Put your customers at the center of your
Banking business

Efficently target your customers, see new sales opportunities and resolve issues on time. Connect MARKETING, SALES and CUSTOMER CARE and personalize your approach and offer.

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Banking.CRM 360° CUSTOMER VIEW

Support your sales team with a 360°customer view and benefit from s sales assistant that will automatically create appropriate task activities.

Personalize all customer-facing interactions

Today, customers expect you to know their needs, to be treated personally and that you deliver a superb customer experience. Send personalized key messages with offers tailored to every individual based on their needs and provide excellent bank service. Individual customer approach is a key factor in retaining existing customers and attracting new ones.

With Banking.CRM you can now get a complete view of your customers activities.  

Banking.CRM key modules and functionalities

Connect sales, marketing and customer care activities with a CRM solution designed for banking.

Sales

  • Single 360° customer view
  • Sales force automation
  • Cross and up-sell recommendations
  • Mobile support
  • Monitoring KPI's and sales perfomance in real time

Marketing

  • Track and identify potential customers
  • Put your leads on auto-pilot
  • Lead scoring
  • Measuring marketing impact on sales

Customer service

  • Claims management
  • Omni-channel support
  • Process-based automatic sales routing
  • Case resolution monitoring
  • SLA-driven processes

Banking.CRM 360° CUSTOMER VIEW

Support your sales team with a 360°customer view and benefit from s sales assistant that will automatically create appropriate task activities. 

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Single 360° Customer View

A truly 360-degree customer view, customizable for sales, marketing, and customer service.

Customer Data

General customer data and contact information.

Next Best Offer

Next best offer is all about new business opportunities. It is a suggestion of a concrete activity with defined priority and expected completion dates.

Centralized Communication

Activities, recent communication across all channels and personal notes.

Next Best Step

A suggestion to an agent in the field or in the call center regarding the customer’s best course of action.

Opportunities

Open opportunities (account oppening, loan origination).

Banking.CRM Product Brochure:

Discover how can a bank benefit from recognizing customer's key life events and see examples of tracking sales and marketing performance.

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Adacta‘s references in the financial industry

Companies that trust us.

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