CRM for Banking &
Financial Services.
In financial services, the distance between customer expectation and delivery is the market. Claritas™ closes that distance — a flexible, fully customisable platform calibrated to the regulatory and operational discipline the industry demands.
What is Claritas™ CRM?
An integrated, customer-centric platform that manages, tracks, and stores information on every existing customer and new prospect. Claritas™ helps financial institutions drive growth by orchestrating technology, data, process, and people — aligning marketing, sales, and service across every customer touchpoint under regulatory constraint.
How Claritas™ serves the institution.
Single View of Customer
Build a complete 360-degree view of your customer in a single integrated platform.
Further ReadingImpactful Marketing
Automate and simplify essential marketing tasks that allow your companies to build effective campaigns and deliver the right message on the right channel at just the right time.
Further ReadingSales Opportunities
Streamline and improve your omni-channel sales process, build a sales pipeline, automate and simplify tasks and analyze sales data to increase sales conversion and enhance sales productivity.
Further ReadingService Excellence
Provide an effortless omnichannel customer experience by delivering value and improving engagement with every interaction.
Further ReadingIntegrated Contact Centre
Integrate CRM solution with contact centre systems and operations to reduce resolution time and deliver a consistent and personalised customer experience more efficiently.
Further ReadingInsightful Metrics
Turn data into useful information, enabling a snapshot of the customer, marketing, sales and service metrics that matter most to your organization.
Further ReadingWhat makes Claritas™ CRM different.
- 01Claritas™ CRM domain knowledge and understanding of the different organizations and operating models enable our consulting services to guide our clients for best practices, instead of just asking the client “what are your requirements?”.
- 02Claritas™ CRM solution is constantly evolving with new features and functionality becoming available for the clients on future releases.
- 03Fast time to market with proven track record of implementation and flexibility to adapt to a variety of needs to deliver more value for money.
- 04Established project management, implementation approach and governance methodology to ensure smooth execution of the project and ensure efficient and effective response to unforeseen changes in the implementation.
A single, 360° view of every client.
Inadequate knowledge of a customer creates a shortfall at every moment of truth. Claritas™ consolidates profiles, product holdings, service subscriptions, open cases, opportunities, service alerts, next best action, and full interaction history into a single platform — the complete picture, held to fiduciary standards.