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.

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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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