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Empowering Thai Credit Bank with Smart CRM and 360° Customer View Solutions
GROWTH INNOVATIONS
Client
Date
Aug 2022
Service
Transformation Consulting
Website
CLIENT'S STORY

A major financial institution in Thailand, focused on providing access to financial services for MSMEs (Micro, Small, and Medium Enterprises), set out to improve customer engagement and operational efficiency through innovative, tech-driven solutions. With a diverse base of small business owners and stakeholders, the bank required a seamless, data-driven system to streamline processes and deliver stronger customer experiences.

THE CHALLENGE

The bank faced the challenge of managing a vast and varied customer base while still delivering personalized services. With rising competition and a growing need for deeper customer insights, it required a unified solution to centralize customer data, automate lead management, and enhance support through more efficient communications.

THE RESULTS

• Customer Delight: Enhanced customer satisfaction through smoother, more personalized experiences.

• Data-Driven Decisions: Improved decision-making through holistic customer views and insights.

• Automation & Efficiency: Significant cost and time savings achieved by automating routine tasks and streamlining processes.

OUR APPROACH

To address these challenges, we developed a unique 360° customer view that included all key data points, such as engagement scores, interaction history, and timeline of activities. This holistic profile allowed Thai Credit Bank to gain deeper insights into their customer needs and tailor their products and services accordingly.

Additionally, we implemented a smart lead management system that centralized databases, making it easier for teams to track leads through the funnel and optimize performance. Lastly, we introduced a customer chat center to streamline communications and enhance customer support.

CRM dashboard interface showing customer profile, chat inbox, loan application conversations, lead search, and smart lead management tools.

What's Next?


With the new systems in place, the bank is now positioned to further refine its customer engagement strategies by leveraging advanced data analytics and AI-driven solutions. As growth continues, the focus will remain on improving efficiency and delivering superior customer experiences.

"The platform has improved our processes, made our operations more transparent, and allowed us to deliver exceptional customer experiences with greater efficiency and precision."
Head of Innovation
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