financial-services-crm-solutions-group-fio

Growth Solutions for the Financial Services Industry

We offer several services for the financial services industry. Our engagement model is to work with you as deep as you need to build, deliver, and operate.

FiO’s Open Source Solution

We offer FiO’s Open Source solution with credible options to re-platform your commercial software if you have a strong focus on TCO. Using open-source software yields a lower TCO when compared to commercial software and other proprietary alternatives. Adopting open-source software will eliminate a onetime licensing or ongoing SaaS fees, which typically increase with additional usage. Additional costs such as implementation, customization, training, and ongoing support are typically non-differential with a cost saving of approximately 20% – 30%.     

Solutions can be broad such as CRM, or it can be narrow such as a specific module that can augment your core systems.

FiO’s iCRM (Intelligent Customer Relationship Management) is available for your commercial or institution banking customer base. FiO’s iCRM offers a 24/7, 360-degree view of the customer. 

The platform can be used by your CSR in a centralized office, by your relationship manager or in individual branches.

intelligent-crm-group-fio-banner

Stay in Contact with Your Most Valued Customers

FiO’s CEP (Customer Engagement Platform) will keep you in direct contact with your most valued customers. It will distribute offers and collect engagement data on your customer’s relationship with your institution. Whether its email/phone/SMS campaigns, e-Receipt, offers and surveys, CEP is a one-stop-shop for your client interactions. 

FiO’s CSP (Customer Service Platform) will provide a personalized customer experience to ensure your customers are taken care of and your CSR and regional manager can manage and beat the SLA targets. The platform will integrate with your existing website, chat, and telephone system.  FiO’s lead management system can build and cultivate leads that are nurtured into clients. All interactions and information are captured to support lead nurturing and to assist with questions. Guided virtual assistant processes are also available for the regional manager to ensure all the information required is collected.

b2c-crm-group-fio-banner-1