Project Description

Building Client Relationships and Streamlining Processes

Sockeye works with financial institutions to help them evolve to meet changing customer expectations and grow their bottom line. Sockeye has leveraged Microsoft technologies to help build stronger client relationships, maximize client product/service portfolios, and deliver advanced reporting and business intelligence to guide strategic planning.

How Can Customer Relationship Management and Business Intelligence Help?

Sockeye has helped financial institutions leverage Customer Relationship Management software solutions to effectively market their broad array of services to their clients. Each client interaction represents an opportunity to offer products or services that the client may not be aware of. Business Intelligence solutions offer the ability to access data from a wide variety of disparate sources and obtain valuable metrics that can guide organizational planning and strategic decision making.

  • Availability of Customer Information
  • Eligibility Determination
  • Marketing Management and Automation
  • Sales Opportunity Management
  • Case Management
  • Business Process Automation
  • Business Intelligence and Reporting