{"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":"%e5%88%a9%e7%94%a8-crm-%e5%88%9b%e5%bb%ba%e6%96%b0%e9%93%b6%e8%a1%8c%e7%9a%84-5-%e4%b8%aa%e6%8a%80%e5%b7%a7","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/5-tips-to-create-a-neo-bank-with-a-crm\/","title":{"rendered":"\u5229\u7528 CRM \u521b\u5efa\u65b0\u94f6\u884c\u7684 5 \u4e2a\u6280\u5de7"},"content":{"rendered":"

\u65b0\u94f6\u884c\u662f\u4e00\u79cd\u65b0\u578b\u94f6\u884c\uff0c\u6b63\u5728\u5e02\u573a\u4e0a\u83b7\u5f97\u8d8a\u6765\u8d8a\u591a\u7684\u9752\u7750\u3002\u4e0e\u4f20\u7edf\u94f6\u884c\u76f8\u6bd4\uff0c\u5b83\u4eec\u63d0\u4f9b\u66f4\u591a\u7684\u5ba2\u6237\u670d\u52a1\u548c\u5b9a\u5236\u670d\u52a1\uff0c\u56e0\u6b64\u8fd1\u5e74\u6765\u53d1\u5c55\u8fc5\u901f\u3002\u7136\u800c\uff0c\u8bb8\u591a\u65b0\u5f0f\u94f6\u884c\u5728\u5ba2\u6237\u6ce8\u518c\u8d26\u6237\u540e\u5f88\u96be\u7559\u4f4f\u4ed6\u4eec\u3002\u5176\u4e2d\u4e00\u4e2a\u4e3b\u8981\u539f\u56e0\u662f\uff0c\u8fd9\u7c7b\u673a\u6784\u6ca1\u6709\u4e00\u4e2a \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u7cfb\u7edf\u8bbe\u7f6e\u3002\u5373\u4f7f\u60a8\u4e0d\u6253\u7b97\u63a8\u51fa\u81ea\u5df1\u7684 \u65b0\u94f6\u884c<\/a> \u5728\u4e0d\u4e45\u7684\u5c06\u6765\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u8fd8\u80fd\u5e26\u6765\u5176\u4ed6\u4e00\u4e9b\u597d\u5904\uff0c\u5982\u63d0\u9ad8\u8f6c\u6362\u7387\u548c\u5ba2\u6237\u6ee1\u610f\u5ea6\uff01<\/p>\n

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1.\u9009\u62e9\u94f6\u884c\u540d\u79f0<\/h2>\n

\u5927\u591a\u6570\u65b0\u94f6\u884c\u90fd\u6709\u4e00\u4e2a\u54cd\u4eae\u7684\u540d\u5b57\uff0c\u5982 Atom\u3001Monzo\u3001Revolut \u6216 N26\u3002\u60a8\u9009\u62e9\u7684\u540d\u79f0\u5c06\u5bf9\u94f6\u884c\u7684\u5f62\u8c61\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\uff0c\u56e0\u6b64\uff0c\u82b1\u65f6\u95f4\u96c6\u601d\u5e7f\u76ca\u5e76\u51b3\u5b9a\u4ec0\u4e48\u6700\u80fd\u4ee3\u8868\u8d35\u516c\u53f8\u7684\u7406\u5ff5\u975e\u5e38\u91cd\u8981\u3002.<\/p>\n

2.\u9009\u62e9\u4e00\u4e2a\u7ec6\u5206\u884c\u4e1a--\u5982\u91d1\u878d\u3001\u79d1\u6280\u6216\u98df\u54c1<\/h2>\n

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\u5982\u679c\u60a8\u60f3\u5bfb\u627e\u4e00\u4e9b\u7075\u611f\uff0c\u8fd9\u91cc\u6709\u4e00\u4efd\u6b27\u6d32\u6700\u6210\u529f\u7684\u65b0\u94f6\u884c\u540d\u5355\uff1a<\/p>\n

- Atom \u94f6\u884c - \u6280\u672f\/\u91d1\u878d\u9886\u57df<\/p>\n

- Monzo - Tech Niche<\/p>\n

- Revolut - \u65c5\u6e38\u4e0e\u91d1\u878d\u670d\u52a1\u7ec6\u5206\u5e02\u573a<\/p>\n

