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Bank Retail CRM Solutions

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Program introduction

Bank Retail CRM Solutions

With the gradual opening of the financial market and the gradual implementation of interest rate liberalization, banks are facing fierce competition from domestic and foreign financial institutions. In an era of gradually saturated market, increasingly fierce competition and rapid product homogeneity, customers have become a crucial factor for the sustainable development of banks. The retail CRM system will help each customer operation and management department of the bank to build the ability of refined customer management, the ability of enterprise collaborative marketing and sales management, the ability of comprehensive collaborative service, the ability to standardize daily work, the ability to double-assess performance and work, and the ability of customers , marketing, service theme analysis and decision support capabilities and other six major capacity systems.

Scheme Architecture

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Product Features

Data Integration: Building a 360-degree View of Customers

Fully integrate fragmented data from many platforms of the bank to form a complete 360-degree view of customers, carry out normalized maintenance of effective customers, maintain regular and directional contact with customers, and realize daily operations for customers. Carry out data mining and analysis over a certain period of time;

Channel integration: seamless connection between different channels

Based on the mainstream B/S architecture, it is built with the current popular big data platform, distributed micro-services and other technologies, and has the characteristics of high stability, high reliability and high scalability;

Customer classification: circle classification, differentiated management

By analyzing the attributes, behaviors, needs and other information of customers, seek the individuality and commonality among customers, and classify and classify customers;

【Constructing customer portraits: differentiated maintenance and precision marketing】

Build a comprehensive customer portrait from the customer's basic information, behavioral information, and psychological information. After forming customer segmentation profiles, help banks to tap customer needs based on customer profiles, effectively integrate product services with customer needs, match target customers, and achieve differentiated maintenance and precision marketing for different customer groups;

Application scenarios

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case

Investment and financing platform of a large commercial bank

A city commercial bank supply chain financial platform

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Headquarters: Shenzhen

Address: No. 6, Haitian 1st Road, Binhai Community, Yuehai Street, Nanshan District, Shenzhen

27th Floor, East Tower, Baidu International Building

Contact information

Contact:0755-26658232

Mail:business@omcube.com

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