Espenschied Business Group - CRM Solutions - e-bgroup.com




			Most financial institutions have profitable relationships with clients that they've built over the years. They know how many of their products their customers own and keep customer contact records. E-commerce strengthens this customer relationship further. It allows you to assess customer interests real time. Tracking customer browsing patterns, online surveys, and e-mail marketing can enhance your knowledge of customers' interests. Enabling customers to self-service on the more routine tasks frees up your time for face-to-face relationship building with your best customers, while not neglecting the rest of your customers.


			EBG can help you share customer knowledge and information online across departments–to create a consistent, comprehensive view of the customer from any touch point–branch, customer service, online, in the field. We can help you enhance the distribution and management of leads for sales representatives. Gone are the siloed customer databases in each branch office, the separate lists between each division of the company–investment products separated from loans and deposits, for example. Your whole organization sees the same customer. Demo OutlookCRM




		Grow Your Customer List




		We grew the in-house customer list at one regional bank from 300 to over 8,000 current customers in four months. Find out how we did it in this white paper.


		Read White Paper (PDF)*




		New Research: Data Errors That Kill CRM Initiatives




		Companies are jumping into CRM initiatives without spending the necessary resources to work on data hygiene. Here are the most common errors found in financial services databases.


		Read More

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