360° customer view

Unified customer base

Create a single database of existing and prospective clients. Use bpm’online to track the full profile of an individual, keep record of contact data, history of financial products offers, credit applications, contracts, bank accounts and cards, financial indicators and payment schedules of the client. The system will help select the best financial products for each customer and improve the level of service.

Unified customer base

Profile completeness

Monitor completeness of information about your customers. The system allows you to assign a weight to each profile parameter, and visualizes the data in a convenient form. The manager can easily identify important clients that lack the important details, and a supervisor can promptly evaluate the profile’s completeness and make sure that database contains all relevant information. In case of information gaps, the system allows a request to be sent to complete the missing data.

Segmentation of legal entities and individuals

Easily segment your customer database to organize a convenient and effective work process. You can group your clients based on income level, region, age, position, credit history and other parameters.

Segmentation of legal entities and individuals

Interactions and communication history

Build relationships with your clients based on the complete history of their communication patterns. Bpm’online keeps track of every interaction with each corporate client, including calls, correspondence, applications and contracts in relation to specific individuals or legal entities. This enables you to evaluate the completeness of work with the client and change your approach to achieve better results.

Interactions and communication history

Data enrichment through social media

Find clients on Facebook or Twitter and enrich their profiles using pre-built social media integration features. Get various information on contacts and companies from social networks in just one click.

Data enrichment through social media

Search and merge duplicates

Identify and eliminate duplicate records in bpm’online. You can find duplicates, and then merge it when the data matches. The system enables you to configure the duplicate search engine: do this periodically, manually, or immediately after adding a new client to the database.

Search and merge duplicates

Client database analytics

Control and improve processes by analyzing your client database in real time. Thorough analysis tools enable you to quickly evaluate the dynamics of income, track changes in clients’ behavior, financial performance by segments. Delve into specific indicators and analyze the information in details, in one click.

Client database analytics