×
Financial Services CRM Improves Productivity and Satisfaction
Build highly collaborative after-sale service team.
info@72crm.com
悟空为金融行业解决的问题
专业的咨询及研发团队,随时为您个性化需求提供定制服务
Customer Grading System
Our integrated dashboards and AI capabilities work in parallel to surface actionable insights on clients as well as their household relationships and valuable business networks.
Improve Customer Satisfactions
Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers.
Risk Prevention
Make smarter business decisions with powerful, real-time analytics. There is no need to manually deal with data from different sources to low down the risks.
Build highly collaborative after-sale service team.
All-around system applications to satisfy all your needs.
1. Project Creation
2. Products Go Live
3. Release & Raise
4. Product Establishment
5. Deposit & Renewal
Initiation & Approval
Subscription Contract Input
Purchase & Redemption
Profit Distribution
Release Scheme
Contract Preparation
Commission Setup
Process Detection
Raise Management
Customer Queue up
Establishment Notice
Contract Approval
Return Principal & Interest
Membership Service
Family Fortune Service
Dozens of applications at your choice
All-around system applications to satisfy all your needs.
Lead Management
Medical & Financial Products
Customer Management
Risk Management
Sales Performance
Process Approval
Activity Request
Sales Personnel
Bill Management
Schedule Management
Finance Management
Market Analysis
Sales Data Analysis
Award Management
Customer Services
Enjoy Wukong Services on Multiple Platforms
All-around system applications to satisfy all your needs.
Do you have questions?
Contact us at info@72crm.com We’ll help you identify the services that would benefit your enterprise.
Or click TRY NOW to enjoy our expectional features.
TRY NOW