Financial BPM Software

Try bpm'online Financial BPM Software to learn how it can help you grow your business

By submitting this form, you confirm that you agree to the storing and processing of your personal data by bpm'online as described in the Privacy Policy.

We respect your privacy

Financial Services BPM

Bpm'online financial BPM software is a business process management suite which automates processes for many small and large businesses. With this solution you can easily manage customers' information, as well as leads and your products.

Unified contract database

  • Easily manage all contracts, related specifications and additional agreements with bpm’online bank sales.
  • The system will alert the sales rep when the contract is approaching its renewal date and initiate appropriate activities.

Dashboard set-up

  • Make sure your goals are achieved by easily planning sales volumes by account managers, bank products or services.
  • Get relevant statistics or selected Indicators (for example, the number of bank’s customers in a region or industry) displayed as graphical charts, create lists of the most important information and track your results.
  • Compare indicators across periods, apply smart filtering tools to get the information you need within a matter of seconds and analyze results.

Process monitoring and analytics

  • Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.), using different variables (owners, branches, product lines, etc.).
  • Visualize process data using custom dashboards, identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.
    bpm'online awards

    Sign-up and learn how cutting-edge CRM software can help you significantly improve your marketing, sales and service outcomes!

    Try it free
    Up button