It’s more challenging than ever to compete in a market glutted with financial products of all shapes and sizes from both traditional and non-traditional providers. To rise above the clutter, you have to start by targeting appropriate offerings to the right members at the ideal time through the exact channel that meets their needs. Of course once the message is delivered, you need a solid process for progressing sales through to closure. FIS can get you there with MISER^® CRM.

The campaign management power that’s built into the solution gives you the ability to analyze data you have captured or imported about various prospect and member segments. Armed with this intelligence, you can craft and execute personalized, multi-channel messages and offers to attract new members and retain existing ones. In addition, you can push your campaigns to your front line staff where branch and call center representatives are led through pre-defined scripts or workflows.

The objectives management component of MISER CRM takes you to the next step by helping you create, track and measure sales and referral objectives. Specific goals – expressed in dollar amounts or number of products sold – can be set for each staff member, department or branch during a specified period of time. Once established, multi-level rewards can then be offered as incentives.

Because MISER CRM is fully integrated with MISER Branch Automation, the foundation of the suite, you will benefit from a robust and comprehensive workflow management system, as well as contact management, referral management and prospect management components.