CRM for Financial Services
Financial service is a highly competitive and complex industry where integrating systems and retaining customers is a key challenge. Whether you are in banking, insurance, wealth management or credit services, Zoho CRM for financial services offers an integrated financial system for building sustainable customer relationship, improve profitability and enhance business efficiency.
Our CRM offers a comprehensive overview of your customers and their history, helps identify high-value clients, create laser targeted offers to take your business to the next level. Our CRM empowers teams to assess customer health to ensure efficient collection thus improving your bottom line while giving customers a ‘wow’ some experience. CRM enhances internal collaboration within the business across geographical locations to ensure efficient follow up of leads. CRM streamlines and automates repetitive tasks in the front, back and middle office to enable your team to focus on core business.