In a strategic move aimed at transforming the customer experience and automating internal operations, Crédit Agricole Next Bank deployed its new prospect management platform and CRM in March 2024. This launch marks a significant step in the digitalisation of retail banking.
Maxime Charton, Deputy Director of Development, is at the forefront of this initiative and expresses his satisfaction with the successful implementation of this new automation tool. “The deployment of InvestGlass within Crédit Agricole’s Next Bank represents much more than a technical improvement; it is a cultural transformation which allows the bank to continue to innovate and improve its digital journeys in the service of its customers”, declares Maxime Charton.
The right message at the right time, thanks to personalised journeys
The choice of InvestGlass as a lead management solution responds to a major challenge encountered by Crédit Agricole Next Bank: responding effectively to the needs of a growing customer base while managing significant linguistic diversity among employees and customers, who speak more than four different languages. The flexibility and automation capabilities of InvestGlass were decisive in offering an adapted response to this imposing flow of new clients while guaranteeing a personalised and efficient service.
The digitalisation of prospect management: the InvestGlass platform as a backbone
The appointment scheduling, prospect flow automation, and mailing tools integrated into InvestGlass were crucial in achieving this objective. They allowed the bank to manage its communications more agilely and personalizedly, regardless of the channel used. “InvestGlass allows us to optimise our operational efficiency while significantly improving our clients’ experience,” adds Stephane Graeffly, Director of the online agency.
