CRM For Financial And Banking Sector

Implementation of efficient Customer Relationship Management (CRM) software is a business-critical issue that allows businesses to deal with intense competition. For two decades, Elinext teams have been delivering CRM solutions for clients operating in the banking and finance industry, ensuring their ability to connect with clients on a deeper level.

Elinext CRM Solutions for Banking and Finance

At Elinext, we provide CRM development services for Commercial Banking, Retail Banking, Capital Markets, and Wealth Management organizations. Our custom CRM solutions enable financial services providers to successfully manage customer relationships across all channels and touchpoints.

CRM for Midsized and Large Banks

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Elinext teams develop CRM solutions for midsized and large banks and integrate them with other banking systems and platforms to ensure our clients’ successful performance on the competitive market.

CRM for Community Banks

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At Elinext, we emphasize the importance of developing software that will allow our clients to personalize services and product offers and gain a competitive advantage.

CRM for Credit Unions

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Solutions we develop allow our clients to take a step towards personalization of services, increase customer satisfaction, and become more trusted advisors.

Elinext Development Services for Banking

When developing CRM solutions for banking, Elinext places a great emphasis on:

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Customer Segmentation & Analytics

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Fraud Detection

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Risk Management

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Financial Analytics

Customer Segmentation & Analytics

Offering opportunities for behavioral segmentation, our solutions significantly increase the efficiency of marketing campaigns, allow creating personalized loyalty programs based on card usage habits, and optimize pricing strategy.

Fraud Detection

Covering each phase of the analytical fraud detection — from the calculation of statistical parameters to the validation of entry dates — our fraud detection banking software offers a real-time, secure and cost-effective way of predicting, preventing, detecting, and mitigating fraud cases.

Risk Management

Our experience includes delivering software that enables contemporary risk analytics, credit risk assessment, liquidity risk evaluation, and reduction of the retail home lending risk.

Financial Analytics

Elinext offers its expertise in developing 360-degree view analytics solutions that unleash the power of understanding financial numbers, delivering accurate data with BI.

Benefits of CRM Software

For the banking and finance companies, the implementation of CRM solutions is equal to the increased efficiency of processes and better personalization of services. With a robust CRM solution in place, you can:

Significantly improve the level of loyalty among your clients, in this way expanding your customer base and increasing profits

Enjoy much higher operational efficiency that gives your business an additional value

Streamline various processes within your company, getting the most out of every minute

Enhance cross-sell and up-sell opportunities

Case studies

Have a look at Elinext outstanding projects examples that we’d like to feature for our portfolio of banking and finances sector clients.

Comprehensive Quality Assurance Services for Banking Web App

Elinext’s QA team provided banking application testing for an innovative transaction management solution, leveraging expertise in digital payments, compliance with ISO 20022 and SWIFT standards, and a proven track record in delivering scalable, high-quality solutions.

Dedicated Quality Assurance Services for a Leading US Insurtech Platform

QA-services by Elinext for a leading US insurtech platform: enhanced stability, reliability, and user experience through dedicated quality assurance solutions.

Outstaffing for Web App Development for a Top-Notch Insurance Company

Elinext developed a scalable web-based solution for an insurtech company to create a paperless, user-friendly platform for fast claims processing.

NeoBank Application Development

Our client approached us with a proposal to develop a mobile application for neobanks, which will be the basis for their future fintech infrastructure in Western Europe.

Elinext. Invoice Management System

Introducing our Payment Tracker, an integral part of our internal web system. This tool not only tracks payments and manages contracts but also prioritizes the security of your sensitive financial data. Elinext addresses the challenge of maintaining accurate exchange rates and offers a unified system to streamline your financial operations securely.

UI Development for Insurance Fulfillment Solutions

Elinext's project management, QA, and development teams collaborated to create a flexible UI for insurance fulfillment solutions. With 168 releases annually, our modern interface adheres to accessibility and security standards.

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