CRM For Financial And Banking Sector

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

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

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

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:

Significantly improve the level of loyalty among your clients, in this way expanding your customer base and increasing profits

Enjoy much higher operational efficiency that gives your business an additional value

Streamline various processes within your company, getting the most out of every minute

Enhance cross-sell and up-sell opportunities

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.

Customizable Website Hosting Platform for Insurance Agents

Managing Insurance Agents Made Simple! Discover how our admin portal streamlines agent management for our client's B2B insurance platform.

Data Analytics Platform for Companies Operating on the Nigerian Financial Market

Our latest project in the fintech domain transformed financial management in Nigeria! Discover how we tackled challenges and delivered a game-changing solution.

Medical Diagnosis System for European Mental Health Clinics

Development of a web solution benefiting clinics working with schizophrenia patients.

Software for Processing and Management of Securities for a Global FinTech Company

Corporate Actions Processing solution had to provide complete, end-to-end management of the corporate actions lifecycle covering a wide range of different processing phases for an event.

Gamification Solution for Retailers Worldwide

A marketing agency came to Elinext with the goal of updating an existing solution that allows users to play games and attract customers to visit brick-and-mortar facilities.

Update of Uk-Based Crypto Digital Bank

Elinext team updated a UK-based crypto digital bank. Check it out!

Platform for Mental Health Counselling in Canada

Last year we developed a counselling platform for digital mental health services in Canada.

Donation Management System for Non-Profit Organizations in the USA

In this case study, we show how to create a platform made to connect charities and their donors. Check it out!

Product Research Platform for a Swedish Startup

Elinext has designed a platform specifically tailored for conducting marketing product research among consumers, with a focus on large companies spanning diverse business sectors such as food and beverage, entertainment, and more.