Harland upgrades CRM tool

Source: Harland Financial

Harland Financial Solutions announced the release of its next generation Customer Relationship Management (CRM) Solution, Touch� CRM, at its annual user conference Connections 2008, held in Orlando, Sept. 15-18.

Touché CRM succeeds Touché Sales & Service as Harland Financial Solutions' CRM offering and features a more contemporary architecture with added business intelligence integration.

Integrated with Harland Financial Solutions' Touché Analyzer and Touché Messenger solutions, Touché CRM combines standard CRM functionality with business intelligence features and enterprise-wide messaging. In addition to referrals, sales, service and contact management capabilities, Touché CRM accesses data from within Touché Analyzer to build Household Value Segmentation. This proprietary segmentation differentiates Touché CRM from other offerings, further aiding financial institution staff members with strategies for servicing and cross-selling consumers.

"Touché CRM is the perfect complement to our CRM solution strategy," said Scott Hansen, Executive Vice President and General Manager for Harland Financial Solutions Integrated Solutions group. "Its heavy emphasis on actionable business intelligence is the next logical step on the road to unlocking business intelligence from the back office and pushing it out to front-line staff members. There, it can be used real-time to help our clients better serve their customers and improve profitability through needs-based cross-selling."

With its interface to Touché Analyzer, Touché CRM offers a complete view of customer relationships by providing consumer and household-level balance and relationship information. Touché Analyzer compiles the information from any in-house or third-party system a financial institution may be utilizing. Additionally, Super Householding from Touché Analyzer enables institutions to combine retail and business relationships into a single view for an even more comprehensive relationship analysis.

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