Banking CRM GUI

the representation of internal CRM data (explicitly in retail banking circles)

No target
$531 pledged, USD
Pledge now, pay later.

Project progress

The project has not yet started development, because it is waiting for quotes.

There no developers quoting to develop this project.

Get paid to develop this project.

waiting for quotes
development not yet started

Current Quotes

Get paid to develop this project

Project Info

License is open-source.

4 people are pledging, but no development has yet been paid.

Project Tags

banking crm customer data internal meshing quality representation retail

Project details

the representation of internal CRM data (explicitly in retail banking circles) has been very much dull so far. Plus even if it were enhanced four business managers, it still lacks the “wow” factor and any meaningful database correlation.

What i am proposing in a nutshell is the following: 1. have predefined characteristics that would be true of any retail customer (profitability, rank, social status, working industry etc.) 2. Analyze the already pre-defined business reports built by each business unit 3. incorporate those data elements and give them life by being able to link any and all elements through some logic (almost like correlations) 4. have these notion depicted on a grand pre-defined way (like’s arc display for news) 5. Identify triggers that would keep alerting a set of users of what is going on with the customer: Customer-rep at branch Internal audit Operations Alternative channels Consumer finance etc. Each set of user will be able to identify their most essential needs from the performance reports they already have within the bank.
The smart CRM engine along with an intelligent logic built in can showcase the elements on one screen.

This concept would need direct inputs from each business area running the business parts of the retail group. It can be role based , risk based, profit and loss based, or just plain holistic customer view (what is known as a 360 view of a customer)

add your own

2 comments (oldest first)

Maurice 16 years ago link

Hi Saeed,

Interesting concept. I think most of the data would all ready be there, it would be, in a sense, a mining operation on current data. There may be some additional data required

Or did I miss the point?

saeedsiddiki 16 years ago link

hi Maurice i think u got it…the data of course at the very start has to be modeled and placeholder will be neede for sample dummy data to c how it behaves…

Add a comment

Before you add a comment you must be signed up – it takes about 30 seconds. Sign up now.

Markdown formatting help:

Type thisTo get
* item A
* item B
* item C
  • item A
  • item B
  • item C