Financial Services

The market - your customers


The consolidation phase in the sector of financial service providers, above all banks, is the clearest sign for the change of the industry. Demanding, informed and price sensitive customers demand a re-thinking of the service providers, who were once so powerful.

One of the many challenges is using new media, such as the internet, as a channel to the customer and not to allow it to become a threat for the company. Thanks to the corresponding systems and processes, a further chance is to acquire customers in a direct manner from the product portfolio, which is often very diversified, and at the same time to ensure a standard customer approach.

 

Sensix supports you with your CRM initiatives and with the targeted implementation of your CRM processes which are specific to the industries, such as

  • comprehensive customer data management
  • multidimensional, future oriented "what if" requests
  • simple implementation of target group marketing
  • Multi channel management
  • Customer value management
  • simple inclusion of credit worthiness assessments
 

Your advantages

  • Differentiation by individually approaching customers
  • increase customer loyalty, prevent losses of customers
  • Exhausting cross selling potentials
  • efficient allocation of internal resources (according to customer value)
  • increasing the frequency in approaching customers
 

References

With the experience of numerous projects in the financial services industry (e.g. Raiffeisen Leasing, Austrian Volksbanken AG) Sensix is the designated partner for CRM in the banking and financing sector
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"The investors and their needs are at the focal point of our highly customer oriented support, and a qualitatively high support standard is a matter of course for us. We could implement these demands in our project on the one hand with the flexibly adaptable and user friendly Microsoft Dynamics CRM and on the other hand with Sensix, a project partner with many years of experience, flexibility and very good know-how."

Michael Böhm,
Client Services, smn Investment Services GmbH