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Industry Challenges

Customer information is fragmented; lack of unified identification mechanism

Customer information is fragmented; lack of unified identification mechanism

Customer data comes from multiple sources; there is a lack of effective customer identity identification and information integration capabilities, making it difficult to form an accurate and complete customer view.
Inconsistent customer data standards; uneven data quality

Inconsistent customer data standards; uneven data quality

Lack of unified customer data standards and management mechanisms leads to data inconsistency, duplication, and missing information, which affects business analysis and decision support.
Insufficient customer insight and analysis

Insufficient customer insight and analysis

Lack of systematic customer tagging and profiling capabilities, making it difficult to conduct in-depth analysis and layered operations on customer behaviors, preferences, and risk characteristics.
Prominent system silo issue; low collaboration efficiency

Prominent system silo issue; low collaboration efficiency

Data isolation exists between business systems, processes are not connected, and customer information updates are delayed, which affects the collaborative service efficiency of front, middle, and back offices.
Lack of personalized customer service; insufficient customer stickiness

Lack of personalized customer service; insufficient customer stickiness

Due to inconsistent information and insufficient insights, services and product recommendations lack precision, making it difficult to improve institutional customer loyalty.
Lagging data analysis

Lagging data analysis

Business data managed in Excel, unable to promptly discover business issues, failing to provide management with decision-making support

Financial Industry Solutions

Establish a 360-Degree Customer Panoramic View

Integrate customer information scattered across various business systems, break down data silos, and create a unified, complete, and accurate "digital profile" for each customer, enabling relationship managers to quickly and comprehensively understand the full picture of the customer.
Achieve Customer Segmentation and Precise Insight

Based on business and risk control needs, assign multi-dimensional tags (such as risk preference, product preference, value level, etc.) to institutional customers, build dynamic customer profiles, achieve precise segmentation of customer groups, and provide a basis for differentiated services and marketing.
Standardized Sales & Service Processes

Solidify successful customer service experience into standardized processes, clarify each link from customer identification, demand exploration, solution customization to relationship maintenance, improve team collaboration efficiency and service professionalism, and ensure consistent service quality.
Empower Relationship Managers with Precision Marketing & Proactive Service

Intelligently push customer dynamics, risk alerts and business opportunity reminders via the system; empower relationship managers to timely capture changes in customer needs, shift from passive response to proactive operation, and deepen customer relationships.

Enhance Channel Collaboration & Optimize Resource Allocation

Clarify the roles and responsibilities of each channel (e.g., relationship managers, online platforms, partners) in institutional customer service; enable seamless flow and collaborative follow-up of customer information and business opportunities across channels, and improve resource utilization efficiency.
Embed Compliance & Risk Control into Business Processes

Pre-deploy and embed compliance review and risk control nodes into key customer management processes; enable automated risk scanning and reminders, ensure business operates efficiently within compliance frameworks, and reduce operational risks.
Build Customer Loyalty & Value-Added Service System

Based on customer segmentation, design differentiated service benefits and value-added service packages (e.g., exclusive research reports, customized roadshows, priority channels, etc.), and enhance customer stickiness and loyalty through high-value services.
Data-Driven Business Decision-Making & Strategic Optimization

Through multi-dimensional data analysis dashboards, gain real-time insights into the full business picture of institutional customers, supporting management to make more scientific and forward-looking decisions in areas such as customer strategy, product design, and resource allocation.

