Project for Norvik Banka

Automation of direct sales with CRM


Task
Automate the client service in part of direct sales
Solution
Navicon Retail Banking, Navicon Corporate Banking
Timing
5 months

Project goals

Improve the client service
Assign a personal manager to each client
Monitor the bank’s internal service procedures
Automate the document circulation
Facilitate access to up-to-date client-related information

Project features

Geographically distributed structure
Integration with the bank’s internal systems
Tailor-made interface
Fully remote deployment of the system at the bank

Results

Results
The automation of the entire process from client attraction to account setup
Results in figures

60

system users
Results in figures

16

Latvian cities

Feedback

«We had been familiar with Microsoft Dynamics CRM solution, as it had been implemented in one of the group’s banks. That’s why our choice of Microsoft Dynamics CRM 2015 wasn’t very difficult – we were sure of this platform’s capability and potential. Navicon’s successful cases of СRM implementations in financial organisations were of no less importance».
Igor Rozanov, Board Member at Norvik Banka

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