Customer Relationship Management in Financial Services
By FINEOS

This White Paper is available as a PDF: FINEOS_CRMinFS.pdf

Summary:

Financial services organizations are rushing to become more customer focused, and a key component of many initiatives is the implementation of CRM software. Most institutions take a rather narrow view of CRM and as such the benefits have been limited. This paper presents a framework that is based on incorporating e-business activities, channel management, relationship management and back office/front office integration within a customer-centric strategy.