\u8fd9\u5bf9\u4e8e\u521b\u5efa\u60a8\u7684\u7b2c\u4e00\u4e2a\u5ba2\u6237\u57fa\u7840\u3001\u7b80\u5316\u60a8\u7684 \u8425\u9500\u81ea\u52a8\u5316<\/a> \u5e76\u8fc5\u901f\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387\u3002\u8bf7\u8bb0\u4f4f Facebook\uff0c\u5b83\u53ea\u80fd\u901a\u8fc7\u7f8e\u56fd\u5927\u5b66\u7684\u7535\u5b50\u90ae\u4ef6\u8bbf\u95ee\u3002.<\/p>\n

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3.\u5236\u5b9a\u80fd\u53cd\u6620\u516c\u53f8\u4ef7\u503c\u89c2\u548c\u4f7f\u547d\u7684\u6807\u8bc6\u548c\u914d\u8272\u65b9\u6848<\/h2>\n

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- \u5fb7\u610f\u5fd7\u94f6\u884c - \u7ea2\u8272\u3001\u9ed1\u8272<\/p>\n

- Monzo - \u7eff\u8272\u4e0e\u84dd\u8272<\/p>\n

- AtomBank - \u6a59\u8272\u3001\u6d45\u7070\u8272<\/p>\n

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

\u6211\u4eec\u5229\u7528 InvestGlass CRM \u5efa\u7acb\u4e86\u4e00\u4e2a\u57fa\u4e8e\u7f51\u7edc\u7684\u95e8\u6237\uff0c\u8be5\u95e8\u6237\u975e\u5e38\u9002\u5408\u60a8\u7684\u94f6\u884c CRM + \u4e0e\u7b2c\u4e09\u65b9\u89e3\u51b3\u65b9\u6848\u7684\u8fde\u63a5\uff0c\u5982\u7528\u4e8e\u4eba\u8138\u8bc6\u522b\u548c\u8eab\u4efd\u68c0\u67e5\u7684 ONFIDO\u3001\u7528\u4e8e\u59d3\u540d\u548c\u8eab\u4efd\u68c0\u67e5\u7684 Polixis\u3002 AML<\/a> \u68c0\u67e5\u3002AML \u4ee3\u8868 \u53cd\u6d17\u94b1<\/a>. .\u6211\u4eec\u53ef\u4ee5\u4e3a\u60a8\u63d0\u4f9b\u5b9d\u8d35\u7684\u5efa\u8bae\uff0c\u5e2e\u52a9\u60a8\u5efa\u7acb\u4e1a\u52a1\u89c4\u5219\uff0c\u5e76\u5c06\u60a8\u7684\u81ea\u52a9\u670d\u52a1\u95e8\u6237\u4e0e\u6700\u4f73\u91d1\u878d\u6280\u672f\u8fde\u63a5\u8d77\u6765\u3002\u8fde\u63a5\u4efb\u4f55\u91d1\u878d\u79d1\u6280--\u521b\u5efa\u4e00\u4e2a \u94f6\u884c\u670d\u52a1<\/a> \u65b9\u6cd5\u3002. <\/p>\n

\n
\"\u84dd\u9ec4\u62bd\u8c61\u753b\"<\/figure>\n<\/div>\n

4.\u901a\u8fc7\u793e\u4ea4\u5a92\u4f53\u8d26\u6237\u3001\u7f51\u7ad9\u3001\u535a\u5ba2\u6587\u7ae0\u548c\u66f4\u4f20\u7edf\u7684\u7535\u5b50\u90ae\u4ef6\u4e3a\u60a8\u7684\u65b0\u94f6\u884c\u521b\u5efa\u5728\u7ebf\u5f62\u8c61<\/h2>\n

\u64b0\u5199\u535a\u5ba2\u548c\u751f\u6210\u5185\u5bb9\u662f\u7f51\u7ad9\u8bbf\u95ee\u91cf\u548c\u5e94\u7528\u7a0b\u5e8f\u4e0b\u8f7d\u91cf\u7684\u5173\u952e\u3002.<\/p>\n

