Finance CRM

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

Try bpm’online finance CRM software to learn how it can help you grow your business

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Benefits of bpm’online Financial 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

With bpm’online financial services firms get the agility to continuously design, test and optimize business processes in the CRM system. Furthermore, all products built on the bpm’online platform contain pre-configured best practice processes for managing customer-facing operations.

360° view of customer journey

Bpm’online CRM software enables companies in the finance sector to automate their marketing, sales and service activities using a single application built on a single platform. The solution streamlines end-to-end processes for managing the entire customer journey, and boosts cross and up sales.

Appealing user interface

All bpm’online products have an appealing user interface that provides a social look and feel that enables sharing of the same user experience across all popular devices, whether it is a PC, laptop, tablet or smartphone. With the mobile app you have access to critical data at anytime anywhere.

Boost your marketing, sales and service processes with financial software bpm’online!

Customer Center

Bpm’online CRM for finance delivers a comprehensive set of features for front-office and contact center automation, which include:

  • Customer database management
  • Agent workplace
  • Multi-channel communications
  • Business process management
  • Best practice processes
  • Product management
  • Case management
  • Knowledge management
  • Integration capabilities
Customer Center in Financial CRM

Financial Sales CRM

Sales CRM software for the financial sector allows efficiently managing every stage of the sales cycle. The system provides the following key features for successful sales management:

  • 360° customer view
  • Collaboration tools
  • Lead management
  • Sales forecasting
  • Opportunity management
  • Product management
  • Account management
  • Knowledge management
  • Analytics
Sales management in Financial CRM

Marketing automation

Omnichannel marketing automation software designed to improve demand generation in the finance industry through targeted personalized campaigns includes the following key modules:

  • Customer database segmentation
  • Lead management
  • Marketing campaign automation
  • Email marketing
  • Event management
  • Business process management
  • Collaboration tools
  • Knowledge management
  • Integration capabilities
Marketing automation in Financial CRM
bpm'online awards

Learn how innovative BPM technologies in finance sector can help companies effectively manage end-to-end marketing, sales and service processes.

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