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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Establish a robust and efficient commercial tracking system that captures all relevant information about both existing and prospective customers. The core objective is to enhance your business growth through the establishment of more effective communication pathways. Utilizing GeoCRM, you can log calls, meetings, emails, and other customer interactions, ensuring you maintain a high standard of service. This platform is versatile, adapting to various industries and crafting tailored strategies for different customer types, thereby enhancing productivity by aligning with your specific business needs. Monitor every touchpoint with customers across diverse channels and departments within your organization. Categorize your clientele based on their current value and potential future worth to refine your marketing initiatives. Additionally, by mapping the geographical locations of your customers alongside the nearest service points, you can identify market areas that remain untapped, allowing for strategic expansion opportunities. Ultimately, this comprehensive approach not only streamlines customer management but also positions your business for sustained growth and success.

Description

Financial institutions increasingly require advanced software solutions to effectively utilize the vast amounts of data they gather regarding their services and customer interactions. This software must be capable of real-time data analysis to uncover correlations and recognize emerging trends. Additionally, it should generate comprehensive reports and visual representations of these complex analyses, which can assist the bank's leadership in making informed decisions. By analyzing all services available through the bank's active retail channels, targeted marketing strategies can be crafted, such as providing tailored value-added services that enhance the overall customer experience. To help banks maximize the potential of their extensive data and develop a thorough understanding of the information crucial for strategic insights, Auriga has introduced the WWS BAM (Business Analytics Management) system, which streamlines the analytics process and empowers decision-makers with actionable intelligence. This innovative approach not only enhances operational efficiency but also positions banks to adapt swiftly to market changes and customer preferences.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

YouTube Yes 

Integrations

YouTube No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Geobis

Country

United States

Website

www.geobis.com/crm/

Vendor Details

Company Name

Auriga

Country

United States

Website

www.aurigaspa.com/en/banking/products-and-solutions/business-analytics/wws-business-analytics-management/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Alternatives

Alternatives