Prosper CRM for Mutual Banks
#1 for value and ROI in the Australian and North American Customer Owned Banking Sector for over 25 years. Trusted by Banks, Building Societies and Credit Unions from Alaska to Porto Rico, Los Angeles to New York, and Perth to Sydney.
Prosper CRM was designed specifically for this industry. It compliments your existing business processes and provides new capabilities to personalise customer experiences and ensure you are more efficient.
Personalise Customer Experiences
- A complete picture of every customer interaction
- Account balances
- Enquiries and application history
- Follow up activity
- Campaigns
- Feedback and correspondence
Core Banking Integration
Deliver a superior customer experience
Real-time integration into your core banking system means you have instant access to the single source of truth for customer information, account details, and other services.
Instant access to:
- Account details
- Joint account owners
- Account balances
- Messages and warnings
- Conduct customer identify verification
Efficient Sales & Service Requests
Fulfil customer requests and improve the customer experience
Replace the manual updating of Excel spreadsheets with an easy-to-use CRM system. Never miss an opportunity to impress your customers.
- Capture customer enquiries
- Proactively manage enquiries
- Set tasks for yourself, branches or teams
- Follow-up overdue activities
- Track marketing campaigns
Consistent Customer Communication
Engage with customers using the channel they prefer
- Professional letters, emails, and text messages
- Personalised templates
- Capture messages sent and received
- Full communication history
Inbuilt Compliance
Quickly and efficiently meet compliance requirements
Quickly and efficiently carry out the compliance requirements with customers in person and in real-time. Capture details, initiate workflows, and automate reporting.
- Know your customer
- Complaint management
- Anti-hawking compliance
- Customer needs conversations
- Manage ad-hoc workflows
- Integrated reporting
Leverage API Integration
Integrate all your systems using our suite of integration API’s. Enabling real-time exchange of the customer information needed to deliver a superior customer experiences and better decision making.
Service Web Enquiries
Web Enquiry to Customer Service Representative in Seconds not Hours
Web Enquiries are securely captured at the source, whether this is via your website, advertisement landing page or a customer service representative using a tablet. The rules-based engine then allocates the enquiry to the correct team and representative, ready for actioning.
Fast & Secure
The modern user interface is designed for the latest Windows platform making it faster to service customers and more secure. Operating on any almost any Microsoft Windows device and screen size, this gives your team the flexibility to work on the right device for their role.
Request a demo
Ready to take your CRM system to the next level? Contact us for a demo and see how Prosper CRM can revolutionise your agency.
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