Home | Contact | Sales | Support

QUICK LINKS

Have a Question?

Ask the GaleForce Solutions team a quick question and we'll get right back to you.

GaleForce eNews

Keep up to date with GaleForce Solutions and CRM for Financial Services news. Click here to subscribe now.


PARTNERS



MS-CRM Retail & Commercial Banking - Microsoft Certified CRM for Banks & CRM Banking

GaleForce CRM for Banking is an out-of-the-box CRM solution designed specifically to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.

The solution draws on enterprise-wide core processing and transaction systems to provide retail staff holistic views of customer information, allowing relationships to be deepened, and facilitating upsell and cross-selling opportunities.

Commercial lenders can use the solution to gain insight into customer product and service usage, creating a platform for deep interaction.

Enterprise modules are also available to further extend GaleForce CRM for Banking functionality.

Best of all, GaleForce CRM for Banking works the way you work - within Microsoft Outlook, integrating industry-leading CRM in the first application you and your staff open every day.

Key Benefits of GaleForce CRM for Banking


  • 360-Degree Client View: All customer information including preferences, transactions, holdings, and communications history are captured and managed within a single interface.

  • Manage Leads & Opportunities: Define key sales cycle and status criteria in CRM, and use the system to automate sales cycle activities, such as call lists and plans, marketing activities, and follow-up actions or tasks required.

  • Automate Team- and Role-based Processes: Use extended functionality and features to associate permissions and access to critical data to specific members of your organizations, and automate sales processes within the system.

  • Generate Executive Reports: Create custom reports, summarizing sales and marketing activity based on the specific needs of your management team.

  • Regulatory Compliance & Security: Use Auditing and Field Level Security Enterprise Modules to ensure your organization can maximize the sophistication by which it shares and manages client data, while complying with industry regulations and privacy legislation.


Find out more about the out-of-the-box CRM solution for Commercial and Retail Banking by scheduling a Live Meeting webcast.

RELATED INFORMATION
Privacy Policy | Site Map | Copyright ©2008 GaleForce Solutions Inc.