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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.

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? Send it to us below:
Question: Name: Company: Email Address: Telephone # (Optional):

If you have questions, or to schedule an application demo, contact Jason Hillner on (972) 398-5918 or at hillnerj@evergegroup.com

“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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