New CRM system launches for financial verticals
The web-based customer relationship management (CRM) provider, Sedona Corporation, has released a new version of its CRM offering, Intarsia v5.1, as a vertical CRM application designed and priced for small and mid-sized financial service providers.
The multi-vertical capabilities of Intarsia v5.1 provide financial institutions (such as community and regional banks, credit unions, and insurance companies that support multiple lines of business) with an accurate overall view of the relationships and interactions they have with their customers and prospects.
"We are seeing a trend across many different vertical markets where organisations are diversifying and expanding their portfolio of product offerings to allow them to acquire a greater share of their customers' business," explained Sedona's president and CEO, Marco Emrich. "For example, in today's financial services market, it is becoming more common for banks to sell insurance products and, conversely, for insurance companies to sell banking products."
"Regardless of the size of an organisation or the industry it serves, multi-vertical support has become a requirement for such companies to manage the overall customer relationship," added Emrich.
The new version of Intarsia can be tailored to meet each client's unique processes, back-end system integration, and marketing analytics requirements. It also contains components that are unique to each market (such as agency management for the insurance market).