Financial BPM Software

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Financial Services BPM

Business process management (BPM) for Financial Services

Project management

Leverage bpm’online sales to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.

Financial BPM Software: Project management

Website event tracking

From the first visit to a site, the visitor’s web browser gathers information about pages visited, website paths and time spent on the site. When registering, all the information in the visitor’s cookie files is sent to bpm’online marketing and added to a lead’s profile.

Financial BPM Software: Website event tracking

Agent home

Manage your daily tasks more effectively using a pre-configured single window interface. Agent home allows agents to easily manage request queues, perform bulk communications, share the information via ESN and monitor their own performance in a single window interface.

Financial BPM Software: Communication panel
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