Banking Accelerator for SugarCRM
Empowering Financial Institutions with Streamlined Sales and Service Automation
Unlock New Levels of Efficiency with Ambit’s AktivEdge Banking Accelerator for SugarCRM
AktivEdge – the Banking Accelerator for SugarCRM is a comprehensive solution designed specifically for the unique needs of financial institutions like banks, financial services, insurance and fintech companies. By combining powerful tools for sales and service automation with industry-specific workflows and templates, this accelerator helps banks optimize customer interactions, streamline processes, and maintain compliance seamlessly. With pre-configured templates for core banking functions and LOS (Loan Origination System) and AOS (Account Opening System) readiness, banks can deliver faster, personalized experiences at every stage of the customer journey.
Comprehensive Sales Automation
Take your banking sales to the next level with robust, industry-tailored automation tools.
- 360-Degree Customer View on Web and Mobile: Access detailed customer profiles, including financial history, preferences, and previous interactions, on both web and mobile platforms. This complete view helps relationship managers provide consistent, personalized service no matter where they connect with customers.
- Pre-Built Reports and Dashboards: Stay on top of your sales performance with customizable dashboards and pre-configured reports that deliver insights into pipeline health, conversion rates, and team productivity.
- LOS & AOS-Ready Mobile App: Equip your sales team with a mobile app optimized for loan origination and account opening processes, allowing them to initiate and track applications effortlessly from anywhere.
- Pre-Approved Offers Management: Maximize cross-selling and upselling by managing pre-approved offers directly within SugarCRM. The system enables sales teams to present timely, relevant offers to customers, increasing engagement and revenue potential.
- Punch Clock Feature: Track sales teams’ active hours with a built-in punch clock, providing managers with insight into work hours and productivity to optimize resource allocation and performance.
- KYC Document Upload: Simplify the KYC (Know Your Customer) process with integrated functionality that allows sales teams to securely upload necessary customer documents directly within SugarCRM, streamlining compliance and verification.
Service Process Automation
Optimize customer service and support with powerful automation features designed to streamline and enhance the customer experience.
- Automated Case Management Workflows: Reduce service times with automated workflows that handle common service requests, from loan processing to account support and dispute resolution, improving the speed and quality of customer service.
- Ready-Made Service Templates: Quickly address frequent banking service inquiries with pre-built templates, ensuring a standardized, efficient approach to customer support.
- Cross-Department Collaboration: Enable seamless communication between departments to solve complex customer issues quickly, ensuring a cohesive and satisfying customer experience.
- Real-Time Notifications and Escalation: Ensure that priority cases receive immediate attention with automated escalation rules and notifications, reducing wait times and enhancing customer satisfaction.
Customer Insights and Enhanced Compliance
Stay compliant and deliver targeted insights with built-in analytics and regulatory tracking tools.
- 360-Degree Customer Insights: Leverage in-depth customer profiles and journey analytics to provide tailored recommendations, identify cross-selling and upselling opportunities, and improve overall customer experience.
- Integrated Compliance Tracking: Maintain regulatory adherence across all interactions with customers. Automated compliance tracking reduces risks and ensures that sensitive customer data is handled in line with industry standards.
- Seamless Core Banking System Integration: Achieve real-time data synchronization across channels by integrating SugarCRM with core banking systems, ensuring your teams have consistent, up-to-date information.
- Detailed Analytics and Reporting: Use built-in analytics to generate a 360-degree view of each customer’s journey, making it easy to uncover new insights, predict customer needs, and offer personalized service.
Why Choose AktivEdge for SugarCRM?
AktivEdge for SugarCRM is tailored to meet the needs of modern financial institutions, delivering an all-in-one solution for efficient, customer-centric service and sales operations. By leveraging this accelerator, banks can:
Increase customer acquisition and retention through seamless, responsive service.
Improve compliance and reduce risks with automated regulatory tracking.
Drive revenue with targeted offers and insights drawn from comprehensive customer profiles.
Empower teams to perform efficiently with purpose-built mobile tools, industry-specific templates, and automated workflows.
Upgrade your customer engagement capabilities with the Banking Accelerator for SugarCRM and transform the way your team manages sales and service processes for impactful, compliant, and scalable growth.
Get Started Today
Learn how the Banking Accelerator for SugarCRM can redefine your financial institution’s customer engagement.
Contact us to schedule a demo and see the accelerator in action.