In the fast-paced and ever-changing world of finance, customer relationship management (CRM) has evolved into a critical aspect of success for financial institutions (FIs). However, modern CRM platforms often fall short of meeting the complex needs of FIs, which extend beyond lead management and conversion. Today’s FIs require a comprehensive solution that can handle CRM functionalities, seamlessly integrate governance and risk management processes, track the customer journey from onboarding to ongoing interactions, and ensure compliance with stringent regulatory requirements. Meet Longshore’s ALPINE | GRC – a cloud-native Financial CRM platform that redefines CRM with its robust suite of features and empowers FIs to navigate the challenges of the modern financial landscape.
The Need for a Comprehensive Financial CRM Platform.
Managing customer relationships goes beyond merely capturing leads and converting them into accounts. FIs must track workflows, processes, and the entire customer journey in their day-to-day operations. Regulatory compliance is paramount for FIs to mitigate risks and maintain their reputation. Traditionally, business leaders faced hurdles in accessing critical compliance information, often needing to manually consult compliance teams or internal systems. This lack of integration and accessibility hindered operational efficiency and impeded customer experience.
Enter Longshore Lab’s ALPINE | GRC: Bridging the Gap.
Longshore Lab’s ALPINE | GRC was developed to address the limitations of conventional CRM platforms by providing a holistic solution that seamlessly integrates CRM functionalities with governance and risk management processes. This groundbreaking platform allows FIs to define and implement governance rules and policies directly within the CRM environment, streamlining operations, automating mundane tasks, and ensuring adherence to guidelines and regulations. ALPINE | GRC offers a unified and user-friendly platform that empowers CXOs to access critical data and KPIs on the go.
Features and Benefits
Introducing Longshore’s ALPINE | GRC – a cloud-native Financial CRM platform that helps financial institutions define and implement their governance rules and policies on the platform.
ALPINE’s CRM comes with Contact and Entity management workflows, captures leads, converts accounts, and embeds case management. The communication module helps build campaigns and keeps your customers up to date.
ALPINE’s Governance platform helps Financial Institutions to define and implement their governance rules and policies. The platform integrates with sanction screening service providers via APIs and helps automate and manage mundane tasks during onboarding and ongoing monitoring.
Setup all your Key Risk Indicators, create custom risk profiles and automate risk calculations with a 360-degree view. The platform is built with operational transparency in its fabric to enhance customers’ digital experience, track KRIs, and manage regulatory risks.
“Weave your business process, data, and people and automate tasks using API integrations. ”
Lenin Perumalsamy, Head of Product @ Longshore Labs
With all the features at a price of a Modern CRM, there is clear value in the Alpine GRC offering, given the continuous necessity for financial institutions to cut costs whilst retaining the highest level of integrity and compliance.
In summary, Longshore’s ALPINE | GRC is a modern CRM platform designed explicitly for financial institutions. It combines customer relationship management with governance and risk management functions, streamlining operations, enhancing customer experience, and ensuring compliance with regulatory requirements. With its cloud-native architecture, ALPINE Platform offers a powerful and integrated solution for financial institutions looking to manage their customer base efficiently and securely.
