依靠更好的服务
公司规模
Mid-size Company
地区
- America
国家
- Canada
产品
- Pivotal CRM
技术栈
- CRM
实施规模
- Enterprise-wide Deployment
影响指标
- Revenue Growth
- Customer Satisfaction
- Productivity Improvements
- Employee Satisfaction
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 销售与市场营销
- 商业运营
服务
- 系统集成
关于客户
BlueShore Financial 提供银行、贷款、投资和保险方面的专业建议。该公司管理的资产达 18 亿美元，拥有近 300 名员工和 40,000 名会员。BlueShore Financial 是一家从事金融服务业的信用合作社。该公司总部位于加拿大，非常注重提供卓越的服务和维持稳固的会员关系。该公司致力于技术创新，并不断寻求方法来加深对每个会员的了解并扩大每一种关系的价值。
挑战
建立和维护稳固的会员关系、技术创新和卓越服务一直是 BlueShore Financial 成功的核心。在竞争激烈、瞬息万变的金融服务行业中，BlueShore Financial 需要提高对每位会员的了解，并扩大每一种关系的价值。BlueShore Financial 需要更好地将服务与会员相匹配，以提高客户保留率、提高盈利能力，并在竞争日益激烈的环境中提供卓越的服务。
解决方案
这项更加个性化的服务旨在确保 BlueShore Financial 能够使用复杂的“分析”技术主动锁定金融服务候选人，而不是等待会员发起贷款、抵押或财务咨询。其理念是，通过使用年龄、家庭状况和财务前景等因素，BlueShore Financial 的员工可以建立可靠的档案，从而能够提供精准的战略性报价。最终，该系统能够提供每位会员的整体关系视图。员工可以调查会员的完整财务状况，并确定谁可能正在考虑抵押贷款或考虑退休。作为分析的一部分，BlueShore Financial 会记录会员何时在其他地方有抵押贷款或投资。然后，它可以在抵押贷款或投资期限即将到期时采取主动行动。
运营影响
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