CRM for Banking
A system for the banking and financial services industry to better manage and understand the customer needs.
A system for the banking and financial services industry to better manage and understand the customer needs.
With the all-in-one CRM software, you can serve your customers with a personalized approach. We accumulate data from your back-end systems and digital channels to present an omnichannel front-end to serve the customers. Through the same channel, you can address their concerns and recommendations to smoothen your customer journey.
In comparison with multiple disconnected systems, our CRM offers a competitive experience to enhance the complete customer life cycle that starts with tracking and analyzing. This visually appealing and easy to navigate CRM helps you to increase the conversion by reducing the hassle.
Advanced personalization algorithms to identify your customer needs by cross-checking their history and communication with the bank.
Store all banking related data locally, thus allowing you to avoid spending the extra money to maintain security on maintaining security databases.
Differentiate between customers and prospects by tracking their information and mapping it with the existing data in your database.
With a dedicated dashboard, admin can access the customer database to ease the execution of sales plans.
With our platform, get the benefit of having error-free sales and referral pipelines, which help to maximize your conversion rate.
The workflow module helps you to track real-time work processes and enables you to create notifications at the appropriate time.
Fill out the form and our sales team will be in touch as soon as possible
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