Do your customers know when your bank system is undergoing maintenance?
Or do they need to wait longer, leading to a negative experience with your brand, and ultimately causing them to give up on your services?
Imagine a scenario to relate: Your friends gather to chill in KFC at your birthday party invitation. For them, you place orders of delicious burgers, chicken nuggets, soft drinks, and more. And when you head over to make an online payment, it repetitively shows errors.
Isn’t this enough to ruin your celebration mood?
It will undoubtedly cause you frustration, and in the worst-case scenario, if you're unable to pay at the moment due to having only an online wallet and no cash, it may cause your reputation to be at stake.
I'm sure that as a banking service, you don't want to provide this kind of experience to your customers. You can smartly avoid the mishap by informing them beforehand with quick, updated messages. While automating the task, consider integrating an AI-powered CRM like Zixflow for your bank.
With the help of AI-powered CRMs, you can now level up your game to provide your customers with an authentic experience like never before. This decision will be a win-win for you, allowing you to hold your current customers and win back lost clients.
So, just sit on the chair, grab your coffee, and relax your mood because you’re on the way to unfolding the list of best CRMs for the banking industry that you can trust now and beyond.
“CRM is your GPS to a better route on your Business Development journey.” – Bobby Darnell.
Analytics and reports provide you with a mirror reflection of the benefits of integrating a CRM system into your business.
Data says that 47% of professionals using CRMs are experiencing success in customer satisfaction, along with 39% seeing improvements in upselling and cross-selling, and 45% experiencing success rates in generating revenue. Furthermore, 55% of CRM buyers have reported significant ROI enhancements in six months or less.
Now, tell me, as a business-savvy individual, who wouldn't want that? Probably, you want to achieve the same.
Well then, have a quick glance at why you should integrate an AI-powered CRM into your banking system:
✅If you want to go beyond newspaper and billboard advertising while leveraging multiple channels for efficient marketing and standing where your customers are.
✅If you desire to identify and crack the sales deal before anyone else does and secure those high-stakes accounts where business banks lend out 15% more money than customers do.
✅If you want to identify gaps between your teams' performance and customer satisfaction and enhance productivity while delivering digital-first engagement to earn customers' loyalty.
✅If you want to turn your probability of selling additional services or products under your mutual belt and convert 5% to 20% hot leads along with triggering buyer persona of 60% to 70% of existing ones.
🎯Set a fixed intent of your bank’s unique requirements while incorporating CRM into your existing system.
🎯Ensure the capability of third-party integrations for multi-channel usefulness, and capacity to generate flawless analytical reports in evolving market trends.
🎯Ensure usability and adaptability of user-friendly CRM that aligns with the effectiveness of optimizing sales engagement queue and workflow, and that must be easy to navigate without extensive training requirements.
🎯Consider your total cost-effective budget that includes ownership, licensing, integration, customization, and maintenance costs.
🎯Ensure your chosen CRM is efficient in handling the security of sensitive information and completely complies with current privacy regulation standards.
🎯Last but not the least, ensure their reputation in the current competitive environment with the help of either G2 or Capterra.
Zixflow, one of the best AI-wizard CRMs for the banking industry, has all the essential ingredients in a single powerful stack. From nurturing healthy bonds with your customers and maintaining privacy to sending them different types of emails for sales engagement at the right time and tracking all activities - It has all for you.
Do you want to get instant engagement with your hot leads?
Yes, of course. Aha! There you’re with Zixflow. But how
With Zixflow’s eye-catching form builder feature, you can not only capture leads and count on qualified hot leads but also showcase your interest by asking interesting questions. Well, you can utilize these forms in different ways, such as a landing page, an embed form in your website, or a modern form to place your question and customize it according to your needs and preferences.
This approach is important for your banking services, especially when it comes to showcasing your concern for your customers’ financial circumstances and approaching them to build an emotional engagement.
Do you agree that staying vigilant is a smarter choice, especially when it comes to your hard-earned money?
Today, fraud hackers are more active than ever, willing to go to any extent for scams, and banking sectors have to take responsibility for it.
But now Zixflow SMS campaign builder embraces a two-way SMS interaction or directly reaches out to your clients to create blockage in suspicious engagements.
Moreover, it allows you to quickly send important info about banking maintenance, payment transactions, authenticate access of banking log-in ID with OTP, etc. to avoid fraudulent activities and ensure safety over regret.
