Intarsia can:

• Identify & retain profitable customers/members and high-performance employees and agents
• Track and organize valuable customer/member leads and referrals
• More effectively service and market to each customer/member and prospect at an individual and household level
• Predict and manage customer/member retention
• Identify and act on profitable cross-selling opportunities
• Identify and alert appropriate personnel to important changes in customer/member activity

Since many financial institutions offer both banking and insurance products, Intarsia uniquely brings together CRM data across lines of business so users can have an accurate understanding of each customer’s/member’s total relationship and the specific attributes of each product type. In addition to the various localized versions of Intarsia, the system can also support multiple languages and currencies within the same instance. So whether you do business with clients in multiple countries or your domestic clients have international portfolios, Intarsia can help manage it all.

Finally, to address SMB concerns of high infrastructure costs and data security, SEDONA offers Intarsia as an in-house hosted application service as well as via traditional purchase licensing. This allows organizations to choose the most cost effective and comfortable way to implement and manage the application.

Click here to learn more specifically what Intarsia can do for your community & regional bank, credit union or insurance company