Zoho for Financial Services
We help leading financial institutions connect and optimize their global operations in the cloud with Zoho, whether they’re offering services to merchants or customers
You want all of the benefits of running your financial institution cost-effectively
in the cloud using Zoho
Real-time access to in-depth client information
Digital delivery of targeted financial services based on customer behavior
Insights on how to innovate and grow faster
But you want to make sure that your sensitive data is secure and meets regulatory compliance.
In other words, you want your financial institution to be customer-centric, connected, and secure.
Did you know?
73% of consumers prefer to do business with brands that use personal information to make their shopping experiences more relevant
According to Digital Trends
And, a recent study by Infosys found that consumers say personalization plays a key role in their purchasing decisions In the financial services industry, it’s especially important that clients get personalized and relevant information and products. That’s why it is so important for financial institutions to use a cloud-based CRM database with personalization and set it up properly so sales reps have real-time access to in-depth client profiles and customers have moment-of-need access to relevant financial products and services
We get it!
Some of the best practices we’ve implemented for our Financial Services clients
Single inbox for all customer communications even from multiple social sites (exclusively through our Connect App)
Automated loan pre-approvals created by tying merchants’ online loan applications into back-end banking systems
KPI-based reporting and analytics to drive strategic financial services initiatives
Automated broker commission process that manages internal and external brokers
Website integration to build digital relationship with prospects and customers
Real-time financial advisor dashboards to monitor performance
Ready to optimize your financial services workflows and connect them to the cloud?
We’re here to help