Financial Services

Empower Employees and Satisfy Customers
Financial service enterprises operate in a highly challenged market where consolidation, increasing regulation and economic realities are negatively impacting their ability to achieve key objectives. Massive write-downs and squeezed profit margins have increased risk while driving the need to find more predictable revenue streams and cost efficiency gains. These initiatives are difficult to achieve because of a dizzying array of systems, workflows and disconnected processes which cause delays in even the most basic customer interactions.

Whether you are regional or global, a key aspect of your strategy must be to reignite your ability to treat each client as an individual with individual needs. Which customers are most likely to buy which products? Who is at risk of leaving? Which unprofitable clients are most likely to be profitable? Who is most likely to respond to which marketing campaigns based on their demographics? When you can answer these questions effectively and consistently, every interaction becomes an opportunity to improve the client experience.

Increased Sales through Customer Satisfaction
Consona has a rich history of offering high quality software and outstanding professional services, while specializing in select industries where we offer unique, compelling and defendable differentiation. We provide unmatched functional breadth and depth within the financial services industry and will help you achieve the following objectives:

• Place the customer at the center – your customers don’t define themselves as leads, contacts, accounts or opportunities and neither should you. Define each customer as an individual and ‘hang’ every activity from one location.
• Manage complex relationships – easily build and extend multiple hierarchies with one to one, one to many and many to many connections.
• Integrate freely – robust architecture was originally (and still is) built as an integration platform so you can centralize content from multiple legacy systems including the capture of 3rd party demographic information.
• Market and cross sell effectively – combine resolution flows, scripts, marketing campaigns and advanced knowledge management to highlight opportunities to expand your presence within profitable households.
• Automate routine activities – realize efficiency gains in completing account originations, credit card applications, loan approvals and more.
• Convert leads to customers – track each opportunity individually, manage cross-departmental efforts and execute pre-defined scripts.
• Target at risk clients – identify customers that need attention, the reasons why and suggested actions to re-establish the relationship.
• Provide self-service options – establish the ability for customers to access information, get answers and complete basic tasks without your assistance.

To learn more about the product suite leveraged by leading financial service enterprises, please click here to contact us. You can also read our case studies to hear from customers on their most recent success stories using Consona CRM implementations.

Key Benefits Know your client Empower top producers Manage complex relationships Market and cross sell effectively

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