With the continuous development of China's economy, the financial industry is developing faster and faster. Financial service industry has become the blood of modern market economy and an important field of optimizing the allocation of various social resources in the form of money. Nowadays, the financial service industry is facing huge development opportunities brought by high technology, as well as industry challenges and fierce competition from high-tech enterprises and comprehensive service institutions. Therefore, the traditional financial service industry needs digital transformation and creates competition barriers. More and more enterprises will adopt financial CRM system to implement customer strategy and process management, which is an important way for financial service industry to realize its own optimization and development. Faced with the sharp increase in customer resource value utilization demand and the huge customer base and customer range of financial enterprises, product maintenance and customer tracking will also face unimaginable complex processes. Therefore, choosing the right CRM system for financial enterprises has become the key to success. Appropriate CRM can be used as a catalyst, so that enterprises can gain a foothold in the industry more quickly, which is equivalent to a bridge and send enterprises to the peak of success.

RUSHcrm customer relationship management system crm solutions for the financial industry are as follows:

1, accurately locate customers

Enterprises need to locate and classify customers when serving them. The key to positioning customers is to find the core value of the target customers, which is what the target customers want most. Therefore, customer orientation has found their most important core concern, which is product quality, service or economy. According to different consumer groups, Rushcrm customer management system can help financial enterprises quickly find the core concerns of customers and promote sales.

2. Unified management of marketing activities

Rushcrm customer management system provides a perfect marketing activity management process, such as activity budget, activity process and details, activity effect, etc. RushCRM system collects the customer information of the front line of activities, counts the number of potential customers, intended customers and clinched customers, calculates the customer conversion rate, analyzes the characteristics of target customers through data, optimizes the marketing strategy and improves the return on investment.

3. One-stop financial product management

Rushcrm provides a product management module, which can input various product information such as funds and loans, including the rate of return, investment projects, whether to make an appointment, etc. , record the product shelf state and time, operators, etc. , and clearly display the amount, installment, existing customers, remaining amount and other information of each product. Convenient one-click query and management.

4. Customer contract management

Contract orders in the financial industry are different from regular product orders. Contract orders in the financial industry usually correspond to service plans or repayment plans. Rushcrm customer management system can customize and set calculation formulas according to the contract, such as calculating interest, calculating product yield, and summarizing the total principal and interest. Clearly record the reinvestment/renewal date, interest payment date and amount, etc. , timely remind products of expiration, automatically update the contract payment status, automatically remind sales to follow up when the contract expires, and support one-stop services such as classification and uploading of various vouchers and documents.

5. Customer data analysis

Rushcrm provides diversified data reports, and through multi-dimensional analysis of customer information, products, delivery cycle, customer risks, etc., it realizes accurate product push to target customer groups, thus promoting secondary transformation.

RUSHCRM customer management system is a customizable application platform, which uses mobile phones, web pages and computers to manage customers in an all-round way and protect enterprise resources from loss.