Union Bank of India, one of the country’s largest public sector banks, and Zoho, a global technology leader based in Chennai, marked a major achievement in their digital transformation journey. The two organizations have successfully launched and implemented CRM Edge, an advanced customer experience platform co-created through their collaboration. At a special event held at Zoho’s rural hub office in Tenkasi, Tamil Nadu, Union Bank of India’s Managing Director and CEO, A. Manimekhalai, along with Zoho’s Co-founder and CEO, Sridhar Vembu, highlighted their shared vision and the partnership’s role in transforming customer engagement. How CRM Edge Revolutionized Union Bank’s Customer Engagement Strategy Launched in 2023, CRM Edge has quickly become the bank’s primary tool for customer engagement, serving as a unified platform for its sales, marketing, and service teams. The system enhances collaboration, facilitates data-driven decision-making, and automates key workflows. It also simplifies critical customer verification processes such as eKYC (Know Your Customer) through PAN, Aadhaar validation, and CIBIL checks. Customer feedback is gathered and monitored through Zoho Survey, showing noticeable improvements in customer satisfaction. The collaboration between Union Bank of India and Zoho dates back to 2021, following the merger of Andhra Bank and Corporation Bank with Union […]