Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience.
Lead management
Opportunity management
Product issuance
Customer service

End-to-end customer journey

Deliver an outstanding customer experience, while improving operational efficiency. Personalize communication and manage customer requests by following pre-defined processes to manage the complete customer journey – from the initial request for information to continued account maintenance. Maximize cross-selling and up-selling, evaluate customer satisfaction and manage every stage of customer interactions quickly and effectively.

Out-of-the-box processes for banks

Bpm'online offers out-of-the-box best practice processes to manage customer-facing operations in retail and corporate banking. Ready-to-go processes guide users through the most effective actions and make it easy to jump start system adoption.

Engaging interface that users love!


Bpm’online’s engaging interface offers a social media look and feel, which provides an enjoyable and intuitive experience for users while reducing training time. The system offers effortless access to all needed tools and information on any device: phone, tablet or laptop.