FINANCIAL SERVICES CRM EDITION
ONLINE CRM FOR FINANCIAL SERVICES COMPANIES

    Afxisi Financial Services CRM Software Edition helps some of the largest commercial and retail banks, investment bankers, asset managers and insurance companies manage and automate front to back office processes so that staff are freed to focus on core activities such as increasing customer share, growing assets under management, creating wealth, ensuring regulatory compliance and expanding customer relationships.

The Financial Services CRM software edition delivers a pre-built industry specific on-demand solution to achieve key competitive advantages:

• Make use of a 360 degree holistic customer view at every customer touch point to identify renewal processing, complimentary solutions, financial product promotions, cross-selling and up-selling opportunities, and other value added recommendations
• Integrate better customer and household information with line of business financial products and customer portfolios in order to succeed in converting more referrals, growing customer share and increasing customer longevity
• Leverage proven selling methodologies, systemic sales processes and a searchable library of best practices to increase sales conversion rates, sales person quota achievement and predictable revenue growth

FINANCIAL SERVICES CRM

    Financial Services CRM provides at-a-glance viewing of the complete customer relationship along with insight into the customers portfolio, history, household, objectives, risk tolerance and interests. Centralized book of business and customer information enables staff to provide proactive product and policy management, easily create new quotes, automate renewal processes, grow the customer relationship and increase customer share.

360 DEGREE CUSTOMER VIEW

    Customer knowledge provides the single-greatest path to profitable organic growth in the financial services industry. The Financial Services Edition provides complete front-to-back office client information in a centralized 360 degree customer view. With one integrated system, staff view all client marketing interactions, sales communications, customer support incident history, client contacts and preferences, client documentation, complete purchasing history and outstanding sales and receivables information.

HOUSEHOLD MANAGEMENT

    Household account viewing consolidates contacts, activities, portfolios and opportunities into a central household view in order to provide a more thorough understanding of each customer's single household financial position, risk tolerance, goals and synergistic line of business cross-sell opportunities.

PORTFOLIO MANAGEMENT

    Financial Services portfolio management displays all of an account's or household's financial products and consolidated position in a single view. By providing a single 360 degree financial product sales history and product portfolio view, financial services staff can schedule renewal processing, identify complimentary solutions, logically promote cross-selling and up-selling opportunities and have the insight to make comprehensive recommendations.

MORE EFFECTIVE SELLING

    Only Afxisi provides native support for individual (consumer) account profiles, selling methodologies and structured sales processes. Opportunity management advances well beyond opportunity identification. The sale opportunity scorecard provides financial services sales professionals with a fact-based scoring method to quickly qualify sale opportunities and identify those which can be predictably won. The opportunity strategy then provides a comprehensive framework and roadmap for sales strategy, execution, progress measurement and predictable results. Providing a proven and repeatable sales process increases sales win rates as well as institutionalizes the framework for success so that less experienced sales people can replicate the same systemic actions, patterns and behaviors as the organization's most successful producers.

SUGGESTIVE SELLING FOR INCREASED CUSTOMER SHARE

    Financial services organizations must make the most of information available via customer interactions by systematically obtaining, maintaining and sharing it across all customer touch points and organizational locations. Growing customer loyalty, profitability and longevity are critical success factors. Growing customer profitability means more effective touch points, more cross selling of financial products and greater customer share.

REFERRAL MANAGEMENT AUTOMATION

    Financial Services CRM provides the most comprehensive referral management in the online hosting industry. Customer and sale opportunity referral designations can be linked to other customers, staff, departmental operations, marketing campaigns and other user-defined referral sources. Referral workflow can automatically forward customer opportunities to the right destination based on customer type, financial product, location or other user-defined variables. Referral tracking provides an audit trail of past referrals and referral reporting provides real-time information and analysis of referral participation and effectiveness.

