Fineos launches retail banking sales management package

Fineos launches retail banking sales management package

Irish CRM vendor Fineos has launched a new sales and campaign management package for implementation across multiple business lines and customer contact channels at retail banks and building societies.

The Fineos Opportunity Management software allows for complete sales contact and case management, says the vendor, as it electronically captures and tracks all point of sale customer information across multiple channels, such as information received via branch enquiries, calls and correspondence from new and existing customers. Built-in workflow automation also captures and routes data from other lead generation sources, such as credit card applications and mortgage enquiries.

The system can also track all individual and business units' activity and costs associated with sales processes as well as having the ability to automatically compile tailored letters and other correspondence between the organisation and its customers.

Michael Kelly, CEO, Fineos comments: "Reducing the cycle of time and cost associated with the sales of complex financial products and improving the measurement of sales personnel in branches and call centres is one of the major priorities for retail banks."

The new package is built upon the Fineos Front Office customer management platform.

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