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Customer Relationship Manager

We are proud to announce our new “CRM for Branches” platform, based on the automated generation of cross-selling and up-selling proposals according to a bank’s customer profile.

When a customer visits a branch, the account manager has a “short window of opportunity” where to propose a banking product.

Based on data mining techniques and on the bank’s marketing rules, our CRM platform pushes the offer with the highest chance to win in front of the teller. A full sales cycle follows (lead, opportunity, proposal, subscription,…).

Contact us for a detailed presentation

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