This review was last updated by
This CRM Review examines SEDONA CRM.
In-Depth CRM Review
1003 W. 9th Avenue
King of Prussia, PA 19406-1210
CRM Category: Field Sales Support – Cloud
Vertical Solution: 522110 – Banking
Seats: Small Enterprise
About the Company:
For more than a decade, community and regional financial institutions – and the core application and service providers supporting them – have trusted SEDONA Corporation for its advanced Web-based customer relationship management (CRM) software and services. No wonder. Our principal staff, collectively, has more than 100 years of financial industry experience.
We dominate the community and regional financial services market particularly because of SEDONA CRM™. In fact, today we have an established client base of SEDONA CRM and SEDONA MRM users with more than $60 billion in combined assets.
SEDONA CRM has proven itself the most effective, cost-efficient way for community and regional financial institutions to increase the profitability of their customer portfolios. And it has attracted quite a number of leading core system and service providers to partner with us. Chief among them are COCC, Share One, Bradford Scott, and GBS.
Some SEDONA partners private-label and fully embed SEDONA CRM in their own systems. Other partners elect to resell SEDONA CRM as a value-added component of their existing product portfolios.
However our products are sold, we remain committed to offering state-of-the-art financial services CRM solutions that help our customers succeed.
About the Product:
Meet SEDONA CRM™, the banking industry’s easiest-to-implement yet most advanced customer relationship management tool. With it, you can reach out to more banking customers and prospects to establish the kind of relationship that best helps you help them achieve their financial goals. These days, that is more important than ever.
SEDONA CRM – coupled with our professional banking services – is a solution that has proven itselftime and time again with community and regional banks. They value the quick, tangible results thatSEDONA CRM brings them, noticeable primarily in a growing ledger of more-profitable and loyal banking customers.
Your banking customer base and credit union membership is living through an extraordinary disruption in their financial lives and during this economic crisis, the trend for profitability of most households has been sharply downward. That is why it is vital for your institution to understand the new customer and member landscape and take action to cut its losses, shore up profitability, and manage relationships smartly.
Your market is ripe for defections from national banks, whose shaky financial situations have made worldwide headlines for months.
SEDONA CRM/SEDONA MRM helps you understand and react to this new landscape because the system pulls in data from your core system and other applications and consolidates all accounts and services for individuals and households, measuring their profitability in the process.
- reach out to your most profitable households to boost retention.
- segment individuals, households, and businesses for tailored loyalty programs.
- identify customers or members who are at risk for loan defaults.
- identify at-risk households, whose balances have dropped dramatically.
- target prospects defecting from other banks.
- increase your referral rates and success opening new accounts.
- better target your marketing campaigns and closely measure the results.
- focus your efforts on the most successful programs and campaigns.
- build your reputation with your customers and members.
With the short ramp-up time required by SEDONA CRM or SEDONA MRM, you can embark on all these initiatives quickly in order to start seeing results in the next quarter.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of SEDONA CRM:
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