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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CRM solution designed for banking

Today‘s customer expect you know their needs, they expect to be treated personally and that you deliver a superb customer experience. For banks this means excellent bank service, personalized and tailored to specific needs in all customer-facing interactions, whether in bank or online. Individual customer approach is key for retaining existing customers and attracting new ones. With Banking.CRM you can put your customers into the center of your business.

Banking.CRM features

Be one step ahead of your customer with easy to follow 360° customer view.


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.


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.

Related content

See related news, blogs, videos and press.

Join us on this webinar and see how FMCG and retail companies can apply modern analytics tools to improve overall business performance in competitive and price sensitive market.

Join our free live webinars and see how you can use AI fuelled chatbots and live in-app customer service to help resolve customer issues faster, delight them with personal omnichannel journeys and increase their loyalty.

Are you ready to deliver hands-on business consulting by analysing data, using them to answer questions and communicate results to our clients? Then read on…


We are looking for an enthusiastic Marketing Specialist to help us in our overall marketing efforts. You will be an integral part of our regional marketing team, working closely with other departments to reach targets ranging from brand awareness to product promotions. You should be familiar with broader marketing concepts, principles and tactics, and have at least 5 years of experience, preferably working in the B2B segment.


Why Microsoft Dynamics CRM

"Independent analytics and CRM publications recognize Microsoft Dynamics CRM as a leader among CRM solutions on the market due to the available functionalities which can be easily upgraded, tracking customer interaction on the both, traditional and digital channels, availability from anytime and anywhere, as well as full due to the integration with other Microsoft solutions, like Office, Power BI, Skype or Sharepoint."

Tatjana Lukić, Regional Director, Microsoft Business Solutions - Adriatics, Balkans, Baltics & CIS at Microsoft

Adacta‘s references in the financial industry

Companies that trust us.

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