CRM for Financial Services
Personalised and responsive customer engagement channels
Deliver efficient and optimised backend processes to build a sound digital platform which will serve as the right foundation for data driven solutions and customer centric offerings.
Financial Services are undergoing a sea change in customer behaviour and engagement with the advent technological advances be it cloud, mobile or internet.
Companies are looking for more personalised and responsive customer engagement channels. There is need for sleek platform which can be reconfigured as the ever emerging needs of the customers at the same time all technological advances should be available.
Whether its identifying and targeting new customers, streamlining customer onboarding experience or servicing existing customers with efficient and optimal backend processes, Gauri has consistently enabled organisations in the space of financial services, by enabling a coherent and customised customer engagement offerings tailormade to suit their unique needs.
Give us a call and let us demonstrate, how we can help you creating the strategy for growth using our state of the art solutions, especially tailored for the financial services industry.
Director, Strategy and Sales
Introduction Here, we discuss themes familiar to many in CRM. We build on foundations laid in these articles and add to the discussion with our input. Do check out these academic articles. We appreciate the efforts of those authors: Invisible data quality issues in a...
Background The application of mathematical methods and computer science techniques coupled with statistical modelling on industrial data has been around for several decades. However, in their new avatars of Data science and Machine learning, they seem to have garnered...
Briefly, why did CRM come into being as a distinct element in the first place; couldn’t it have been an extension of the all-encompassing ERP? During the early days of CRM, the concept was developed by a new set of companies who saw the value in developing a tool for...
Who is your ideal partner? I owe much of my knowledge and implementation experience to the various large Global SIs I have worked for over the years. I have experienced massive multinational projects with global rollouts delivering complex solutions in a range of...
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This masterclass event was delivered by Ajit Jaokar on 26th Feb 2020. Ajit is a Principal Data Scientist/AI Designer at the University of Oxford, and a top-rated influencer in the World Economic Forum. We are pleased to present a brief profile of Mr. Jaokar and key...