Lending doesn’t have to be so complicated…
This 2 minute video will give you a taste of how CRMNEXT’s platform can streamline your process. We make it stupid simple.
Loans are the growth engine of the credit union.
But… legacy technology might be slowing you down. It’s time for a platform that will facilitate growth. One where the lead process is optimized and keeps everyone who should be in-the-know up to date with current statuses and contact information.
In other words, a platform that takes the guessing game out of the loan process.
That’s where CRMNEXT comes in.
Did you know?
In 2011, Banks and credit unions held 50% of mortgage market share. (Finastra)
But by 2020, their share of the mortgage market had dropped to 21%. (Finastra)
Real talk… People want to give you their money. They have funds at their disposal and if the experience is a good one, they’ll choose your bank or credit union to service their loan rather than the impersonal and human-less app that’s just so easy to use.
But to capture those loans and increase market share, and ensure your team is able to deliver a seamless and positive process for your members and prospects, you need a platform that unites all your data all in one place, so that:
Acting on leads is simple and straightforward.
Info is shared between frontline workers and loan officers in near real-time.
Recommending more personalized product offerings is as easy as a click.
Upselling is a more streamlined process.
That’s what CRMNEXT does best. We’re the CRM platform built for credit unions and banks, and our promise to you is to simplify work, drive growth, and deliver on experience. Simple as that.
“As a former frontline banker, I know how hard it is to handle taking a loan application… With CRMNEXT, we take out the guessing game.”
– Carol Clagett,
Sr. Director of Customer Success
Sr. Director of Customer Success
There’s more to this story…
If you’re itching for more on how CRMNEXT can transform your lending process, the content below is sure to satisfy.
To Watch
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You know you want to see more…. Fill out the form and we’ll be in touch shortly to schedule a call to dive deeper into everything CRMNEXT can do for your lending process… and then some.
CRM made by & for financial services.
If we’ve said it once we’ve said it a thousand time (okay, like a million): the definition of futility is trying to retrofit general business CRM software into a financial services business. Really? Those off-the-shelf CRMs are just going to happen to accommodate all of the specific use-cases and nuances and regulations governing life in financial services today (and tomorrow)? Naaah, we don’t think so. That’s why we created financial CRM software 14 years (and hundreds of the world’s most successful financial services firms) ago. And we came at it from the inside—our creators cut their teeth in financial services before venturing into creating CRM software. How’s that for a great fit? So we also know how many different systems are already at work in your financial services firm, so we have the most robust integrations you can imagine to make getting our CRM software up and running not only quickly, but pretty-darned painlessly. You’re in a unique industry. Insist on purpose-built, industry-insider-created financial CRM software you won’t have to compromise in setting up and using.
CRMNEXT offers as blissful a user experience as you can find among financial CRM systems. Clean, intuitive, and easy to learn, everyone from upper management to the newly hired will take right to CRMNEXT. For financial planning, our CRM appeals to retail advisors who depend on it for timely, efficient lead capture, contact management, automated workflows, and reporting. And upper management? They’ll come to rely on the financial-industry-specific data they need for managing, planning, making decisions, and delivering reports. And, did we mention that integration is our super power? Well, it is. So all from within our humble little financial CRM, everyone in your organization will have their fingers on the system they need to make quick and savvy decisions with the online financial tools they’re already using. It’s time to graduate to the future of financial planning, today, with a CRM purpose-built by your financial industry peers. We solved the problems and challenges you likely still face. And the solution is right under your nose. CRM systems don’t come any more robust, or easy to implement and use than the one you’re looking at right now. Let us prove it to you!
Read more (like your job’s at stake).
FAQs
How does financial CRM software make lending easier?
For businesses offering financial services, CRM software allows you to see where customers are at in the lending process including applications that are pending approval. It gives you the ability to move the process along and get deals closed.
How can a CRM in financial services help improve upselling profitability?
Financial CRM systems allow you to see customer and member history in a centralized location so you can easily determine personalized product offerings. It shares information between teams to make upselling a more streamlined process.
How can a financial planning CRM improve my customer service?
Today’s customers are demanding more from their banks and credit unions. You can stay ahead of the curve with a financial CRM that offers full-service products for banking, lending, investing and insurance. CRMNEXT can assist you in expanding your offerings.
