Financial service providers (FSP’s) need a suite of software tools to provide products and services to their clients, as well as to manage their internal business processes and to satisfy industry regulations.
Bitrix24 provides a broad spectrum of customisable features which cover customer relationship management, internal and external communications, task management, online document storage, workflow management and much more.
With Bitrix24’s CRM, all client contact details are stored in one place with specific documents like application forms, contracts or financial service agreements. Uploaded files can be stored with the client Contact, the particular Lead or Deal, or on the Bitrix24.Drive.
The CRM Pipelines can be uniquely configured to the FSP’s internal processes. Also, custom fields can be configured to capture any information that is specific to the financial sector, the client, or the product or service provided. Specific information is easily collected using CRM Forms, which can be embedded in webpages and the submitted information is automatically updated in the CRM.
Keeping track of client communications is essential for FSP’s. The Contact Center provides a central place to manage all communication channels. It is possible to integrate Bitrix24’s Webmail with various email services, for example Gmail or Office365. All inbound and outbound client emails are linked to the respective Contact, Lead and Deal. Client communication via social media integrations (Facebook and Instagram) and messaging platform integrations (WhatsApp and Telegram) is also channelled back with the Contact Center.
To ensure that workflow is effectively managed with clear responsibilities and traceability for audit purposes, internal or client-related Tasks can be tracked against plan through to completion. Bitrix24 Tasks are also fully integrated with the CRM to ensure client related deadlines are achieved.
There are many other Bitrix24 features which are ideal for FSP’s, like Telephony, Marketing, Business Process Automation, HD Video Conferencing, integrated Calendars and much more.
