EnAct is a sales automation and management tool, which can be customized as per the requirements of financial organizations, and offers enhanced productivity, collaboration, analysis and management capabilities.
Utilizing the new technology, Central Bancshares will benefit from better insight into client relationships and sales performance, claims Fiserv.
The new tool has been developed using Microsoft’s Dynamics CRM platform, to successfully deal with the specific CRM needs of commercial banking, retail banking and wealth management.
Apart from offering an integrated, adaptable sales management technology, EnAct offers access to the data needs to help drive significant and sustainable customer acquisition, retention and cross-sales across its enterprise.
Central Bancshares, a $2bn financial holding company manages three community banks and additional insurance and investment brokerage subsidiaries.
The company serves more than 120,000 individual consumers and small to middle market business with full-service banking, investments, mortgages, insurance and wealth management.
