Institutional CRM Software
I. Customer Management Module: Breaking Down Data Silos
Addresses fragmented customer information by integrating data from all channels into a unified view for centralized and standardized management:
· Customer Collection & Entry: Supports manual input, multi-format file imports (CSV, Excel, etc.), and system integration (e.g., asset management, investment banking), breaking down business-line data barriers.
· 360° Customer View: Consolidates basic information, collaboration records, related clients, financial data, and service history to present a complete picture, enabling quick insight into client status.
· Data Access Control: Provides layered authorization (My Clients – Team Clients – Department Clients – All Clients), balancing information security with cross-level collaboration and sharing.
II. Potential Customer Management Module: Enhancing Conversion Efficiency
Improves inefficient prospect conversion through standardized lifecycle management and precise evaluation:
· Lifecycle Management: Defines status transitions (Active Development – Pending Assignment – Successfully Converted – Dormant), tracks progress in real time, and supports manual adjustments for flexibility.
· Conversion Mechanism: Offers both system-automated (rule-based) and manual conversion workflows, synchronizing data into official customer records for continuity.
· Completeness Assessment: Evaluates information integrity using indicators such as phone, address, and risk preferences, ensuring comprehensive data collection to support conversion decisions.
III. Visit Records & Activity Management Module: Breaking Collaboration Barriers
Solves cross-department collaboration inefficiency through standardized recordkeeping and coordinated workflows:
· Activity Information Management: Centralizes details of communications and visits, with multi-channel input (CRM, strategic account teams) for consolidated data.
· Permissions & Service Plans: Applies layered permissions (My Activities – Team Activities – Department Activities – All Activities) and supports standardized service plans with to-do reminders.
· Activity Attachment Management: Enables uploading of drafts, meeting notes, and other documents for shared access, reducing cross-department communication costs.
IV. Opportunity Management Module: Standardizing the Entire Opportunity Process
Tackles disorganized opportunity handling by improving conversion rates with standardized workflows and collaboration:
· Information & Status Flow: Records basic opportunity information with defined stages (New – Submitted – Responded – Closed Won / Lost), clarifying responsibilities and supporting HQ-branch collaboration.
· Evaluation & Assignment: Once submitted, opportunities are evaluated by coordinators and assigned based on demand and resource fit, with real-time progress tracking.
· Data Access Control: Permissions segmented into My Opportunities – Department Opportunities – All Opportunities, ensuring confidentiality with targeted sharing.
V. Customer Segmentation & Profiling Module: Enhancing Service Precision
Improves service accuracy via multi-dimensional tagging and dynamic segmentation for differentiated customer services:
· Segmentation Management: Automatically or manually assigns customer tiers based on rules, dynamically updating with metrics such as asset scale and contribution, providing a basis for resource allocation.
· Tagging & Profiling System: Includes system-generated tags (e.g., industry, transaction behavior) and custom tags. Builds multi-dimensional customer profiles to enable precision marketing (e.g., recommending margin financing services to “potential securities financing clients”).
VI. Analytics & Reporting Module: Strengthening Data-Driven Decisions
Reinforces decision-making support through multi-dimensional analytics and visualization:
· Multi-Dimensional Statistics: Covers dimensions such as customers, opportunities, projects, teams, and products, with dual chart and list views.
· Drill-Down & Permission Control: Allows aggregated metrics to drill down to details. Management can view departmental-level summaries, and results can be exported in multiple formats for strategic decision support.