Facebook \u9875\u9762\u5c31\u662f\u4e00\u4e2a\u5728\u7ebf\u5b58\u5728\u7684\u4f8b\u5b50\u3002\u91cd\u8981\u7684\u662f\u8981\u7262\u8bb0\uff0c\u60a8\u4e5f\u5e94\u59cb\u7ec8\u4e3a Facebook \u9875\u9762\u521b\u5efa\u5185\u5bb9\uff0c\u56e0\u6b64\u8981\u786e\u4fdd\u8fd9\u4e9b\u5185\u5bb9\u4e0e\u60a8\u5176\u4ed6\u793e\u4ea4\u5a92\u4f53\u8d26\u6237\u4e0a\u7684\u4ea4\u6d41\u8bed\u6c14\u548c\u98ce\u683c\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n

\u6211\u4eec\u8fd8\u5efa\u8bae\u4ece\u4e00\u5f00\u59cb\u5c31\u6536\u96c6\u6570\u636e\uff0c\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u7ba1\u7406\u3002\u8fd9\u5c31\u662f\u60a8\u7684\u8054\u7edc\u4e2d\u5fc3\u7ba1\u7406\u7cfb\u7edf--\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08CRM\uff09\uff0c\u5ba2\u6237\u6863\u6848\u5c06\u6709\u52a9\u4e8e \u5e02\u573a\u8425\u9500<\/a> \u6d3b\u52a8\u3002\u5728\u6b63\u786e\u7684\u65f6\u95f4\u5411\u6b63\u786e\u7684\u5ba2\u6237\u53d1\u9001\u6b63\u786e\u7684\u62a5\u4ef7\uff0c\u5c06\u4f7f\u60a8\u7684 \u94f6\u884c\u4e1a\u52a1\u6d41\u7a0b<\/a> \u66f4\u806a\u660e\u3002\u901a\u8fc7 InvestGlass\uff0c\u6211\u4eec\u5efa\u7acb\u4e86\u4e00\u4e2a\u89e3\u51b3\u65b9\u6848\u6765 \u8d85--\u4e2a\u6027\u5316\u7535\u5b50\u90ae\u4ef6\u3002. <\/a><\/p>\n<\/p>\n

5.\u5229\u7528\u65b0\u94f6\u884c\u7684\u4e91 CRM\uff0c\u627e\u5230\u8ba9\u5ba2\u6237\u53c2\u4e0e\u94f6\u884c\u4e1a\u52a1\u4f53\u9a8c\u7684\u65b9\u6cd5<\/h2>\n

\u7528\u5408\u9002\u7684\u4ea7\u54c1\u5438\u5f15\u5ba2\u6237\u662f\u5173\u952e\uff0c\u56e0\u4e3a\u4ed6\u4eec\u7684\u6ce8\u610f\u529b\u5f88\u77ed\u6682\u3002\u8ba9\u5ba2\u6237\u5bf9\u60a8\u7684\u94f6\u884c\u4e1a\u52a1\u4f53\u9a8c\u4ea7\u751f\u4e92\u52a8\u548c\u5174\u8da3--\u8fd9\u6837\u65e2\u80fd\u8ba9\u5ba2\u6237\u5f97\u5230\u56de\u62a5\uff0c\u53c8\u80fd\u5438\u5f15\u66f4\u591a\u5ba2\u6237\u3002.<\/p>\n

\u56e0\u6b64\uff0c\u5728\u5f00\u59cb\u4ee5\u4e0b\u5de5\u4f5c\u4e4b\u524d\uff0c\u8bf7\u786e\u4fdd\u60a8\u5df2\u7ecf\u95ee\u8fc7\u81ea\u5df1\u8fd9\u4e9b\u95ee\u9898 \u521b\u5efa\u65b0\u94f6\u884c\uff1a<\/a> \u6211\u76ee\u524d\u7684\u4ea7\u54c1\u5982\u4f55\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\uff1f\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u7684\u6700\u4f73\u65b9\u5f0f\u662f\u4ec0\u4e48\uff1f<\/p>\n

