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