Innovate and continually adapt to changes in the industry
A next generation approach to banking
In today’s digital age customer expectations have changed and banks are struggling to keep up. People now expect the same customer experience from retail banking as they get from major retail brands. The appeal of financial services catering to today’s individuals, fully based on technology, is huge and they are winning new customers through their digital channels. The new normal of personalisation, engagement, digitised services, and constant innovation, is essential for banks to maintain and grow their customer base. They can’t afford to act like old school traditional banks anymore.
Key Benefits >
Transform the Customer Relationship
Centralizing all of your customer data in a modern CRM the platform enables you to build a relationship rather than merely conduct a business transaction.
Understand Customer Needs
Understanding your customer’s needs enables you to meet your their expectations. When your customer chooses to interact with you, you can show them that you know who they are and that you value their loyalty.
Create an Emotional Connection
Personalize interactions and brand loyalty throughout the entire customer journey. Happy customers are loyal customers as well as your best advocates – let them promote your brand for you.
The banking industry is undergoing a transformation
Banks are facing a new reality due to rapidly changing consumer behavior. With the increase in online activity and data , it is absolutely vital for banks to be able to hold more information securely.
There is a rising trend in both the frequency and size of data breaches across multiple industries meaning keeping customers most sensitive data protected must be a top priority. Not only are financial institutions at risk of facing hefty fines for data breaches they are also at risk of losing their reputation.
Sugar is the industry’s most highly customizable CRM platform based on open technologies. Users can take advantage of the flexibility needed to truly create differentiated, winning customer experience strategies. Whether your software is deployed on-site, in the cloud, or on-demand, Sugar offers the same level of functionality, customization, and integration with 3rd party systems and tools.
Using Sugar you will be able to accomplish the following:
- Easily integrate with legacy core systems that no longer meet your requirements
- Continue to support regulatory compliance by securing your customer data
- Deploy your financial information on a software platform on-premise or on the cloud
- Easily integrate with 3rd party data sources
Deliver an immersive user experience
An easy to use CRM system will result in higher adoption, ultimately resulting in adding more value to an organisation. Designed with the individual in mind, Sugar offers the most innovative and intuitive user experience on the market through SugarUXTM. Using SugarUX’s modern and immersive interface, every customer-facing employee can effectively engage with customers benefiting from a consistent experience regardless of the access point or device used.
Embedded collaboration tools help break down departmental silos and increase engagement and service levels. Best of all, Sugar provides contextual intelligence from internal and external data sources all within a single dashboard—to drive more actionable insights for every user.
iZeno is the only Elite Partner of SugarCRM in Singapore, with over 10 years of success implementation and delivery. We work with companies & organisations to build a 360 overview of their customers (internal and external) and optimize their sales, marketing and support processes using SugarCRM and also integrates with many other solutions such as Hootsuite, Moobidesk, Zendesk, Xero and legacy core systems to drive business outcomes.