Customer Relationship Management

Meaningful results to drive your customer relationship management

Implementation of a customer relationship management (CRM) initiative can follow many different approaches. To be effective, however, it must be anchored by accurate profitability information at the customer level.

Generating meaningful profitability results can be challenging for a financial services organization. As financial institutions develop and refine their CRM efforts, they must consider customer, relationship and other profit calculation dynamics, such as funds transfer pricing and activity-based costing, as well as other cost and equity allocations.

Customer relationship management that conforms to you

IPS-Sendero offers the tools, plus integration with a variety of core processing systems, to tailor profitability solutions for your institution's unique CRM needs.

We provide customer and relationship profitability measurement solutions and the expertise to ensure that results are accurate and auditable. This adds the credibility necessary to ensure a successful CRM strategy. And because customer-related decisions impact the development and growth of your entire institution, they are a vital component of your corporate performance management strategy.

IPS-Sendero customer relationship management solutions include:

Relationship Profitability Manager (RPM)

This powerful customer relationship management tool calculates profitability at the customer account level and aggregates customers into relationships. RPM provides information that supports cross-selling efforts and provides "What If" scenarios for pricing new and existing business.

Catalyst

Catalyst serves as the "messenger" between RPM and you. This customer relationship management solution delivers relationship profitability information to the desktops of end users who do not require complete RPM functionality. Information can be shared across your organization, giving insight into how customers use your institution's products and services.

Learn more about these accurate, flexible tools for your customer relationship management. Contact IPS-Sendero today for complete information.