Financial institutions interact with people on many levels, each interaction generates information about customers and prospects. A Customer Relationship Management system allows you the opportunity to improve service, improve efficiency, and make new sales.
Enhance Service & Experience
Capture valuable customer interactions across all channels and share an integrated view of enhanced and accurate customer information with all front-line personnel.
Automate service, sales and operational workflows while calculating and tracking incentives to manage pipelines and referrals.
Leverage next best product and sales scripts to create targeted follow-up lists for staff making it easy to send, receive and track referrals.
CallTrax NEXT is a CRM system designed exclusively for financial institutions. At Marquis, we speak your language, and have built a CRM system with features and functionality designed around financial services practices, with terms that are recognizable and intuitive.
Contact us for more information about our CRM software.