Why You Can “Bank” on Our CRM Solution
Who doesn’t like a one-stop solution for everything banking?
Lucky for you, your search ends here. With our Banking CRM, unlock multiple benefits on one unifying platform!
Sales execution and enablement
Customer lifecycle management
Field sales automation
Dynamic reports and analytics
Partner onboarding and management
End-to-end sales performance suite
Irrespective of the Kind of Bank You Are, We’ve
Got Just What You Need!
Small finance bank
Why Our Banking CRM Makes Things a Breeze
Reduce customer acquisition & ownership costs, and connect all your teams and core systems securely
Entirely configurable workflows
Customize all your new customer acquisition, engagement, and sales operations workflows.
Never compromise on the security & privacy of your prospects & customers.
Build customer journeys for any product from the very start to end.
Whether it’s for savings accounts, loans, current accounts, and more!
Easy connection with core CRMs
We are here to enhance your existing processes, not replace them – connects with traditional banking CRMs seamlessly.
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more.
Mobile CRM built for sales
Plan your agents’ day completely, allow them to identify prospects near them, and track everything they do on the field.
The Perks of a Banking CRM
Don’t Overthink it.
Hop into a quick demo to know more about how we can transform banking for you in a digitally driven world!
Banking CRM FAQs
What is CRM in banking?
CRM in banking refers to managing relationships with customers by understanding their needs and requirements, onboarding new customers, providing them timely support, and retaining them. A customer relationship management software built specifically for banking operations helps manage end-to-end relationships with customers – from the time of inquiry to conversion and beyond.
Do banks use CRM systems?
CRM is a necessary tool for any customer-focused industry. For banks, CRM software is beneficial because it streamlines all the customer-facing aspects of the business – marketing, sales, operations, and customer support. Many leading banks across the globe use CRM to manage their teams, sales, and customer relations.
What is the role of customer relationship management (CRM) in the banking sector?
A CRM solution in banking helps banks and financial services manage customers and better understand their needs to provide the right solutions instantly. CRM software lets banks streamline all their sales channels – digital, call center, relationship managers, and agencies and makes them more efficient.
What are the types of CRM in Banking?
You can find banking CRM that covers all banking-related operations, or you can opt for the CRM designed for the specific sectors, such as:
– Corporate banking CRM
– Commercial CRM or Retail banking CRM
– Lending CRM
– Collections CRM
– Investment banking CRM
What are CRM best practices in the banking industry?
CRM for banks is a great tool to provide personalized customer experiences and manage sales and operations efficiently. To make the most of the CRM solution, use behavioral data to send personalized, triggered marketing campaigns, use predictive analytics to understand customer sentiments and forecast sales, and automate operational tasks to free your resources for sophisticated, relationship-building tasks.