MarTech · By industry
Customer portals, CRM and marketing for financial services
Capture and convert leads from every channel, give customers self-service, and market within the rules.
At a glance
A bank, NBFC, insurer or financial services firm: what you need, and what NPLUS builds.
Each need in the middle ring is paired with the website, portal or marketing system we build for it.
Matching numbers show each pair. Select a service to see what it includes. Full detail is in the table below.
Banking & Insurance: A bank, NBFC, insurer or financial services firm
- Product website and calculators: what nplus builds with Protected by Identity & Access ManagementWebsite with Automation
- Leads from branches and partners: what nplus builds with Protected by Identity & Access ManagementCRM Implementation
- Customer self-service: what nplus builds with Protected by Application SecurityCustomer Portal
- Nurture and renewals: what nplus builds with Protected by Identity & Access ManagementMarketing Automation
- Business banking and commercial lines: what nplus builds with Protected by Vulnerability ManagementAccount-Based Marketing
- Marketing results: what nplus builds with Protected by Cloud Security ReviewMarketing Analytics
How it works
Five steps, from the first call to results.
We start
A short call
- We learn how you work today
- Written for banks, NBFCs, insurers and financial services firms
We look at
What you need
- Product website and calculators
- Leads from branches and partners
We build
What NPLUS builds
- Website with Automation
- CRM Implementation
You review
Designs and test version
- You approve before launch
- Your team is trained
The result
What you get
- Product pages and calculators that capture qualified leads
- A CRM that assigns every lead to the right branch, agent or partner
Built on your CRM and data · aligned with CAN-SPAM, GDPR and CCPA · reported against pipeline and revenue
What it is
Digital Marketing & CRM for Banks, NBFCs & Insurers, in plain language.
We build the customer-facing technology financial institutions need: product websites and calculators that capture leads, a CRM that routes leads to branches, agents and partners, customer portals for self-service, and marketing automation with consent and audit trails built in.
What you need
The gap today
What NPLUS builds
Product website and calculators
The gap today: Visitors compare products but leave without enquiring.
Website with Automation. Fast product pages with calculators and short forms that feed the CRM.
Leads from branches and partners
The gap today: Leads are lost between channels and teams.
CRM Implementation. A CRM with routing to branches, agents and partners, and service levels for follow-up.
Customer self-service
The gap today: Customers call for statements, renewals and requests.
Customer Portal. A secure portal for statements, renewals, documents and service requests.
Nurture and renewals
The gap today: Renewals and cross-sell depend on manual reminders.
Marketing Automation. Consent-aware journeys for renewals, onboarding and cross-sell.
Business banking and commercial lines
The gap today: Reaching business decision-makers is slow and untargeted.
Account-Based Marketing. Account-based campaigns to target companies and their decision-makers.
Marketing results
The gap today: Spend cannot be linked to disbursals or premiums.
Marketing Analytics. Dashboards from campaign to approved application and revenue.
Who it's for
Written for banks, NBFCs, insurers and financial services firms.
Banks, NBFCs, insurers, brokers, wealth and asset managers, and credit unions. These are the people we usually work with:
- CEOs, COOs and business heads
- CISOs, CIOs and IT risk teams
- Chief compliance and risk officers
- Operations and service heads
- Marketing and distribution leaders
- Internal audit
MarTech by department
Why it matters
Why this matters for banks, NBFCs, insurers and financial services firms.
Customers research loans, policies and investments online, then expect a fast call back. Leads from branches, partners and campaigns often sit in different systems. Marketing must respect consent, disclosures and do-not-call rules. Joined-up systems turn more leads into customers and give compliance the records it needs.
How we work
How we work with banks, NBFCs, insurers and financial services firms.
Plan, build, launch and improve, with your team involved at each step.
- Step 01
Plan
We agree your ideal customer profile, goals and the metrics that matter, and audit your current stack, CRM and email setup.
- Step 02
Build
We configure your CRM and automation, connect your tools, authenticate your domains and set up tracking end to end.
- Step 03
Launch
Campaigns, nurture programs, ABM plays and events go live, with clear hand-offs from marketing to sales.
- Step 04
Optimize
Engagement, deliverability and pipeline are reported weekly, and budget moves to what produces revenue.
What you get
The results you can expect.
- Product pages and calculators that capture qualified leads
- A CRM that assigns every lead to the right branch, agent or partner
- A portal for statements, renewals and service requests
- Consent-aware automation with complete records
- Reports from campaign to disbursal or policy issued
We do not promise fixed numbers before we have seen your systems. In the first call we agree what to measure, and we report against it.
FAQ
Customer portals, CRM and marketing for financial services: common questions.
How do you handle consent and do-not-call rules?
We record consent at capture, honour opt-outs across channels, and keep an audit trail. We configure messaging to follow TRAI rules in India and TCPA and CAN-SPAM in the USA, as applicable.
Can the CRM integrate with our core or LOS?
Usually through APIs or secure file exchange. We confirm the right route in discovery.
Do you build mobile apps?
We build web portals and progressive web apps, and work with your app team to connect CRM and automation to native apps.
Do we own what you build?
Yes. Websites, portals, CRM setups and data are built in your accounts and belong to you. We hand over documentation and train your team.
Do you work with tools that banks, NBFCs, insurers and financial services firms already use?
Yes. We start by reviewing what you have. Where a tool does the job, we keep it and connect it. We recommend a change only when there is a clear reason.
Do you support us after launch?
Yes, if you want. We offer maintenance, updates and campaign support on an agreed plan, for clients in India and the USA.
Serving clients across the USA and India
Let's talk about what NPLUS Global can do for you.
Tell us about your goals. A specialist will get back to you with practical next steps.
- A specialist reads your message
- We reply with practical next steps
- No obligation to continue
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