Finance CRM

Innovative CRM financial software designed for banking and financial industry to streamline customer-facing processes


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The goals of using a financial CRM software in a bank can be divided into six complementary groups:

marketing screen

Sales Force Automation

CRM system is the main tool of the sales rep. This software allows to plan, execute, analyze and enhance the entire sales process. With the help of a CRM system, it is easier to complete the following tasks: increase the profitability of customers, develop a new product portfolio, increase the number of products, expand the client base, etc.

Marketing automation

CRM allows employees to capture every moment of interaction with the client and easily save all the results. Subsequently, marketers can use the accumulated history of interaction in order to plan and execute more effective, client-oriented marketing campaigns, using the most convenient channels of communication with clients.

Service automation

CRM allows banks to manage customer, service and routing requests within the company. Thanks to this, all the requests are processed on time, and it is always possible to find out their current request status.

Performance Management

Professional financial services management software helps to effectively organize the tasks and schedule of bank managers. With such a system, department heads will have an ability to monitor all actions of managers that include calls, messages, meetings, etc., which allows to analyze and improve the sales process, immediately identifying the bottlenecks in the selling strategy. Using CRM system, bank administration can be sure that all employees, both experienced and recently arrived, both in the central office and in regional offices, will work in accordance with the well-established automated processes. From employee’s point of view, debugged CRM processes significantly reduce the risk to forget about an important task and undertake the majority of routine operations.

Document flow management

In a powerful finance CRM system, it is easy to track the document flow: link documents to the customers and orders, and set relationships between several different documents.


Advanced financial services CRM system allows to optimize the interaction between the departments. For example, if a VIP client, who is an artificial person, applies to one of the bank's branches as a natural person, CRM will enable bank manager to track this case and offer the appropriate level of service to the client. Another example: a customer, who calls to the bank, is interested in the terms of lending for artificial persons. Based on the results of communication with the call center agent, the task for the manager will be created automatically. Further, when making a loan, CRM system makes it significantly easier to manage the reviewing process of this credit case in the legal department of the bank, evaluation department, security department etc., ensuring the speed and completeness of the information transfer.

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Selecting CRM solution

When choosing a particular financial management software, it is highly recommended to dwell on solutions designed specifically for financial services industry. CRM systems that contain modules for the work of trading companies, manufacturing organizations etc., so-called “universal” software, may require significant improvements in the data structure and user interface to fit the need of a financial organization.

Benefits of bpm’online Finance Software

Bpm’online financial services is a robust CRM software for corporate and retail banks and other financial organizations. The system improves operational efficiency and delivers excellent customer service. BPM (Business Process Management) software for financial service manages complete customer journey and enhances customer experience. Moreover, financial BPM software has the ability to unlock the potential of your financial institution and establish long-term relationships with potential and regular customers.

Timely process optimization

360° view of customer journey

Appealing user interface

Customer Center

Financial Sales CRM

Marketing automation

Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
and The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.

Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.

CRM Magazine, the leading publication of the industry, recognized bpm'online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm'online made it onto the leaderboard in the Midmarket CRM Suite category, with superb scores all around.

bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.

In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.

Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.

Bpm’online has been named as Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.

Bpm’online has been recognized as a winner in the CRM Watchlist 2019 award

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