A single contract database

Easily manage all contracts, related specifications and additional agreements using bpm’online bank customer journey. Attach electronic versions and photocopies of contracts; keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.
A single contract database

Client’s documents

Track documents in the system, specify their type and link them to clients, opportunities or contracts. Bpm’online allows you to set the relationship between documents and quickly jump from one document to the other. Save the history of approvals and chronology of activities for each document.
Client’s documents

A single registry of bank accounts and cards

Track information about clients’ bank accounts, their statuses and balance. You can also see what type of cards have been issued and which accounts they are connected to.