Concentrix details offerings for financial sector

Concentrix has detailed its customer relationship management (CRM) system, accountancy, and business management solutions for use in the finance sector.

The financial sector is among the top spending verticals in the UK with respect to IT.

Concentrix has a range of customers within the financial sector, from small accountancy firms to large financial services businesses.

For many companies operating in the finance sector, struggling with the cost and complexity of aging IT and legacy systems is not an option.

This is where Concentrix is often called in to help: supplying effective CRM, accountancy and business management software, along with hardware, networking and IT infrastructure.

As a fully accredited Sage business partner, supplying the full range of Sage finance and accountancy solutions, Concentrix is frequently called upon by businesses in the financial sector to implement effective financial management and accountancy software.

Much of our business in the financial sector comes from personal recommendation.

Concentrix supplies more than Sage accountancy solutions.

For businesses throughout the financial sector, focusing on customer service is essential, and this is where Concentrix CRM solutions have brought benefits to many businesses.

Concentrix CRM solutions help businesses in the financial sector in a variety of ways.

For example, for businesses supplying financial products, CRM systems help improve long-term customer loyalty and sell more products and services.

Accountability is of utmost priority for many businesses in this sector.

Concentrix CRM solutions standardise customer processes and enable comprehensive audit trails.

For other companies, they streamline workflow, for example, by automating many elements of the service and sales processes, such as basic approval tasks, while consolidating an overall view of customer transactions.

The financial services sector in the UK is one of the largest users of direct mail for marketing, which is where Concentrix CRM products, such as Sage CRM and Microsoft Dynamics CRM, come in to their own.

With marketing functions to help you segment, target, manage and analyse direct mail campaigns, Concentrix can help you gain significant procedural and competitive advantage.

Concentrix solutions go beyond CRM.

The visual data analysis and business intelligence product, Tableau, can bring significant benefits to businesses in the financial sector.

By looking at data from multiple sources in different perspectives, presenting it in an easily understandable format, Tableau can deliver deep insights into what motivates your customers and drives your market, uncovering trends and giving a real understanding of complex information, for example.

Concentrix is fully aware that data and system security is high on the agenda of businesses in the financial sector.

Choosing Concentrix to deploy or upgrade your hardware, network or IT infrastructure at the same time as implementing your new CRM, financial software or business management solution ensures system security is given top priority.

Concentrix can deploy high-security firewalls and security software to digital data protection and backups and other security solutions, to meet the precise needs of your business.

Back to top