunities
- Spend more time with clients and less on administrative tasks