Establish a 360-Degree Customer Panoramic View

Integrate customer information scattered across various business systems, break down data silos, and create a unified, complete, and accurate "digital profile" for each customer, enabling relationship managers to quickly and comprehensively understand the full picture of the customer.
Achieve Customer Segmentation and Precise Insight

Based on business and risk control needs, assign multi-dimensional tags (such as risk preference, product preference, value level, etc.) to institutional customers, build dynamic customer profiles, achieve precise segmentation of customer groups, and provide a basis for differentiated services and marketing.
Standardized Sales & Service Processes

Solidify successful customer service experience into standardized processes, clarify each link from customer identification, demand exploration, solution customization to relationship maintenance, improve team collaboration efficiency and service professionalism, and ensure consistent service quality.
Empower Relationship Managers with Precision Marketing & Proactive Service

Intelligently push customer dynamics, risk alerts and business opportunity reminders via the system; empower relationship managers to timely capture changes in customer needs, shift from passive response to proactive operation, and deepen customer relationships.
Enhance Channel Collaboration & Optimize Resource Allocation

Clarify the roles and responsibilities of each channel (e.g., relationship managers, online platforms, partners) in institutional customer service; enable seamless flow and collaborative follow-up of customer information and business opportunities across channels, and improve resource utilization efficiency.
Embed Compliance & Risk Control into Business Processes

Pre-deploy and embed compliance review and risk control nodes into key customer management processes; enable automated risk scanning and reminders, ensure business operates efficiently within compliance frameworks, and reduce operational risks.
Build Customer Loyalty & Value-Added Service System

Based on customer segmentation, design differentiated service benefits and value-added service packages (e.g., exclusive research reports, customized roadshows, priority channels, etc.), and enhance customer stickiness and loyalty through high-value services.
Data-Driven Business Decision-Making & Strategic Optimization

Through multi-dimensional data analysis dashboards, gain real-time insights into the full business picture of institutional customers, supporting management to make more scientific and forward-looking decisions in areas such as customer strategy, product design, and resource allocation.

Solution Value

Achieve Customer Data Standardization & Assetization

Through unified identification, standard formulation and quality control, improve the accuracy, consistency and availability of customer data, and solidify the data foundation for customer operations.
Improve Customer Identification & Service Response Efficiency

Establish a unified customer view and interface service to support relationship managers in quickly obtaining comprehensive customer information, and improve service precision and response speed.
Enhance Customer Insight & Segmented Operation Capability

Through the tag system and data analysis, achieve in-depth insight into customers and segmented customer operation, and promote the provision of a tailor-made personalized service model for customers.
Support Compliance Risk Control & Intelligent Early Warning

Combine customer risk tags and behavioral data to build customer risk profiles, realize dynamic monitoring and intelligent early warning, and improve the compliance and risk control level of institutional business.
Empower Business Collaboration & Ecosystem Co-construction

Through system integration and data sharing, connect the business processes of front, middle and back offices, promote cross-departmental and cross-system collaboration, and build a customer-centric service ecosystem.

Customer Success Stories

Yuecai Asset Management Resolves Non-Performing Asset Disposal Pain Points via CRM
Digital Marketing Empowers KVB Kunlun’s B2B Financial Transformation
CIF Helps Manulife-Sinochem Insurance Upgrade Elderly Care Compliance
SDIC Innovation Drives Private Equity Operations via Digital Platform

Yuecai Asset Management Resolves Non-Performing Asset Disposal Pain Points via CRM
Digital Marketing Empowers KVB Kunlun’s B2B Financial Transformation
CIF Helps Manulife-Sinochem Insurance Upgrade Elderly Care Compliance
SDIC Innovation Drives Private Equity Operations via Digital Platform

Why Choose RekTec Information

Experience Advantage

Focused on the digitalization of marketing and service for 18 years, providing enterprises with integrated marketing, sales and service solutions to accelerate business growth.
Team Advantage

Bringing together over 1,000 CRM domain experts to help clients complete planning, implementation and deployment efficiently and with high quality, and provide continuous follow-up.
Case Advantage

Partnered with over 800 industry benchmark enterprises; more than 10% of clients are listed on the Fortune Global 500, and 70% are public companies.
Industry Coverage

Cooperative clients cover 8 major industries including high-tech, industrial manufacturing, automotive/equipment, home appliances & furniture, and financial investment.