Finance & Insurance: Customer Relationship Management

Whether your business is in the financial or insurance industry, you’ll find the right solution matched with unparallel industry experience from AccTech Systems. AccTech has a full suite of solutions tailored for the financial and insurance industries. Core to this industry’s solution suite is:

Customer Relationship Management

Customer Relationship Management (CRM) solutions from AccTech Systems, provides a complete solution for sales, marketing, and customer service for banking, institutional finance, wealth management, capital, and brokerage firms. In a world of decreasing commission revenues and no-fee self-serve transactions, financial institutions must understand and manage their customers’ portfolios better in order to deliver a service that warrants solid return.

AccTech’s CRM solutions provide financial & insurance institutions the ability to:

• Deliver proactive targeted marketing
• Focus on improving customer care through workflow and tasks managed by Service Level Agreement
• Get a holistic view of the company

Please click here to download the full product brochure for more features and benefits