Unified customer base

Create a single database of existing and prospective clients. Use bpm’online to keep record of contact data, history of interactions, client requests and products. Build a 360-degree view of your customers to provide them better service.
Unified customer base

Profile completeness

Manager can easily identify significant clients that lack the important details, and a supervisor can promptly evaluate the profile completeness 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

Segmentation of legal entities and individuals

Segment clients to improve communications and build stronger relationships. Group your clients based on socio-demographic data, identify the most perspective clients and their categories, and capture your competitors' customers. Create a group of highly profitable customers and personalize the interaction strategy for each of them.

Interactions and communication history

Build relationships with your clients based on a complete history of your communications. Bpm’online keeps track of every interaction with an account or contact, including meetings and calls, contracts and products used. Complete customer data at your fingertips is essential to ensure the best customer experience.
Interactions and communication history

Data enrichment through social media

Find clients on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Data enrichment through social media

Search and merge duplicates

Identify and eliminate duplicate records in bpm’online bank customer journey in order to manage your customer database more efficiently. When creating new record, 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

Client database analytics

Control and improve processes by analyzing your client database. A thorough analysis enables you to see your client database under a different lens to measure the efficiency of client interactions, identify the top clients and track changes in their behavior. Adjust the dashboards according to your needs to get precise analytical data.
Client database analytics