Finance
Concentrix Solutions for the Financial Sector
The financial sector is among the top spending verticals in the UK with respect to IT. So it's not surprising that Concentrix has a wide range of customers within the financial sector, from small accountancy firms to large financial services businesses. And 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.
Financial and Accountancy Software
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. For example, Concentrix has many accountancy firms as customers, who frequently recommend Concentrix to other accountancy firms.
CRM for the Financial Sector
Concentrix supplies far more than Sage Accountancy solutions. For businesses throughout the financial sector, focussing 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 wide 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. And of course, it doesn't stop at direct mail. Whatever your marketing communications activities, Concentrix CRM solutions will bring significant gains.
Data Analysis and Business Intelligence
Concentrix solutions go beyond even 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.
Security and Infrastructure
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 on a wide variety of levels is given top priority. Concentrix can deploy high security firewalls and state-of-the-art security software to digital data protection and backups and other security solutions, to meet the precise needs of you business.
For more information about how Concentrix can help businesses in the financial sector improve software, infrastructure or IT, please contact Concentrix.
