AuroCRM for Finance helps to convert your sales emails into leads. You can incorporate your own banking VoIP system when it comes to making phone calls within the CRM, or choose from a variety of integrations that come with a suitable CRM for financial services. When the leads are added to the CRM, you get a 360-degree view of the lead profile, including a detailed overview of engagements or interactions you have had with them through email, telephone, and sales activities.
Analyze deals by gaining insight into different metrics such as product sales, total account value, loans by source, monthly phone calls, and accepted loans. While the reports in AuroCRM allow you to assess your business and team performance, the dashboard allows you to compare reports. You can compare stats like sanctioned loans in the current and previous year, deposits by source and region, among others. Accessing reports gives you daily insight into how your business is doing.
Let's say you got a new customer with a savings bank account. You may find they are qualifying for a personal loan, credit card, or more after a certain time, based on their spending patterns and activity history. It is not possible for customer service reps or agents to remember the customer history, activities, and buying patterns of every client. Alternatively, you can set up a workflow and send automated emails to customers to recommend other suitable products.