CRM and Business Intelligence Services

Master your relationships

Financial institutions make more intelligent marketing, sales and service decisions when they optimize use of Customer Relationship Management solutions. To achieve the best possible relationship with your members, it’s important to understand their value to your institution as well as their individual needs. cView™ provides the tools necessary to develop offerings and messages based on those needs. It also helps you manage consistent delivery of those offerings, regardless of the channel. cView Best Practices offers four specific services to help you make the most of your CRM investment.

Our Offerings
Working with your team, we’ll conduct a full review of your product marketing campaigns to identify new opportunities available through cView.

I. MarketVision Campaign Development and Management
We’ll assist you with building and managing campaigns using cView’s MarketVision. MarketVision’s information data warehouse is specifically designed to help you learn more about your member/prospect base, products and business lines so you can make sound business decisions and create effective marketing plans.

II. ActivityManager Workflow Definition and Creation
We’ll assist you with defining, building and managing customized workflows for member interaction activities such as lead communications and service requests.

III. Dynamic Messaging Manager Configuration
Our experts will show you how to make the most out of cView’s Dynamic Messaging Manager (DMM). We’ll work with you to develop targeted messages, identify delivery channels and recipients, and develop control and reporting mechanisms.

IV. ReportWizard Design and Development
Now that you have the information at your fingertips, you need to be able to create comprehensive reports to track your campaigns. We’ll help you build a reporting database, identify your reporting needs, define report layouts and construct reports. We can also provide training on how to use cView report data as well as the ReportWizard module to gain access to outside data and build ad hoc queries and reports.

Outcomes
Drawing from the experience of all Open Solutions’ clients, our Professional Services consultants provide expert counsel on the best ways to apply cView to your unique offerings.

Benefits

• Member intimacy
• Increase response to targeted sales offers
• Attract and retain the most profitable members by delivering superior service and creating opportunities for mutual growth
• Increase sales and usage of services
• Minimize financial risks
• Improve service and efficiency

Pre-Conversion Best Practices | Operational Reviews

Security and Authorization Reviews | CRM and Business Intelligence Services

Revenue Enhancement Initiatives | Platform and Infrastructure Services

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