GRAMM-LEACH-BLILEY ACT (GLBA) COMPLIANCE

    In the highly competitive Financial Services environment, regulatory requirements and privacy concerns share top priority with customer satisfaction. Afxisi is the only online CRM application certified for Gramm-Leach-Bliley Act, Title V, Subtitles A and B compliance, NIST and ISO 27001.

BEST PRACTICES SUPPORT

    In an increasingly competitive environment, sales and customer service mistakes come at a higher price. Financial services organizations who fail to document customer facing processes and procedures extend user learning curves, repeat mistakes, miss sale opportunities and erode customer confidence. The web-based Content Management System (CMS) is a knowledge-base which delivers financial institution specific instruction, processes and best practices for consistent performance and a simplified user experience. Financial services best practices and company specific procedures can be created and linked to CRM processes in order to complete tasks accurately and consistently.

STAFF PRODUCTIVITY AND ROI

    Organizations don't achieve ROI by putting data into a system. They achieve ROI when manual business processes are automated and productivity increases. Business process automation is the answer to the question of how to do more with less. Only Afxisi Financial Services CRM provides a Workflow Designer to permit the custom configuration and automation of referral forwarding, process approvals, alert notifications, automatic renewals and other user-defined activities. By empowering users to automate otherwise manual activities, Afxisi raises the CRM system value, payback and ROI.

BUSINESS INTELLIGENCE

In order to accommodate users who want quick and simple custom reports in a matter of a few minutes, as well as users who desire reports based on multiple-dimensions and complex logic, Afxisi delivers a Business Intelligence suite which includes the Visual Report Writer, the Data Warehousing Suite and Dashboards.

• The Reports Library provides on-demand reporting for managing information, people, time and projects. Billable hours, staff utilization, staff realization, project margins, client profitability and other reports provide drill-down analysis, slicing and dicing of data and exporting to Excel, PDF, XML or other file formats. Reports may be customized or new reports created with the Visual Report Writer
• The data warehouse and OLAP (Online Analytical Processing) suite permits drag-and-drop manipulation in order to instantly understand the causes, effects and impacts which most influence the reporting results
• Dashboards deliver key performance indicators, visual diagrams and pro forma modeling in to facilitate action-based information. Dashboards and the BI suite focus on clarifying the difference between what information is available and what information is really actionable, deciding how to apply that information and take directive as a result. Afxisi BI transforms raw data or consolidated columnar reporting into the graphical visualization of trends and patterns readily visible and actionable. BI is the tangible means to turn information into actionable outcomes. Afxisi is the only hosted system which provides a BI suite and forward looking reporting

ADDITIONAL BENEFITS

• Customer Satisfaction Continual Improvement The CRM systems provides manual or automated customer survey distributions and tabulations. Alert e-mail notifications can automatically initiate based on specified survey response results
• E-mail Integration The CRM system provides synchronization of e-mail, contacts, appointments and activities with MS Outlook, Lotus Notes, Blackberry, Palm and Pocket PC
• Offline Edition for Portable Data The Offline Edition downloads the online system to an encrypted laptop PC, tablet PC or Pocket PC so that users remain productive even when they are not connected to the Internet. Offline Edition allows users to take, use and update their account information while offline and then simply synchronize with the main system during the next login
• Demonstrate Compliance The complete customer record history and audit trail is automatically retained in order to provide visible and verifiable internal controls for policy, contractual or statutory compliance
• Document Library The Online Document Library provides a central repository of documents, forms and other files. By using a central medium for document control, the most current document versions are always utilized and document security, history and audit trails are maintained
• Simple Customization PSA screens can be modified on demand to add new fields, remove unnecessary fields, change field attributes and position all fields and the entire page layout in the way that makes the best sense and supports the greatest ease of use. Customization is done with a visual drag-and-drop designer by system administrators. Programming and confusing syntax are not required

The Financial Services CRM software edition stands alone as an online, hosted and subscription-based software solution which achieves key competitive advantages, including using a 360 degree customer view to maximize policy or product renewals, identify financial product promotions, recognize complimentary solutions and promote value added cross-sell and up-sell opportunities.