Financial services CRM (customer relationship management) is a type of CRM that is specifically designed for the financial services industry. It helps financial institutions manage their customer relationships and track their interactions with customers. Financial services CRM systems can be used to manage a variety of tasks, including:
- Tracking customer contact information
- Managing customer accounts
- Tracking customer interactions
- Providing customer service
- Generating marketing campaigns
Financial services CRM systems can help financial institutions improve their customer service, increase their sales, and reduce their costs. They can also help financial institutions comply with regulations and improve their risk management.