{"id":29866,"date":"2021-06-02T14:20:46","date_gmt":"2021-06-02T12:20:46","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29866"},"modified":"2025-03-28T06:08:14","modified_gmt":"2025-03-28T05:08:14","slug":"5-tips-til-at-skabe-en-neo-bank-med-et-crm","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/da\/5-tips-to-create-a-neo-bank-with-a-crm\/","title":{"rendered":"5 tips til at skabe en Neo Bank med CRM"},"content":{"rendered":"

Neobanker er en ny type bank, som er ved at vinde indpas p\u00e5 markedet. De tilbyder mere kundeservice og tilpasning end traditionelle banker, hvilket har f\u00f8rt til hurtig v\u00e6kst i de senere \u00e5r. Men mange neo-banker k\u00e6mper med at holde p\u00e5 kunderne, n\u00e5r de f\u00f8rst har oprettet en konto. En af hoved\u00e5rsagerne til dette er, at disse typer organisationer ikke har en CRM<\/a> system sat op. Selv hvis du ikke har planer om at lancere din egen neo bank<\/a> N\u00e5r som helst er der andre fordele ved at have et CRM-system, som f.eks. \u00f8get konverteringsrate og forbedret kundetilfredshed!<\/p>\n

I dette blogindl\u00e6g gennemg\u00e5r vi 5 tips til at skabe din helt egen neo bank med CRM<\/a>. Vi d\u00e6kker alt fra at v\u00e6lge den bedste software.<\/p>\n

1. V\u00e6lg et navn til din bank<\/h2>\n

De fleste neo-banker har et f\u00e6ngende navn som Atom, Monzo, Revolut eller N26. Det navn, du v\u00e6lger, vil have stor indflydelse p\u00e5, hvordan din bank opfattes, s\u00e5 det er vigtigt at bruge tid p\u00e5 at brainstorme og beslutte, hvad der bedst repr\u00e6senterer det, din virksomhed st\u00e5r for.<\/p>\n

2. V\u00e6lg en brancheniche - f.eks. finans, teknologi eller f\u00f8devarer<\/h2>\n

N\u00e5r du g\u00e5r ind i en meget overfyldt finansielle tjenester<\/a> branche skal du finde din egen niche. En brancheniche er en god m\u00e5de at skille sig ud p\u00e5 og identificere sig med en bestemt gruppe kunder.<\/p>\n

Kundesegmentering kan v\u00e6re en god m\u00e5de at identificere, hvad niche<\/a> din bank vil passe ind i.<\/p>\n

Hvis du leder efter inspiration, er her en liste over de mest succesfulde neo-banker i Europa:<\/p>\n

- Atom Bank - Teknologi\/Finans-niche<\/p>\n

- Monzo - teknisk niche<\/p>\n

- Revolut - Niche for rejser og finansielle tjenester<\/p>\n

Dette er ogs\u00e5 vigtigt for at skabe din f\u00f8rste kundebaserede, forenklede l\u00f8sning. automatisering af markedsf\u00f8ring<\/a> og \u00f8g hurtigt din kundefastholdelse. Husk Facebook - det var kun tilg\u00e6ngeligt fra en e-mail p\u00e5 et amerikansk universitet.<\/p>\n

Software til styring af kunderelationer hj\u00e6lper dig med at indsamle disse datapunkter. Med din InvestGlass CRM kan du opbygge din ideelle kunderejse for at sikre, at enkel eller kompleks onboarding foreg\u00e5r gnidningsl\u00f8st.<\/p>\n

3. Udvikl et logo og et farveskema, der afspejler virksomhedens v\u00e6rdier og mission.<\/h2>\n

Alle banker har et logo og et farveskema. Det er vigtigt at have det i tankerne, n\u00e5r du udvikler dit eget brand, ellers farer du vild p\u00e5 markedet. Her er lidt inspiration:<\/p>\n

- Deutsche Bank - R\u00f8d, sort<\/p>\n

- Monzo - gr\u00f8n og bl\u00e5<\/p>\n

- AtomBank - orange, lysegr\u00e5<\/p>\n

Azaret Metrio Zintos<\/a><\/p>\n

Vi bygger med InvestGlass CRM en webbaseret portal, som er perfekt til din bank-CRM + forbindelse til tredjepartsl\u00f8sninger s\u00e5som ONFIDO til ansigtsgenkendelse og ID-kontrol, Polixis til navn og AML<\/a> check. AML st\u00e5r for Bek\u00e6mpelse af hvidvaskning af penge<\/a>. Vi kan give dig v\u00e6rdifulde anbefalinger til at opbygge dine forretningsregler og forbinde dine selvbetjeningsportaler med den bedste fintech. Tilslutning af enhver fintech - for at skabe en bank som en tjeneste<\/a> tilgang. <\/p>\n

\n
\"bl\u00e5t<\/figure>\n<\/div>\n

4. Skab en online tilstedev\u00e6relse for din neo-bank med konti p\u00e5 sociale medier, hjemmeside, blogindl\u00e6g og mere traditionelle e-mails.<\/h2>\n

