Bpm’online introduces major updates to its innovative CRM for financial services
New capabilities for bank marketing, sales, lending, customer service teams help turn customer-facing processes into a competitive edgeBpm’online, whose process-driven CRM software for marketing, sales and service helps over 6,000 organizations win more customers, announced a major update of its bpm’online CRM for Financial Services today. By adding dozens of new capabilities for bank and financial institution marketing, sales, lending, and customer service teams, the new solution helps financial services organizations enhance their customer experience and streamline customer-facing processes. With an estimated 78% of financial services firms reporting that customer experience is a major area requiring improvement for them, leading industry analysts anticipate that financial services institutions won't be in a position to cope with their future business challenges without capable and effective business technology (1). With its unique approach to providing out-of-the-box processes that guide users through all steps of interactions with customers, bpm’online CRM for Financial Services helps firms to deliver exceptional customer service. New features for corporate banking, lending, underwriting, and product portfolio integration enable the product to arm even more institutions with the tools to obtain a 360-degree customer view and turn it into a competitive edge.
“We enjoy working with bpm’online’s system and its intuitive and user-friendly interface,” said Mihails Mohovs, Head of Information Systems Development Department at ABLV Bank, who has been using bpm’online CRM for Financial Services.Bpm’online CRM for Financial Services supplies banks with all the necessary tools to cover key customer facing processes. It includes four products that can be used as standalone applications or integrated as a bundle:
"Our integrated approach to addressing major challenges that banking institutions face provides even more of the right tools to improve customer service across all customer interaction channels, for a powerful competitive advantage,” comments Michael Rooney, svp and general manager at bpm’online. “By automating key banking customer-facing processes bpm’online products help banks and financial institutions enhance operational efficiencies for long-term, sustainable growth.”Take advantage of the individual live demo to get familiar with bpm’online CRM for financial service industry. Learn more about bpm’online financial services >>
(1) ’The Top 10 Business Technologies In Financial Services’, by Forrester Research, June 29, 2015