The large bank and systemically important financial institution offering to its customers more than 100 types of banking products and services. Total assets 12bln USD, 83 000 corporate clients.
- The effectiveness of the manager with the portfolio of clients.
- Daily performance indicators.
- Sales funnel.
- Time tracking.
- Payroll calculation.
- Calculation of payments and benefits.
- Calculation of deductions.
- Calculation of taxes and fees.
- Staff reporting.
- Automation of the B2B sales approach for VIP and large corporate clients.
- Automated sales funnel.
- The implementation of the Automated Credit Conveyor.
- Analytics on CRM processes for managerial decision- making.
- A system of corporate and VIP sales has been brought to a high level, personal work with clients has been personalized.
- Automated the process of lending to small businesses and by several times reduced the time for making decisions on loan application.
- Automated processes of client management in the corporate sector.
- On line analysis of the sales funnel.
- Real-time reports on the performance of managers with the portfolio of clients.