It’s your time to reach out to a wider audience of your baking clients with a single click. But how? Leverage the Zixflow email campaign builder.
No matter if you're a pro or not at crafting a catchy email message. With this tool, you can write personalized email content with AI writers, utilize customized email templates, and make email messages more conversational. But that’s not all.
Now, you can access the AI wizard for writing emails as you want, send them in automated mode, and conquer your outreach follow-up efforts with a sigh of relief. This becomes very crucial when you also want to achieve targets of a 78% customer retention rate on financial services.
Have you received WhatsApp messages from banks with discounts on loans or launching new programs?
Surely it’s a yes. Well, now you can do the same with your banking services while integrating with Zixflow WhatsApp campaign builder.
Now, approach your customers with alluring WhatsApp advertising messages while welcoming them and offering them catchy discounts on loans, interest in savings, and more. Reach out to your broad audience in the blink of an eye while utilizing broadcast messaging services provided by WhatsApp Cloud API.
Sales cadence is the outreach sequence for following up with each of your potential leads and prospective clients at regular intervals.
It requires well-structured scheduling over a fixed period of time and a range of multi-channel sales engagement - email, phone calls, SMS, and social media. It helps eventually gain the clients’ trust and trigger proactive communications to strengthen your bond.
Zixflow allows you to leverage an automated scheduled sales cadence for putting your efforts in the right direction. With Zixflow, you can either create a new cadence or copy the same cadence style from the previous one. Also, to sort things more fat, you can start with its pre-built templates.
Do you want to know whether all your target work schedules are complete?
If so, then get rid of headaches with Zixflow.
With Zixflow, you can now schedule all your tasks in a single dashboard. Be it setting daily targets, following up with your banking customers, or sharply noticing your teams’ activities, you can automate it all in one go. You just need to set individual work titles for your better understanding and set triggers along with action points.
And, if your concern is to assess your banking teams’ productivity to know whether they are applying their efforts in the right place or need your guidance, you can utilize Zixflow to track it at your fingertips.
Whether you’re an SMB, a fintech bank, or a multinational one, mindfully organizing your customers' data is not easy at all. Because your wide array of customer data includes individual names, physical addresses, email addresses, phone numbers, WhatsApp contacts, and so on.
To prevent messing up your customer data and jeopardizing the outcome of marketing and sales campaigns, you need to place a cherry on the cake with one of the best CRMs for banking, and that is Zixflow. With this tool, you can filter and sort out the long list of customers in just a few clicks and put your focus on whom you actually need.
You can explore Zixflow’s top-notch automated service with two subscriptions along with a 14-day Free Trial and pay for what you use: Starter and Growth.
Generating worthwhile leads and nurturing them is not a cakewalk at all, but the Salesforce cloud-based management system makes this work a hassle-free task for the banking industry. Salesforce, one of the best CRM softwares, provides multiple integrations in one place for marketing, enhancing sales process, and forecasting rooms for future opportunities.
Salesforce offers four subscriptions: Starter, Professional, Enterprise, and Unlimited.
4.3 out of 5 (18,351 reviews).
Hubspot is your next best option when choosing a top-notch CRM solution for your banking services in the competitive market. You can seamlessly incorporate the CRM with other tools such as Gmail, and Microsoft Dynamics to enhance productivity. Well, Hubspot is especially used for drip campaigns to enhance sales engagement over a long period and also boost your customers’ experience all the way.
“Customer experience isn’t an expense. Managing customer experience bolsters your brand” - Stan Phelps.
Suppose, you’re in a rush to have an immediate follow-up with your customers, you can use its AI email writer to save your time. You can allow your customers to book a meeting where you both can conveniently discuss overdue amounts, discounts on loan interest, higher returns on Fixed Deposits, or any other profitable deals.
Hubspot offers two subscriptions along with a 1-day Free trial: Professional, and Enterprise.
4.4 out of 5 (10493 reviews).
To break the ice between you and your different types of leads in sales, presenting a quick and problem-solving response at the right time is needed. And by incorporating Keap you do the same in the banking industry.
This platform helps you to organize contacts, monitor data, and capture leads while connecting them with undivided attention. Also, Keap enables integration with other tools such as Gmail, Paypal, Quickbooks to ease your banking tasks.
Keap offers four subscriptions: Free, Pro, Max, and Max Classic.
4.2 out of 5 (1460 reviews).
ActiveCampaign is your next CRM, especially for retail banking. If you’re looking to create a mass email marketing campaign to build strong relationships for selling, then your go-to tool is this. From following up with your clients, if needed, to sending them your alluring discounts on loans or higher interest rates, you can do this all by accessing ActiveCampaigns' captivating email templates.
Active Campaign offers five subscriptions: Free, Lite, Plus, Professional, and Enterprise.
4.5 out of 5 (1651 reviews).
To design a better sales structure, optimizing each stage of a sales pipeline is as crucial as creating a lasting impact on your client’s mind. By integrating Pipedrive CRM for banking services, you can stay one step ahead in the sales game and focus on other aspects as well including appointment scheduling, email processing, immediate notifications sharing, and so on.
Pipedrive offers five subscriptions: Essential, Advanced, Professional, Power, and Enterprise.
4.2 out of 5 (1696 reviews).
Creatio is your best comprehensive CRM software that is aligned with banking industry standards. With Creatio make your journey in omnichannel presence and coordinate your customers with every touchpoint. Furthermore, Creatio can help you outperform in better responding while you target and trigger sales psychology with ease to make a final decision.
Creatio offers three subscriptions: Growth, Enterprise, and Unlimited.
4.6 out of 5 (240 reviews).
Building rapport for enhancing sales can’t be overlooked while enhancing the experience of your prospective clients because your prospects don't want to be regarded as a number on a list.
And there, SugarCRM comes in with a solution to strengthen your bonds with your banking partners while helping you in understanding their different backgrounds. With SugarCRM, you can effortlessly handle your customers’ needs and preferences to drive them solely with your organization.
SugarCRM offers five subscriptions: Sell, Sell Premiere, Enterprise, and Serve.
3.8 out of 5 (693 reviews).
With Engagebay, apply your customer-centric selling approach in banking environments and turn your target audience into your future customrs. Your banking services can taste benefits with Engagebay in terms of advanced automation, marketing and sales productivity, and customer support tools.
EngageBay offers four subscriptions: Free, Basic, Growth, and Pro.
4.6 out of 5 (211 reviews).
Microsoft Dynamics 365, a cloud-based CRM software, offers banks a range of features including customer service, sales, and marketing. Microsoft Dynamics 365 allows you to communicate with your prospect proactively while smartly overcoming objections in sales, and completing final agreements more quickly.
“Preparation will prevent you from becoming lost in a negotiation with not knowing what action to take next.” - Tom Hopkins.
It has three subscriptions along with a Free trial: Dynamic 365, Customer Engagement, and Unified Operation.
3.8 out of 5 (1577 reviews).
Whether you're a small or large bank, in both cases, your chosen AI-driven CRM can be Oracle Netsuite for using customer engagement to skyrocket sales and drive revenues. From ERP (Enterprise Resource Planning) to ABM (Account Based Marketing), you can access any solutions in this cloud-based platform.
You need to consult to get a feature-rich cloud-based ERP solution before purchasing.
4 out of 5 (2855 reviews).
Follow-up with potential leads in your banking business is essential but it's actually a time-consuming process. But here Monday.com comes into play while allowing you to schedule your follow-up emails at the right time. This ensures your well-crafted sales cadence is functioning with all its potential.
It provides you with four subscriptions along with a Free trial: Pro, Max, and Max Classic.
4.7 out of 5 (9552 reviews).
The user-friendly CRM for banking, Freshsales, offers you extensive integration with multiple third-party applications along with access to different plugins. It helps you to rock your deals from engaging with your consumers in pre-sales to post-purchase scenarios.
It offers four subscriptions: Free, Growth, Pro, and Enterprise.
4.5 out of 5 (1108 reviews).
Whether you’re a public sector bank, private sector bank, or retail bank business, CRMs are no longer limited to a specific area; rather they are a necessity for entities irrespective of size, share in the market, and number of its existing clients.
Already you've gained knowledge of how these CRMs can smoothly amplify your banking activities be it managing administrative tasks, engaging your leads, impressing your prospects, retargeting and retaining your customers, or maintaining highly secured data privacy.
Now, it's your time to rock on & create buzz while unfolding a new chapter of success in the banking industry. If you don't want to freak out after missing a premium experience on the way, go and grab the opportunity to access Zixflow now!