Case Study Security Bank

Security Banner

Highlights Highlights

  • 5800 +

    Users

  • 650 +

    Branches

  • 100+

    Touchpoints Integration

Business Operations in Focus

what was Security Bank looking for

  • Holistic customer intelligence

  • Faster service resolution

  • Intelligent process automation

  • Reliable integrations with core and back office

  • Smart mobile application

solutions delivered

  • Faster Sales Processes

    CRMNEXT empowers Security bank to run integrated, regulatory-compliant digital account opening journeys for retail and corporate verticals with instant fulfilment capability. Security Bank users can capture leads from assisted and unassisted channels including email, social, website, campaigns, SMS, branch, contact centre, etc., or manually enter lead details. They get a comprehensive single view of the customers powered by real-time data. CRMNEXT delivers holistic contact information through contact 360 that includes demographics, preferred channels, personalized offers and more. With Account and Group 360, Security Bank gets a hierarchical grouping of corporate customer, its subsidiaries, partners, vendors and counter parties across geographies to increase revenue generating opportunities.

  • Smarter Omnichannel Service

    CRMNEXT’s Customer Data Platform delivers a rich customer 360 with a real-time display of product holdings, interactions, service requests, real-time risk rating scores and more for superior service delivery. Service teams could capture and resolve service requests from any channel including email, SMS, web, contact centre, branches etc. Security Bank can now leverage the power of 7 layers of proprietary journey and process designers to create agile and adaptive processes. CRMNEXT, with its proprietary Autonoma Integration Engine, has 2 way seamless integrations with multiple systems like FBEQ, MDW, Guava, Prospero, Esource, TSYS Prime, Euronet, Base 60/AMLA and more.

  • Mobility

    CRMNEXT enables Security Bank users to smoothly transition from any device to Mobile with the CRMNEXT app, giving them real-time access to contact history, customer interactions, recent transactions and other relevant information to help them prepare for tasks on the move. Nearby leads feature gives out an automated action nudge notification whenever they are nearby your leads to decide which hot lead to pursue first, plan their appointment schedule accordingly and increase engagement activities on the fly, significantly boosting conversions. CRMNEXT’s cogent meetings make ‘on the go’ meetings more productive by instantly setting tasks, action items and assignments.

  • Smarter Activity Management

    Security Bank users can associate engagement activities across channels including mobile, in-person conversations and emails. They can integrate seamlessly with Outlook, Google, Email and Calendar. CRMNEXT increases engagement activities with automated relationship programs and playbooks for priority customers, giving the visibility of calendars at the team level with configurable views and role-based access.

  • Reports And Dashboards

    CRMNEXT enables Security Bank users to get 50+ out-of-box reports or design custom tabular and matrix reports through the UI Reports designer in a few clicks. Users can auto-generate, schedule and trigger personalized reports based on roles and permissions via emails from a single report.

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