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Infor CRM Epiphany (Customer Relationship Management) for Financial Services

As a financial institution, one of the most important things you sell is trust. When your customers trust your company to provide the personalized services they need in ways that are convenient and fair, your business will weather the ups and downs of the economic cycle.

With Infor CRM Epiphany for Financial Services, you'll be able to treat your customers in ways that build their trust in your company and maximize their value, so you:  

  • Grow organically.
  • Lower the cost of service.
  • Expand products per household.
  • Provide outstanding customer service.

Infor CRM Epiphany for Financial Services enables intelligent, event-driven customer interactions over all inbound and outbound customer touch points and all service systems, including the web, automated teller machines (ATMs), interactive voice response (IVR), and mobile devices. You get:

  • Interaction AdvisorProvide customer-facing employees with the knowledge and tools they need to convert more inbound interactions into sales, increase the amount of each sale, and keep customers coming back.
  • Outbound MarketingConduct permission-based and event-based marketing campaigns tightly integrated across multiple channels. Analyze behavior patterns to better understand campaign responses, improve targeting and drive intelligence into subsequent campaigns.
  • SalesIncrease the effectiveness of your sales efforts across the entire customer lifecycle.
  • ServiceRespond to customer service interactions faster, with more useful information, and at a lower cost to your business.

The result: Your customers are happier and more loyal; your business is more successful.