\u4f7f\u7528 InvestGlass \u6570\u5b57\u8868\u683c\uff0c\u60a8\u53ef\u4ee5\u5feb\u901f\u5efa\u7acb\u6700\u51c6\u786e\u7684 \u6570\u5b57\u5165\u804c<\/a> \u63d0\u4f9b\u65b0\u7684\u4f53\u9a8c\u548c\u89e3\u51b3\u65b9\u6848\uff1a\u4fe1\u7528\u5361\u3001\u65c5\u6e38\u3001\u652f\u4ed8\u8bbe\u65bd\u3001\u62b5\u62bc\u8d37\u6b3e\u548c\u623f\u5730\u4ea7\u89c4\u5212\u3002.<\/p>\n

6.\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u6216\u7535\u8bdd\u63d0\u4f9b\u5168\u5929\u5019\u5ba2\u6237\u670d\u52a1<\/h2>\n

\u4f5c\u4e3a\u4e00\u5bb6\u65b0\u94f6\u884c\uff0c\u60a8\u7684\u94f6\u884c\u4e1a\u52a1\u59cb\u7ec8\u662f\u5f00\u653e\u7684\uff01\u5168\u5929\u5019 24\/7 - \u5c06\u5ba2\u6237\u4fe1\u606f\u5b58\u50a8\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u4e2d\u5bf9\u4e8e\u51cf\u5c11\u632b\u6298\u611f\u548c\u52a0\u5feb\u4e0e\u5ba2\u6237\u7684\u63a5\u89e6\u975e\u5e38\u91cd\u8981\u3002\u5728\u65b0\u94f6\u884c\u5e73\u53f0\u4e0a\uff0c\u9ad8\u6548\u7684\u5ba2\u6237\u4f53\u9a8c\u5c24\u4e3a\u91cd\u8981\uff0c\u56e0\u4e3a\u516c\u4f17\u901a\u5e38\u7cbe\u901a\u6280\u672f\u3002\u8fd8\u5e94\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e2d\u9884\u5148\u6784\u5efa\u8be6\u7ec6\u7684\u77e5\u8bc6\u5e93\uff0c\u4ee5\u5b9e\u73b0\u5ba2\u6237\u65c5\u7a0b\u3002.<\/p>\n

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\u60f3\u8c61\u4e00\u4e0b\uff0c\u60a8\u6709\u4e00\u4f4d\u5ba2\u6237\u88ab\u56f0\u5728 \u501f\u8d37\u6d41\u7a0b<\/a>, \u60a8\u5e0c\u671b\u5c3d\u53ef\u80fd\u5feb\u5730\u8fdb\u884c\u64cd\u4f5c\uff0c\u4ee5\u9632\u6b62\u793e\u4ea4\u7f51\u7edc\u4e0a\u51fa\u73b0\u4efb\u4f55\u632b\u6298\u6216\u6700\u7cdf\u7cd5\u7684\u8d1f\u9762\u65b0\u95fb\uff01<\/p>\n

InvestGlass \u63d0\u4f9b\u5ba2\u6237\u670d\u52a1\u5355\u5de5\u5177\u3002\u60a8\u8fd8\u53ef\u4ee5\u9009\u62e9\u6570\u5b57\u8868\u5355--\u5e94\u7528\u7a0b\u5e8f\u6765\u63d0\u53d6\u95ee\u9898\u5e76\u521b\u5efa\u5ba2\u6237\u6848\u4f8b\u3002\u81ea\u52a9\u670d\u52a1\u662f\u6709\u9650\u5ea6\u7684......\u5373\u4f7f\u662f\u65b0\u94f6\u884c\u4e5f\u9700\u8981\u4eba\u5de5\u4e92\u52a8\u3002\u4eba\u5de5\u63a8\u8350\u4e5f\u4f1a\u4e3a\u60a8\u7684\u65b0\u94f6\u884c\u54c1\u724c\u521b\u9020\u5546\u8a89\u3002.<\/p>\n

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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\/zh\/\u5229\u7528-crm-\u521b\u5efa\u65b0\u94f6\u884c\u7684-5-\u4e2a\u6280\u5de7\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\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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