Boost your revenue while building lasting relationships with CRM for Banking

Sales force automation- Streamline your sales process with intelligent tools and guided actions

• Stay on track with visual, interactive to-do lists and timely reminders for key tasks like bank card or overdraft renewals 
• Automate interactions with prospects and generate comprehensive meeting briefs and summaries
• Capture product discussions and customer feedback directly in the sales process, and turn insights into clear next steps to close deals or improve future offers 
• Send professional Meeting Minutes through auto-generated documents shared directly with customers

Pipeline management- Build, track, and nurture leads throughout their entire lifecycle

• Create and capture leads from the web, events, campaigns, referrals, or import them from external systems into your CRM
• Guide leads through a structured process—from initial interest to opportunity—using an integrated core banking solution
• Use dedicated forms to collect essential data on both B2B and B2C prospects
• Qualify leads with ease by automatically registering new customers or updating existing records through integrated application forms and APIs
• To prevent risk, trigger verification processes before customer registration or data changes, ensuring compliance with sanction regulations
• Once qualified, convert leads into opportunities and prepare tailored offers
• For high-value deals, automate approval workflows when offers exceed predefined thresholds

Goal management- track and evaluate performance based on structured targets and services

Sales insights- use intelligent insights to prioritize, personalize, and perform

• Prioritize the most promising opportunities with AI-driven predictions
• Increase conversions by recommending the right product based on customer behavior, product expirations, segmentation, and key events
• Respect customer preferences: Pause offers by setting a negative-for-offering flag and logging responses
• Customize your offer engine with configurable next-best-offer tools

Productivity tools- empower your sales teams with connected tools and mobile flexibility.

• Bridge sales and marketing with transparent, cross-team collaboration
• Integrate easily with familiar tools like Outlook, Excel, Teams, and SharePoint
• Stay mobile and proactive with a sales-driven app that provides smart, real-time support

• Case creation automation: Offer omnichannel support with a single entry point. Automatically log different types of inquiries, requests, or complaints—regardless of the communication channel.
• Service-level agreement (SLA): Stay compliant and keep your promises. Configure SLA definitions and generate reports based on internal service policies or regulatory standards. Monitor SLA status in real time to ensure satisfaction and meet expectations proactively.
• Workflow management: Support every team member in handling service requests with confidence. Whether it’s a complaint, inquiry, or general question, your staff can rely on a guided, step-by-step process supported by a built-in knowledge base and smart case routing. Streamline all service interactions—from emails to apps—into a single platform and resolve them efficiently while tracking satisfaction.
• Internal knowledge base: Give your team the tools they need to succeed. Ensure everyone knows what steps to follow, which documents are required, what they look like, and where to find them. Clear instructions make processes more efficient and reduce errors.
• Interactive dashboards: Make better decisions with real-time insights. Use role-specific dashboards to stay on top of daily tasks, overdue actions, and critical requests. Process owners can spot bottlenecks quickly and track performance to continuously improve service quality.

• Private data management: Easily configure which data is considered sensitive. Use the built-in PII (Personally Identifiable Information) engine to define sensitive attributes across all entities.
• Consent register: Keep a clear record of every opt-in and opt-out. Automatically log customer consents by type and communication channel—ensuring transparency and legal compliance. You can also collect consents manually or through a straightforward automated process.
• Marketing based on consent: Run marketing and promotional activities in line with customer preferences. Ensure each activity aligns with the specific consent granted per channel.
• Anonymize, archive, and delete: Respect the right to be forgotten with a guided process. Handle anonymization requests manually or trigger them automatically when all consents are withdrawn. Use a step-by-step workflow to ensure compliance and protect customer privacy.
• GDPR dashboard: Stay informed with a dedicated compliance view. Track anonymization requests and remaining processing time in real time to meet regulatory deadlines with confidence.