Bpm’online introduces major updates to its innovative CRM for financial services

Wednesday, September 2, 2015
News

New capabilities for bank marketing, sales, lending, customer service teams help turn customer-facing processes into a competitive edge

Bpm’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:
  • bpm’online bank customer center: a complete set of tools for bank front-office operations and contact center management.The system is a single source of information to front-office personnel, an industry-leading product catalog can be updated quickly and easily enabling agent to provide consultations or start selling newly introduced products in a matter of hours.

  • bpm’online bank sales: the system to manage end-to-end sales processes of financial products and services to bank's corporate clients. New features make it easier for supervisors to make sure the software contains all relevant information so teams can capture every opportunity.

  • bpm’online marketing: multichannel marketing software to boost demand generation, with intelligent personalized campaigns. Its comprehensive set of tools helps improve conversion rates at each stage of demand generation and lead nurturing.

    Banks can choose any or all products that best fit their business needs – each backed by the company’s award-winning robust business process management engine. By following pre-defined processes in bpm’online, agents bring industry best practices to their work, from identifying prospective clients to suggesting the most relevant banking products to existing customers at the right time. At the same time, bpm’online CRM for Financial Services makes it easy to fine-tune and configure processes exactly to the bank’s needs, change them quickly and easily without calling IT. The solution’s engaging interface with a social media look and feel lessens training time, helps raise the efficiency of customer-facing staff and boosts results.

    "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