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CRM Solution
for Financial Institutions

Oracle and eVerge Group have jointly developed a CRM OnDemand solution specifically designed to address the unique needs of financial institutions. Changing market conditions are driving the need for more complete, timely and insightful information on a bank’s current customers. In order to retain and expand their current customer base, more efficient sales and marketing tools are necessary to acquire and grow new customer relationships.

Through a hosted solution, integrated with core financial institutions applications, banks can now have enterprise class Oracle/Siebel CRM Technology, which enables them to achieve their customer focused strategies with rich banking functionality, a low monthly cost, rapid deployment and a proven customer deployment model.

Oracle Accelerate

eVerge Group's CRM financial institutions application provides:

  • Single and actionable 360 view of your customer
  • Sales, service & marketing functionality
  • Lead referral and management
  • Business intelligence & reporting
  • Integrated telephony
  • Cross line-of-business support
    • Consumer/Branch
    • Wealth Mgmt
    • Call Center
    • Marketing/Campaign
    • Small Business
    • Analytics

Our rapid deployment CRM solution for financial institutions makes it easy!

  • Fast to deploy
  • Easy for business users to customize
  • High user adoption
  • Affordable subscription based pricing
  • Reliable (hardware and application managed by Oracle)
  • Integrates to existing infrastructure

Supporting Key Strategic Initiatives:

THIS SOLUTION IMPROVES
INSTITUTION'S' ABILITY TO:
KEY BENEFITS: FEATURES:
Improve Customer Acquisition

  • Improve sales productivity
  • Increase cross and up-selling
  • Streamline forecasting
  • Maximize pipeline visibility
  • Account and opportunity management
  • Contact management
  • Activity and calendar management
  • Outlook email integration
  • Outlook and Palm synchronization
Increase Marketing Effectiveness
  • Accelerate lead-to-opportunity
    conversion
  • Maximize marketing spend
    efficiency and ROI
  • Closed-loop lead referral management
  • Automatic lead assignments
  • Campaign management
  • Import account, lead and contact lists
Improve Customer Service
  • Integrated support across multiple
    channels at low cost
  • Enhanced service effectiveness
  • Increased customer satisfaction
  • Support dispersed service agents
  • Hosted contact center: phone, web, email and chat
  • Intelligent call queuing and routing
  • Computer telephony integration
  • Service request management
  • Solutions management
Empower your Organization
Enable Business Insight
  • Maintain a 360 view of the customer
  • Drive more informed decisions across all levels
  • Convert insight into action
  • Track and manage historical trends
  • Embedded interactive analytics
  • Pre-built dashboards with drillable charts
  • Pre-built reports supporting Sales, Service & Pipeline Management
  • Powerful ad hoc analysis tool
  • Pre-built data warehouse
Implement the System Quickly and Cost-Effectively
  • Fast to deploy
  • Easy for business users to customize
  • High user adoption
  • Affordable subscription based pricing
  • Reliable (hardware and application
    managed by Oracle)
  • Integrates to existing infrastructure
  • Provides capabilities in Marketing, Sales
    and Services areas
  • Next-generation Web 2.0 usability
  • CRM On Demand on Oracle Grid
  • Advanced administration and
    customization
  • Flexible data access and visibility
  • Standards-based integration
  • Expanded CRM breadth and depth

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Got a CRM financial institutions question? Ask here

“eVerge brings a legacy of Banking, CRM and Siebel product knowledge to the table. Partnering with them has enabled us to deliver a field-ready solution set which should significantly impact our business development and opportunity win rate in the Mid-Tier Banking Segment.”

David Wright, Industry Director, Oracle Financial Services IBU


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