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Join DXC for this interactive virtual event, where Nav Singh, Marketing Lead at DXC, Patricia Moore, Client Executive for Financial Services at DXC, along with guest panellists will discuss why CRM is vital for the on-going personalisation provide by building societies to their members, and how CRM systems can be used to deliver a competitive advantage through cutting-edge technology.
Customer relationship management (CRM) – the clue is in relationship and management – why are these both important? Relationships need to be built and maintained. However, they are constantly changing to react to both the Members changing situation and any external impacts on the market and their products. Managing this relationship is key to providing Members with the service they require from any financial information at their “fingertips”, to having products that are viable for them and suit their changing lifestyle.
Session
Building societies are seeing a demand for an increasingly diverse range of touch points with Members. Building societies are using various CRM tools to deepen relationships with existing Members, as well as grow through new Member acquisition. CRM can keep your building society agile, connect 1-to-1 with Members, and expand your business by acquiring and keeping Members.
How can building societies truly utilise CRM to solve the following common banking challenges:
- Cross selling products and services that align to Members needs
- Eliminate referral management using email, phone, excel etc!
- Connect disparate systems throughout the building society
- Centralized customer and prospect communication
With so much disconnected data sources, multiple systems, and data quality, many building societies are struggling to create a single view of their Members. Is this what you are also experiencing and what does that mean to you?
How can a CRM be applied to provide real-time data about on-going products and solutions to Members, and how can that be applied across different Member touchpoints to realise its true potential, and how can building societies can then process that data to create unique user insights?
Building societies must provide more personalised services and launch, improve, and maximise loyalty programs to maintain competitiveness in the market.
Speakers
- Nav Singh, Marketing Lead, Financial Services (MBA UK&I), DXC Technology
- Patricia Moore, Client Services Executive, Financial Services (MBA UK&I), DXC Technology
- Duncan Alexander, Global Product Owner, Connected Bank
- Ozkan Erener, CEO, VeriPark
- Adrian Westgate, Product Manager, Retail Banking, Temenos