Project for Norvik Banka

Automation of direct sales with CRM


Task
Automation of client service in direct sales
Solution
Retail banking, corporate banking
Timing
5 months

Project goals

Improve customer service quality
Assign a personal manager to each client
Control the bank’s internal service procedures
Automate document flow
Facilitate access to up-to-date client information

Project features

Regionally distributed structure
Integration with the bank’s internal systems
Tailor-made interface
Fully remote system deployment at the bank

Results

Results
Process automation – from attracting clients to opening accounts
Results in figures

60

users
Results in figures

100

The quality of client service has improved by 100%
Results in figures

16

Latvian cities

Feedback

«We had been familiar with Microsoft Dynamics CRM solution, which was implemented in one of the group’s banks. That’s why our choice of Microsoft Dynamics CRM 2015 wasn’t very difficult – we were sure of this platform’s capability and potential. Navicon’s successful cases of СRM-solutions implementation in financial organisations were no less important».
Igor Rosanov, Norvik Banka board member

Other sector projects

Vozrozhdenie Bank
Automation of corporate block based on Microsoft Dynamics CRM