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Retail CRM

The Global InfoTech Retail CRM platform enables commercial banks to enhance customer experience and refine management practices. By empowering relationship managers, it helps banks achieve competitive advantage in an increasingly challenging market landscape.

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Key Pain Points Addressed
Product Features
Product Advantages
Why Choose Us
Related Solutions
Home Product Solutions Retail CRM

Key Pain Points Addressed

Fragmented and unsophisticated customer management

Inefficient marketing management

Difficulty in achieving refined customer operations

Unstandardized sales management

Inaccurate performance evaluation

Poor system integration

Product Features

Feature Details
Establish a comprehensive customer tagging system to build customer profiles and analyze key characteristics.
Implement precise enterprise-level marketing through customer segmentation (high-value, potential, and churn-risk groups) and event-driven insights.
Leverage digital analytics to model customer behavior data, enabling personalized service design and targeted delivery based on needs and preferences.
Enhance relationship management with intelligent tools such as customer recommendations, potential customer identification, churn risk alerts, task notifications, service plan generation, contact planning, and risk warnings.
Support decision-making with multidimensional analysis of banking operations, marketing activities, and customer management to improve strategic and operational effectiveness.

Product Advantages

Professional consulting and service expertise

Experienced implementation teams

Proven track record with similar projects

Intelligent application enablement

Comprehensive and practical solutions

Leading technical architecture

High parameterization and flexible customization

Adaptability for multi-legal-entity management

Why Choose Us

Complete fintech service ecosystem

01

Strategic Alignment: Empower banks’ digital transformation and match long-term growth strategies

02

Business Enablement: Address core pain points and improve operational management efficiency

03

Technology Assurance: Advanced architecture enabling flexible scaling and business adaptability

04

Service Advantage: End-to-end professional services ensuring successful implementation

05

Cost Efficiency: Optimize resource allocation and reduce overall costs

06

Brand & Case Endorsement: Industry recognition and proven references safeguard cooperation value

Related Solutions

Retail CRM

The Global InfoTech Retail CRM platform enables commercial banks to enhance customer experience and refine management practices. By empowering relationship managers, it helps banks achieve competitive advantage in an increasingly challenging market landscape.

Corporate Banking CRM

The Global InfoTech Corporate Banking CRM platform empowers relationship managers to improve sales capabilities and performance. Through digital, intelligent, and scenario-driven applications, it helps commercial banks gain a competitive edge in a highly dynamic market environment.

ECIFEnterprise Customer Information File (ECIF) System

The Enterprise Customer Information File (ECIF) system is designed to establish a unified customer information management framework across the bank. It effectively promotes the standardization of customer information, consolidates customer data, and establishes a robust data quality assurance mechanism. The system supports real-time, enterprise-wide sharing of customer information, enhancing the business value of customer data management.

Internet Lending System

Built around workflow-driven design and centered on risk management, the platform leverages a comprehensive tool stack to create an Internet lending operations platform that fully integrates online credit businesses.
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