Deliver Exceptional Financial Services with Financial AuroCRM

Glance at Our Features

Managing Lead Data

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.

Measure Business Performance

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.

Enhance Cross-selling and Upselling Opportunities

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.

Ensure Compliance Regulation

Choose from a wide range of deployment solutions to match your organizational and regulatory requirements for data residency. Implement a security model that meets the requirements for data sharing and visibility. Auro Finance CRM also identifies areas with potential ``like coverage gaps``. Here partners, financial experts, and sales teams can collaborate and work as a joint team. They can contribute effectively to each sales pursuit with the help of their knowledge and expertise.

Quicker Turnaround Time

Creating a great customer experience is about maintaining quality across touchpoints within your business. Customers come back with numerous questions and demands – they might need a new credit card, they need a new pin, they want an odd transaction to be checked, and so on. By integrating AuroCRM with a support software, you can guarantee that you have context about the customer’s previous interactions with your company. This will ensure you identify customer issues and resolve them more effectively.

Nurturing Customer Relationships

A good Finance CRM software allows you to reach hundreds of customers with tailored, customized ads and emails to build a good relationship with your customers and create brand loyalty. Whether it's wishing them for their birthdays and anniversaries or giving them specific product or service e-mails, customization can go a long way in making customers feel that you care about them. It increases their affinity towards your brand since you are maintaining their interests rather than simply selling to them.

Our Core Expertise

Wealth and Asset Management
  • Deliver the custom engagement, proactive advice, and goal-based planning that customers want. AuroCRM helps consultants create a wealth of new possibilities by creating better partnerships with each and every customer.
Banking
  • Retail and business bankers have access to the profiles of rich consumers across all products and business lines. Employees can identify new opportunities with strategic insights to reach clients, turn more leads, and build life-long customers.
Insurance
  • With AuroCRM, you can change your organization from policy-centric to customer-centric and make it more effective. Capitalize on new sales opportunities by centralizing policyholder information in a single repository.
Institutional Markets
  • The most influential investment banks in the industry count on AuroCRM to help them work together securely and streamline customer engagement.

Finance CRM Highlights

Sales Proposals and Forecasting
  • Manage consumer incentives & send proposals with opportunity, anticipated date & pending payments.
Upsell & Cross-sell
  • Upsell & Cross-Sell other similar products such as home loans, insurances & other services.
Telecaller Performance
  • Measure the performance of tele-callers by tracking new calls daily; follow up calls, fixed sales visits/meetings, conversions, etc.
Personalized Communications
  • Send automated & manual SMS and email communications. Send custom birthday, anniversary wishes to clients & prospective buyers.

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