Ensuring compliance and Mitigating risks are now key priorities for any financial firm.

In the era of fierce competition and evolving regulatory requirements, banks are finding it increasingly difficult to remain profitable. Aggressive financial services environment puts banking profitability at risk.

Insurance firms too face many challenges in today's dynamic market place. In a stern competitive global economy, all insurance firms must efficiently respond to a more demanding customer base & build long term, profitable customer relationships. With investment returns under pressure, firms must also work harder than ever to maximize financial performance & reduce their exposure to loss.

Capital markets industry also continues to be significantly impacted by rapidly changing business environment. Needs of securities / bonds / mutual fund brokers and dealers, and research and investment professionals in the capital markets too have enhanced.

Today's firms are finding it more difficult to grow revenue in satiated markets, hence are turning to emerging markets with specialized products and services to grow.

In such a customer focused business scenario, Customer Relationship Management (CRM) has a vital role to play.

 

AMBIT provides comprehensive set of Customer centric CRM solutions for designed Finance Industry primarily focusing on:

	Banks
	Insurance Services
	Capital Markets / Investment Management / Stock Exchange

Our CRM solutions support critical business activities associated with Banks in a way to:

1. Become a customer centric bank

	Intelligent customer interactions
	Complete view of customers to agents
	Multichannel campaign

2. Build market responsiveness by transforming core banking processes

	Provide process driven solutions
	Integrated front to back solution

3. Abide to the KYC norms put down by the Reserve Bank of India.

4. Improve Operational Effectiveness of Corporate Assets

	Achieve full utilization of company resources
	Manage projects more effectively & efficiently

5. Evolve to an Agile, Intelligent and Secure Platform

	Deliver new banking solutions to existing customers
	Secure client data
	Know complete customer data across all channels - aids decision making

Our CRM solutions support critical business activities associated with Insurance Services in a way to:

1. Manage new quotes and renewal and improve referral management effectiveness
2. Leverage customer portfolio information for up-sell/cross-sell opportunities
3. Maintain current and comprehensive customer portfolios at both individual and
    household levels
4. Gain critical insights into your client portfolios through comprehensive business
     intelligence capabilities 

Our CRM solutions support critical business activities associated with Capital Markets in a way to:

1. Capture investment profiles to target offers and leads, while shortening sales cycles
     and increasing investment offers
2. Manage security exposure, market, and operations risk
3. Improve Operational Effectiveness of Human Capital and Financial Processes

In case of Stock exchanges, accurate customer address data is vital for planning site visits, marketing campaigns, mailing corporate communications and to obtain essential statistics for official documents such as the Exchange's Annual Report. With AMBIT’s CRM solutions, customer data entry as well as transaction is accurate.

AMBIT’s CRM solutions for Wealth Management enables financial services firms increase retention rates and revenue growth through improved client management and personalized service to the top of the customer base. The solution helps to identify, acquire, and retain high value clients, and manage the client relationship to increase revenue and improve operational efficiencies.

Ambit Software provides CRM solutions that feature out-of-the-box business processes, and business logic designed to support the unique requirements of these industries along with,

	Faster time to business value
	Less customization
	Lower total cost of ownership (TCO)

Ambit Software also leverages technology leadership to ensure that industry-specific functionality is built in at all application levels-not just the user interface. So organizations can deploy Ambit CRM with the confidence that their CRM solution is designed for their industry requirements.

With rising demand for innovative customer service, complex global operations & business challenges, Ambit CRM for Financial Services delivers a powerful combination of technology and comprehensive business applications, including key functionality built specifically for banking, insurance, and capital markets organizations.