CRM

Putting the Customer at the Center of Your Efforts

Fiserv VISION’s Cleartouch enhances your Customer Relationship Management (CRM) capabilities by providing the comprehensive solutions you need to execute your CRM strategies.  CRM is about putting the customer at the center of your efforts. So how can you tell if a bank is customer-centric? Go behind the teller line, peer over the CSR’s shoulder or even visit the executive offices and you’ll begin to see the difference. It starts with something as basic as the desktop. At a customer-centric bank you’ll notice significant differences in the tools used and the information available to develop CRM strategies and serve your customer.

Fiserv VISION’s Cleartouch delivers on the promise of the customer-centric bank with a full spectrum of CRM capabilities. Cleartouch provides a complete view of your customer and all of his/her relationships, whether personal, commercial, or off balance sheet accounts.  All of the information is up-to-date, in real-time, no matter what channel customers use to access their accounts.  Real-time messages and sales ticklers deliver key information where it is needed to ensure your front-line staff has the details they need to deliver proactive, superior service. With Cleartouch, you can manage customer requests, escalate these requests within the organization, and assign action items between people and departments. You can also automatically assign completion dates and track progress to ensure that customer requests are fulfilled in a timely manner, escalating critical tasks when needed to ensure a culture of accountability.

In addition, Fiserv VISION’s business intelligence solutions provide the information and insights critical to defining, executing and measuring the success of your CRM efforts.  Fiserv VISION’s iVue solution delivers customer centered cross-sell and product penetration reports that clearly identify growth opportunities for your financial institution.  Create, analyze and distribute information across your enterprise, tracking marketing campaign progress and product penetration ratios for all your customers.

Customer-centric banks recognize the value their customers provide, not only in the deposits they bring but in their potential for new business. They develop existing relationships and build new ones through cross-sales. Their desktops display a profile of the customer’s entire relationship, providing the opportunity to cross-sell the services that produce revenue that is so vital in today’s competitive climate. Fiserv VISION is uniquely positioned to make your bank’s CRM strategy successful through Cleartouch.