Unified customer base

Create a single database of all accounts and contacts you work with. Use bpm’online to keep record of contact data, addresses with map view capability, service history, social media profiles, corporate relationship structures and the entire history of interactions. Build a 360-degree view of your customers to provide them better service.

Customer segmentation

Segment customers by various parameters to improve communications and build stronger relationships. Bpm’online bank customer center allows building custom segments by revenue, service level, customer preferences or any other parameter you choose. Use dynamic segments, which are filled automatically based on the set parameters. For example, you can filter all the accounts, which you have not contacted for a month or more.

Data enrichment through social media

Segment customers by various parameters to improve communications and build stronger relationships. Bpm’online allows building custom segments by revenue, service level, customer preferences or any other parameter you choose. Use dynamic segments, which are filled automatically based on the set parameters. For example, you can filter all the accounts, which you have not contacted for a month or more.

Search and merge duplicates

 

Identify and eliminate duplicate records in bpm’online bank customer center 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 accounts and contacts. Be sure you make the most of every interaction with customer.

Service history

 

Build relationships with customers based on a complete history of your communications. Keep track of all the tasks, calls, messages and cases of each customer. Complete customer data at your fingertips is essential to ensure the best customer experience.

Customer database analytics

 

Control and improve processes by analyzing your customer database. Keep track of various indicators including number of requests by period /request frequency and most popular services. Adjust the dashboards according to your needs to get precise analytical data.