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.
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.
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.
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.
Bpm’online CRM for finance delivers a comprehensive set of features for front-office and contact center automation, which include:
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:
Omnichannel marketing automation software designed to improve demand generation in the finance industry through targeted personalized campaigns includes the following key modules: