Invest in Your Sales Forecast to Get it Right, And Increased Revenues Will Follow.  CSO Insights.

Download eBook excerpt.

Learn how to get an actionable sales forecast that provides visibility to drive revenue.

Watch Demo

Right90 Demo

Banking and Financial Services

 

What trends does Astadia see for Banking Institutions?

What's troubling bank leaders amid today's intense regulatory and customer scrutiny? Banks today face great pressure to...

  • Retain stable deposits in a volatile, globally competitive market.
  • Strengthen relationships with customers, who increasingly view banking as a commodity.
  • Improve overall profitability.
  • Comply with demanding government regulations.
  • Prepare for changing government regulatory demands and processes.
  • Improve the productivity and efficiency of processes which impact customer loyalty.


What is Astadia doing about key challenges you face?

With Astadia and our partner solutions, our clients have increased overall performance by by increasing referrals as much as 52%, improve win rates by 27%, increase member satisfaction by 25%, and most importantly, improve customer retention by 30%.

And our clients improve overall profitability by better understanding their revenue mix -- and taking action accordingly. We make visible the relative contributions of customers, products, sales representatives, branches, business units, and divisions.  Understanding your revenue picture more clearly gives you more tools to manage business outcomes.

Here's how we do it.

Banking Key Challenges:

Astadia Enables You to:

With these solutions:

Acquire Clients
  • Improve customer experience at every touch point  
  • Connect agents, brokers, service providers, and customers  
  • Track campaigns, budget, and resources  
  • Drive acquisition of new clients  
  • Monitor sales in real time
  • Analyze client-related information  
  • Calculate risk-adjusted profitability before taking on new clients/loans  
  • Segment based on customer profitability  
  • Targeted Marketing Campaigns
  • Sales Force Automation (SFA) 
  • Marketing Resource Management for Banking 
  • Dashboard Analytics
  • Profit-centric Loan Origination
  • Multi-Dimensional Profitability Analytics

Manage Pipeline
  • Enable cross-sell/up-sell opportunities
  • Increase sales productivity
  • Gain real time approvals and workflow
  • Monitor asset quality, covenant compliance and inter-departmental referrals
  • Stay productive while on the road
  • Sales Force Automation (SFA)
  • Sales Forecasting 
  • Real time reporting 
  • Mobile Solutions for iPhone, Blackberry, and Windows Mobile devices

Retain Client and Employee Relationships
  • Improve customer experiences
  • Manage client services: credit products, treasury management, investment, leasing, capital markets, card services, derivatives, and private banking
  • Recognize and track influencers (cultivate sources of referrals)
  • Monitor asset quality, covenant compliance and inter-departmental referrals
  • Consistent customer communication
  • Increase client retention and deepen relationships
  • Increase employee retention
  • Gain competitive advantage 
  • Manage sales compensation
  • Targeted Marketing Campaigns
  • Customer Relationship Management (CRM)
  • Salesforce Automation (SFA)
  • Compensation Management
  • Customer Profitability
  • Marketing Automation

Improve Capital Adequacy
  • Calculate origination credit scores dynamically
  • Score customers based on their behavior
  • Lower loan loss reserve by collecting effectively
  • Ensure compliance with Credit Risk regulations
  • Improve client satisfaction
  • More productive Call Center agents
  • Credit Risk
  • Collections & Recovery Call Center
  • Service and Support

Leverage Existing Technology
  • Integrate both existing and new back office systems including loan, deposit, leasing, investment, CRM, SFA, and more
  •  Integration Tools

 

  • READY TO HEAR MORE? 

To discuss your institution's unique situation with an Astadia sales executive, contact us.

Demos on the AppExchange: Astadia Commercial Banking Platform and Astadia Institutional Investor Platform

PARTNER

PRESS COVERAGE

PRODUCT

SERVICE

Documents