At skrive blog og generere indhold er n\u00f8glen til bes\u00f8g p\u00e5 din hjemmeside og downloads af din app.<\/p>\n

Et eksempel p\u00e5 en online tilstedev\u00e6relse er en Facebook-side. Det er vigtigt at huske p\u00e5, at du altid skal skabe indhold til din Facebook-side ogs\u00e5, s\u00e5 s\u00f8rg for, at det stemmer overens med tonen og kommunikationsstilen p\u00e5 dine andre sociale medier.<\/p>\n

Vi foresl\u00e5r ogs\u00e5, at du opbygger en salgspipeline-styring fra begyndelsen og indsamler data. Dette er dit kontaktcenterstyringssystem - CRM, hvis kundeprofiler vil lette Markedsf\u00f8ring<\/a> kampagner. At sende det rigtige tilbud til den rigtige kunde p\u00e5 det rigtige tidspunkt vil g\u00f8re din bankforretningsprocesser<\/a> smartere. Med InvestGlass har vi bygget en l\u00f8sning til at hyper - individualiser dine e-mails. <\/a><\/p>\n<\/p>\n

5. Find m\u00e5der at engagere kunderne i deres bankoplevelse med et cloudbaseret CRM til neo-banker<\/h2>\n

Det er vigtigt at engagere dine kunder med det rigtige produkt, da deres opm\u00e6rksomhed er lille. G\u00f8r din bankoplevelse interaktiv og interessant for dem - det vil v\u00e6re b\u00e5de givende og resultere i flere kunder.<\/p>\n

S\u00e5 s\u00f8rg for, at du har stillet dig selv disse sp\u00f8rgsm\u00e5l, f\u00f8r du begynder at Opret en ny bank:<\/a> Hvordan opfylder mine nuv\u00e6rende produkter kundernes behov? Hvad er den bedste m\u00e5de at tilbyde personlig service, der taler til den enkelte forbrugers m\u00e5l?<\/p>\n

Med InvestGlass' digitale formularer kan du hurtigt opbygge de mest pr\u00e6cise digital onboarding<\/a> at tilbyde nye erfaringer og l\u00f8sninger: kreditkort, rejser, betalingsfaciliteter, realkreditl\u00e5n og planl\u00e6gning af fast ejendom.<\/p>\n

6. CRM til at tilbyde kundeservice via e-mail eller telefon 24\/7<\/h2>\n

Din bankforretning som neo-bank er altid \u00e5ben! 24\/7 - det er vigtigt at gemme kundeoplysninger i dit CRM-system for at reducere frustrationer og fremskynde kundekontakten. En effektiv kundeoplevelse er s\u00e6rlig vigtig med en neo-bankplatform, da offentligheden normalt er teknisk kyndig. Kunderejser b\u00f8r ogs\u00e5 v\u00e6re forudkonstrueret i dit CRM med en detaljeret vidensbase.<\/p>\n

Hvert kundeengagement gemmes i en kontaktrapport for at sikre, at der tages h\u00e5nd om problemerne, og neo-bankens salgsoplysninger samles i bank-crm<\/a> software.<\/p>\n

Forestil dig, at du har en kunde, der sidder fast i udl\u00e5nsprocesser<\/a>, Du vil gerne arbejde s\u00e5 hurtigt som muligt for at undg\u00e5 frustrationer eller den v\u00e6rste d\u00e5rlige presse p\u00e5 sociale netv\u00e6rk!<\/p>\n

InvestGlass tilbyder v\u00e6rkt\u00f8jer til kundeservicebilletter. Du kan ogs\u00e5 v\u00e6lge en digital formular - en applikation til at tr\u00e6kke sp\u00f8rgsm\u00e5l og oprette en kundesag. Selvbetjening har en gr\u00e6nse ... menneskelig interaktion vil v\u00e6re n\u00f8dvendig, selv for en neo-bank. Menneskelige anbefalinger vil ogs\u00e5 skabe goodwill for dit neo-bank-brand.<\/p>\n

N\u00e5r alle data er indsamlet, behandles de i CRM med en maskinl\u00e6ringsl\u00f8sning for at forbedre din n\u00e6ste interaktion.<\/p>","protected":false},"excerpt":{"rendered":"

Neo banks are a new type of bank that is gaining traction in the marketplace. They offer more customer service and customization than traditional banks, which has led to rapid growth in recent years. However, many neo-banks struggle with retaining customers once they have signed up for an account. One of the main reasons for […]<\/p>\n","protected":false},"author":1,"featured_media":29869,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[37],"class_list":["post-29866","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-neobank"],"yoast_head":"\n5 Tips to Create a Neo Bank with a CRM | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn what customer service is, its importance, and best practices to deliver outstanding customer experiences.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/da\/5-tips-til-at-skabe-en-neo-bank-med-et-crm\/\" \/>\n<meta property=\"og:locale\" content=\"da_DK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Tips to Create a Neo Bank with a CRM\" \/>\n<meta property=\"og:description\" content=\"Neo banks are a new type of bank that is gaining traction in the marketplace. 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