AFFINITI,

for winning relationships

and growth!

AFFINITI CRM

relationship and anti-churn management, Affiniti delivers a fully fledge industry centric customer relationship management solution driven on modular architecture and strictly aligned towards business objectives of client organization. Solution encapsulates process simplification and standardizations pertaining to sales and marketing strategies to deliver a user friendly, yet powerful platform with industry leading technologies and best practices.

Open and layered architecture of Affiniti have made the solution easy to maintain and scalable to cater future solution expansions. Comprehensive Affiniti CRM comprises of multiple modules, which are highly cohesive, yet loosely coupled to deliver the full freedom of solution tailoring and deployment as you see fit to your business need.

Why Affiniti CRM ?

Efficiency Improvement

Cost minimization

Performance Visibility

Modules

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DATA CONNECTOR

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Integrations with Core Banking Systems, Card Management Systems, Data Warehouses and MIS platforms are handled through Data Connector for customer and product portfolio analysis.

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WORKFLOW ENGINE

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Automated process workflow setting up based on a wide spectrum of attributes and SLA monitoring with activity scheduling is enabled through built in Workflow Engine.

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TOUCH-POINT MANAGER (TPM)

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Integration with a wide array of customer touch-points to consolidate and monitor customer engagement journeys are facilitated through TPM Module. TPM primarily facilitates a diverse set of ticket types including but not limited to Service Requests, Complaints and Inquiries, which can be tracked and escalated as per the process requirements of the respective organization. TPM also encapsulates the Customer 360 to consolidate and illustrate the single click view of an individual customer essentially comprising of personal information, product and service engagements, leads, tickets, special notes and analytics.

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SALES CANVAS

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Entire lead origination, allocation and subsequent conversion jouney tracking with sales funnel monitoring is enabled through Sales Canvas. Module also empowers all stakeholders in the sales journey to monitor the performance and to make timely decisions without ever having to leave their workstation. Setting up of customer communications via SMS, Email and omni-channel platforms with multi-lungual configuration is also a key function of Sales Canvas.

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MARKETING

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Customer segmentation based on a wide array of attributes, which can be frequently synchronized with primary data source and creation and execution of marketing campaigns on pre-defined customer segments is the primary role of Affiniti Module. Module also encapsulates Social Media channel aggregation and monitoring with a snapshot dashboard for decision makers to optimize their campaigns.

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CROSS-SELLING AND UP-SELLING

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Solution enables product and service bundling for chosen customer segments, which can identify customers those who are eligible for cross selling and up-selling campaigns with automated outbound campaign channeling for easy tracking and conversion.

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ANALYTICS

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Affiniti delivers a wide spectrum of Dashboard representations for Sales and Marketing managers to monitor the progress and performance. Solution also comprises of a pre-defined set of reports, and also integrates with Jasper Reporting Tool to enable dynamic reports. However, if required Affiniti can be integrated with existing BI Tools of Client organization.

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MOBILE AGENT

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A platform agnostic mobile app to empower field agents to monitor and track their sales, while on the go.

CASE STUDIES

We invite you to explore the case studies we have developed in partnership with our clients. These surely will give you an in-depth perspective of our approach, ingenuity, and capabilities to deliver a cost-effective solution within tight timelines.

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CITIZENS DEVELOPMENT BANK

Citizens Development Business Finance PLC (CDB) is a multi-award winning financial institution with a history of over twenty-five years, ranked within the top five largest licensed financial institutions among 46 Non-Banking Financial Institutions (NBFI) in Sri Lanka.

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VALLIBEL FINANCE

Vallibel Finance is an enterprise which leads the way in bringing to our customers innovative, value for money financial solutions. Having reached the milestone of successful business operations over a period of 13 years, the Company's growing excellence is testament to the hard work and dedication

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OTHER SOLUTIONS

AFFINITI enables end-to-end process automation of collection and post-NPL recoveries for banks and financial institutions, thus minimizing the manual intervention of business users, while maximizing the efficiency of delinquency management.