Increased Employee Productivity
All information is centralised within a single solution, making it easy for employees to access the information they need.
Strengthen Customer Relationships with BAFINS-CX
The Next-gen CRM built on Dynamics 365
BAFINS-CX: Next - Gen Financial Services CRM
Banks and Financial Services organizations thrive on nurturing long-term relationships with their customers. Customer satisfaction, and the ability to cross-sell and up-sell are vital to these businesses. BAFINS-CX, built on Microsoft Dynamics 365, is tailored to the needs of banks and financial services organizations. It empowers professionals in the financial services sector, across various functions -Sales, Customer Service, and Marketing by providing actionable insights, streamlining processes, and enhancing customer relationships.
BAFINS-CX Capabilities
Customer 360 | Escalation Matrix | Social Media Connectivity & Sentiment Analysis | Omni-channel integration | Enhanced & Curated Case Management | Recommendations Engine | Churn Analysis | Notifications Management | Dashboards & Reports
Customer 360
Get a comprehensive view of each customer with centralized customer data...
Customer 360
Get a comprehensive view of each customer with centralized customer data, enabling a holistic understanding of their preferences, behaviors, and transaction history. Empower your teams to deliver personalized services, build stronger relationships, and drive customer satisfaction.
Escalation Matrix & Notifications
Define escalation paths and SLAs to address customer concerns effectively...
Escalation Matrix & Notifications
Enable timely and efficient issue resolution. Define escalation paths and SLAs to address customer concerns effectively. Ensure quick identification and resolution of escalated issues, minimizing customer dissatisfaction and reinforcing trust. Keep customers informed and engaged with timely notifications. Configure and automate notifications for critical updates, offers, or personalized messages.
Social Media Connectivity & Sentiment Analysis
Stay connected with your audience through various social media channels...
Social Media Connectivity & Sentiment Analysis
Stay connected with your audience through various social media channels, including Facebook, Instagram, and X. Leverage sentiment analysis to analyze the tone, context, and emotions conveyed in customer communications. The system categorizes sentiments as positive, negative, or neutral, enabling proactive responses and tailored services.
Omnichannel Experience
Deliver a seamless and consistent experience across all channels...
Omnichannel Experience
Deliver a seamless and consistent experience across all channels. Whether it's Social Media, WhatsApp, IVR, or SMS interactions, this feature ensures that customers receive a unified experience, fostering loyalty and satisfaction. Enhance real-time customer support through live chat features, fostering immediate and personalized interactions.
Enhanced & Curated Case Management
Streamline case creation, assignment, and resolution...
Enhanced & Curated Case Management
Streamline case creation, assignment, and resolution. This feature enhances efficiency, reduces response times, and ensures that each case is handled effectively.
Recommendations Engine
Leverage intelligent recommendations and provide personalized...
Recommendations Engine
Leverage intelligent recommendations and provide personalized product or service suggestions based on customer behavior, preferences, and historical data. Tap cross-selling and up-selling opportunities to maximize revenue and customer engagement.
Enhance customer loyalty & Wallet Share with BAFINS-CX
Microsoft Dynamics 365 CRM for financial services key features
360° View of Client
Gain a complete view of customers with centralized data, enabling personalized service, stronger relationships, and enhanced satisfaction.
Streamline Operations
D365 for Financial Organisations automates repetitive tasks and workflows, reducing manual effort and increasing operational efficiency.
Customisable
Our solutions are built to spec, ensuring that regardless of complexity, our system precisely supports your organisation in the way you need.
Increase Sales
Leverage advanced reporting and insights to help identify new business opportunities and potential revenue streams.
Enhanced Customer Satisfaction
Highly personalised marketing campaigns and advanced customer service capabilities increase customer satisfaction and loyalty.
Transforming Customer Experiences
Better CSAT
Expect to see higher CSAT with call outcomes by improving agents' access to internal collaboration tools
Reduced TAT
Improved agent productivity results in a decrease in average agent handling time
Increased Customer Reach
Integration with various social media platforms enables customers to reach out through their preferred channel
Better Visibility
View all the transactions and activities performed by any customer, including all the cases (requests/complaints) create
Seamless Integration
Enable collaboration by integrating BAFINS-CX with your existing systems
