CRM in Banking Sector in India

Try bpm'online CRM in banking sector in India to learn how it can help you grow your business

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Advantages of bpm'online CRM in Banking Sector in India

Profile completeness

Manager can easily identify important clients that lack the important details, and a supervisor can promptly evaluate the profile completeness and make sure that database contains all relevant information. In case of information gaps, the system allows to send a request to complete the missing data.

CRM in Banking Sector in India: Profile completeness

Teller home

Take advantage of the pre-configured single window interface for instant access to client profiles. Bpm’online enables you to provide professional consultations, register applications and be reminded about noteworthy events. With an engaging user interface you will always have the relevant data at hand.

CRM in Banking Sector in India: Teller home

A single contract database

Easily manage all contracts, related specifications and additional agreements using bpm’online bank customer journey. Attach electronic versions and photocopies of contracts; keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.

CRM in Banking Sector in India: A single contract database
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