Offering

Optimise IAM for savings banks holistically

Reach your customers with relevant messages at the right time. With Fincon Reply, you can align your Integrated Messaging Management (IMM) with your savings bank’s sales objectives.

Aligning your sales strategy and IAM

A needs-based approach to customer engagement in retail and corporate banking requires coordinated sales processes and efficient use of channels. Integrated communication management enables data-driven prioritisation of customer communications and their coordination across channels. Customer segmentation and target groups must therefore align with your savings bank’s sales strategy and IAM logic.

At the same time, clear rules are needed to manage adviser capacity and the frequency of customer contact.

Corporate banking also requires collaborative roles and the identification of suitable contacts. New releases and changes to sales targets require regular configuration updates.

For IAM to be effective in day-to-day operations, managers, sales management teams and advisers need a shared understanding of its underlying logic. Appropriate settings, clear processes and employees who actively support change lay the foundations for effective customer engagement.

Sales opportunities can be realised when customer needs, outreach and adviser capacity are aligned.

From the IAM analysis to
targeted development

Your starting point determines the support you need. Fincon Reply’s modular consulting services combine analysis, implementation and knowledge transfer and can be tailored to your requirements. Together, we identify your needs and prioritise areas for action in line with your sales objectives.

#1 - Analysis, Optimisation and Knowledge Building

Your IAM is productive, but strategy and requirements are evolving. We align your configuration with your current sales objectives.

Usage profile: Analyse delivered communications and conversion rates by channel using data.
Process analysis: Align segmentation, customer coverage structures and channel strategy with IAM logic.
Communication: quality: Review target groups, sequencing rules and priorities for practical suitability.
Business areas: Integrate additional areas, particularly corporate banking, including network roles, contact identification and differentiated customer contact management.
Configuration: Fine-tune adviser capacity, contact frequency and target group logic.
Workshops: Interpret results, investigate causes and develop recommendations for action.
Implementation: Make adjustments and support the transition to ongoing operations.
Knowledge transfer: Explain IAM fundamentals, business-specific requirements and process interdependencies, including for new employees in sales management.

Your result: Data-driven recommendations, optimised communications, a configuration aligned with your sales objectives and a team that confidently applies the underlying logic.

#2 - Development and Release Management

New IAM releases introduce additional functionality and management options, changing the operating parameters. We assess these developments in the context of your sales strategy.

Assess releases: Review their relevance to your organisation, including parallel outreach, price sensitivity and next-best-action, depending on the release version.
Implement new functionality: Jointly plan the introduction of relevant features and integrate them into your existing IAM configuration.
Develop sales capabilities: Introduce new channels, refine segmentation and incorporate additional sales triggers.
Build knowledge: Explain new functionality and its use in sales through workshops and online consulting sessions.

Your result: An IAM configuration that continues to evolve and a sales management approach that uses relevant innovations to support your sales objectives.

Your benefits from
coordinated IAM management

IAM management aligned with your sales objectives lays the foundation for more targeted customer engagement and efficient use of channels. Fincon Reply supports you with appropriate configuration, clear processes and practical knowledge transfer.

Clarity

A data-driven usage profile shows where your savings bank stands, what is required and which actions take priority.

Sales Focus

Your sales objectives guide target groups, messaging and sequencing rules in each business area.

Channel Efficiency

Tailored customer engagement takes into account the characteristics of your sales channels, contact frequency and available adviser capacity.

Reliable Implementation

Prioritised recommendations and expert support help you systematically incorporate changes into day-to-day operations.

Building Knowledge

Your team gains confidence in using IAM and a solid foundation for exchanging knowledge within the Savings Banks Finance Group.

Further development

Relevant features from new releases are integrated into your configuration to support the continued development of your sales management.

Optimise your IAM and unlock your savings bank's sales potential!

Fincon Reply

Fincon Reply is a business and IT consulting company with a focus on the financial services industry. We advise banks, the Sparkasse Finance Group, the Genossenschaftliche FinanzGruppe and insurance companies as well as their suppliers on their digital transformation. Core banking systems, insurance systems and their system landscapes are our areas of expertise. From the individual commissioning of experts to customized project teams and ready-to-use solutions - we provide you with everything you need from a single source.