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FINANCIAL SERVICESBY
Rakshit Narayanan
Prakhar GuptaSmriti Bhandari
Mayank Singh
Sayim Qureshi
Swati Mittal
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INTRODUCTION
Financial servicesrefer to servicesprovided by the finance industry.The finance industry encompasses abroad range of organizations thatdeal with the management of
money. Among these organizationsare banks, credit card companies,insurance companies, consumerfinance companies, stockbrokerages, investment funds and
some government sponsoredenterprises.
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TYPES OF FINANCIAL SERVICES
Banking
services
Issuance ofcheckbooks
Providepersonal
loans,
commercialloans
ATMs
Foreign
exchange
services
CurrencyExchange
ForeignCurrencyBanking
Wiretransfer
Investment
services
Asset
management
Hedge fundmanageme
nt
Insurance
Insurancebrokerage
Reinsurance
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Extending CRM into multiple media means integrating the front office with
different communication channels
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IMPACT OF CRM
Benefits of Using CRM inBanking Industry
Provide better customer balance
Increase customer revival
Discover new customers
Helps sales staff close deals faster
Making banking operation moreefficient
Simplify marketing and salesprocess
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Organization Without CRM
Unsatisfied Customer
Low customer retention
Low sales
In efficient BankingOperations
Complexity
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CRM Strategies Adopted in Banking Sector
One-Stop Financial Supermarket
Right service is offered to right customers
Increasing the Number of Delivery Channels to the Customers
Shifting customer access to lower cost channels can help inbring down the operating cost
The Real Time Gross Settlement (RTGS), CBS (Core BankingSolution)
Customer Value Management The main thrust of CRM is to develop new products, render
value creation, gain market leadership and spread risks andvulnerabilities besides facing competition
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Utility of CRM in Banks
Campaign
Management
Customer
Information
Consolidation
Marketing
Encyclopedia
3 6 0-degree
viewof
company
Personalizedsaleshomepage
Leadand
Opportunity
Management
Activity
Management
Contact
Center
Operational
Inefficiency
Removal
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CRM Business Model
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Customer management assessment tool
Assessments bring together a range of tools and methodologies that provide a
detailed, objective, benchmarked assessment of an organizations capability to
effectively manage its customers.
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Benefits of CRM
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HISTORY
http://www.appuonline.com/appu/investmen
t/about.html
http://www.google.co.in/search?q=history+of
+financial+services+in+india&hl=en&tbs=tl:1&
tbo=u&ei=QibQTP35I4WavAOAzOz0BQ&sa=X
&oi=timeline_result&ct=title&resnum=11&ve
d=0CEYQ5wIwCg
http://www.appuonline.com/appu/investment/about.htmlhttp://www.appuonline.com/appu/investment/about.htmlhttp://www.appuonline.com/appu/investment/about.htmlhttp://www.appuonline.com/appu/investment/about.html