Unified customer base

Create a unified database of potential and existing customers of your bank. In bpm'online bank sales you can manage legal entity profiles, contact data, see the entire history of interactions with each client, view the products that have been offered and the transactions that have been made with the client, including contracts, bank accounts and cards, as well as any other financial instruments. With a 360-degree customer view, you can create the most effective communication strategy, offer customers relevant financial products and improve service.
Unified customer base

Profile completeness

Manage the completeness of information on your customers, their contacts and active transactions. The system allows you to add weight to each parameter in customer profile and visualize the data in a convenient way. Sales rep can easily identify important customers and transactions, which lack the important details, and a supervisor can promptly evaluate the completeness of customer data in sales portfolio and make sure that database contains all relevant information. In case of information gaps the system allows to send a request to complete the missing data.
Profile completeness

Corporate relationship structure

Establish, monitor and analyze corporate relationship structures in a visual diagram. Track the structure and history of relationships for each company or the entire group and, what is more, directly within the visual diagram, edit the interconnections between companies and add new subsidiaries, suppliers, distributors and partners. Based on these relationship maps, you can develop stronger communication channels and cooperation with clients leading to better decisions on future investment and banking strategies.
Corporate relationship structure

Segmentation of legal entities and individuals

Segment customers by various parameters to ensure a personalized approach to each unique client segment. You can segment clients by industry, annual turnover, number of employees, geography as well as assign priorities based on virtually any set of business rules. Create groups of highly profitable customers and form the best strategies for each sales process.
Segmentation of legal entities and individuals

Interactions and communication history

Build relationships with customers based on a complete history of their communication patterns. Bpm’online keeps track of every interaction with each corporate client, including meetings, calls, correspondence, contracts and product offerings in relation to specific individuals or legal entities. This enables you to evaluate the progress of your relationships, change your approach to achieve better results and make well-thought data-driven decisions.
Interactions and communication history

Data enrichment through social media

Use bpm’online bank sales pre-built social media integration features to enrich customer profiles with additional data from Facebook and Twitter. Get various customer information from social networks with the click of a mouse.
Data enrichment through social media

Search and merge duplicates

Identify and eliminate duplicate records in the system in order to manage your customer database more efficiently. When creating new records the system automatically checks for duplicates, or you can perform a manual check or schedule a recurrent search for duplicate legal entities or individuals.
Search and merge duplicates

Customer database analytics

Analyze your customer database and convert the data into actionable insight that will help to identify new opportunities. A thorough analysis enables you to see your customer base under different lenses and identify the top customers that could fuel your company’s growth. Take advantage of the dashboards in bpm’online to keep an eye on the key performance indicators.
Customer database analytics