CRM For Financial And Banking Sector

CRM for Banking
crm financial banner

Implementation of efficient Customer Relationship Management (CRM) software is a business-critical issue that allows businesses to deal with intense competition. For two decades, Elinext teams have been delivering CRM solutions for clients operating in the banking and finance industry, ensuring their ability to connect with clients on a deeper level.

Elinext CRM Solutions for Banking and Finance

Solutions
At Elinext, we provide CRM development services for Commercial Banking, Retail Banking, Capital Markets, and Wealth Management organizations. Our custom CRM solutions enable financial services providers to successfully manage customer relationships across all channels and touchpoints.
CRM for Midsized and Large Banks
/ 01.
Elinext teams develop CRM solutions for midsized and large banks and integrate them with other banking systems and platforms to ensure our clients’ successful performance on the competitive market.
CRM for Community Banks
/ 02.
At Elinext, we emphasize the importance of developing software that will allow our clients to personalize services and product offers and gain a competitive advantage.
CRM for Credit Unions
/ 03.
Solutions we develop allow our clients to take a step towards personalization of services, increase customer satisfaction, and become more trusted advisors.

Elinext Development Services for Banking

Services
When developing CRM solutions for banking, Elinext places a great emphasis on:
/ 01.
Customer Segmentation & Analytics
/ 02.
Fraud Detection
/ 03.
Risk Management
/ 04.
Financial Analytics
Customer Segmentation & Analytics
Offering opportunities for behavioral segmentation, our solutions significantly increase the efficiency of marketing campaigns, allow creating personalized loyalty programs based on card usage habits, and optimize pricing strategy.
Fraud Detection
Covering each phase of the analytical fraud detection — from the calculation of statistical parameters to the validation of entry dates — our fraud detection banking software offers a real-time, secure and cost-effective way of predicting, preventing, detecting, and mitigating fraud cases.
Risk Management
Our experience includes delivering software that enables contemporary risk analytics, credit risk assessment, liquidity risk evaluation, and reduction of the retail home lending risk.
Financial Analytics
Elinext offers its expertise in developing 360-degree view analytics solutions that unleash the power of understanding financial numbers, delivering accurate data with BI.
Benefits of CRM Software
Benefits
For the banking and finance companies, the implementation of CRM solutions is equal to the increased efficiency of processes and better personalization of services. With a robust CRM solution in place, you can:
1
Significantly improve the level of loyalty among your clients, in this way expanding your customer base and increasing profits
2
Enjoy much higher operational efficiency that gives your business an additional value
3
Streamline various processes within your company, getting the most out of every minute
4
Enhance cross-sell and up-sell opportunities
Case studies
Case studies
Have a look at Elinext outstanding projects examples that we’d like to feature for our portfolio of banking and finances sector clients.
Application for Sentiment Voice Analysis

Elinext teams faced a challenging task to develop an application with voice analysis that would provide a call center with the ability to organize the working process in the most efficient manner, by understanding what their customers and employees really feel and think.

image banner
Masternodes Investment Web Platform

Elinext was contacted by German cryptocurrency startup with a business challenge to build a platform that would allow users invest their funds into a pool of Masternodes.

image banner
Document Management System for Clinical Trials

Elinext developed a modular software platform that allows life sciences companies to streamline the execution and commercialization of global clinical trials and collaborate on partnerships while reducing administrative burdens.

image banner
Marketing App for Bars and Restaurants

The client is a startup in Germany who wanted to create a bar promotion app that connects bars and restaurants with their visitors.

image banner
Online Used Cars Auction Platform

The project is a car auction platform where B2B clients can either sell their cars directly or enlarge a car fleet with cars placed for bidding.  

image banner
Customer Service Chatbot for a US-based Hotel

Our client wanted to integrate an automated solution to its customer service department which processes a large number of requests on a daily basis.

image banner
Automated Testing of Online Website Translation Platform

The customer commissioned Elinext to perform ongoing full-cycle QA and testing of their product – a proxy-based website localization software, available in cloud and on-premises versions.

image banner
Hedge Accounting Software for US-based Risk Management Consultanting Agency

Our main task was to come up with an efficient and automated management solution helping to mitigate foreign currency risks.

image banner
AI-powered Network Monitoring Software for a Global Supplier of Telecom Infrastructure Solutions

Elinext developers and QAs have been involved in serious rework and refactoring of UI approaches, implementing integration with about 15 third-party products, adopting serious quality control processes and standards, developing and improving a great number of complicated algorithms and applications.

image banner
Advanced Insurance CRM system

CRM had to be able to import financial data (customers’ transactions, daily prices, CUSIPs, etc.) and use them for calculation of customers’ account balances, bank commissions, etc.

image banner
Contact Us
Contact Us