Finance CRM

Innovative CRM financial software designed for banking and financial industry to streamline customer-facing processes

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The goals of using a financial CRM software

  • Sales Force Automation

CRM system is the main tool of the sales rep. This software allows to plan, execute, analyze and enhance the entire sales process. With the help of a CRM system, it is easier to complete the following tasks: increase the profitability of customers, develop a new product portfolio, increase the number of products, expand the client base, etc.

  • Marketing automation

CRM allows employees to capture every moment of interaction with the client and easily save all the results. Subsequently, marketers can use the accumulated history of interaction in order to plan and execute more effective, client-oriented marketing campaigns, using the most convenient channels of communication with clients.

  • Service automation

CRM allows banks to manage customer, service and routing requests within the company. Thanks to this, all the requests are processed on time, and it is always possible to find out their current request status.

  • Performance Management

Professional financial services management software helps to effectively organize the tasks and schedule of bank managers. With such a system, department heads will have an ability to monitor all actions of managers that include calls, messages, meetings, etc., which allows to analyze and improve the sales process, immediately identifying the bottlenecks in the selling strategy. Using CRM system, bank administration can be sure that all employees, both experienced and recently arrived, both in the central office and in regional offices, will work in accordance with the well-established automated processes. From employee’s point of view, debugged CRM processes significantly reduce the risk to forget about an important task and undertake the majority of routine operations.

  • Document flow management

In a powerful finance CRM system, it is easy to track the document flow: link documents to the customers and orders, and set relationships between several different documents.

  • Collaboration

Advanced financial services CRM system allows to optimize the interaction between the departments. For example, if a VIP client, who is an artificial person, applies to one of the bank's branches as a natural person, CRM will enable bank manager to track this case and offer the appropriate level of service to the client. Another example: a customer, who calls to the bank, is interested in the terms of lending for artificial persons. Based on the results of communication with the call center agent, the task for the manager will be created automatically. Further, when making a loan, CRM system makes it significantly easier to manage the reviewing process of this credit case in the legal department of the bank, evaluation department, security department etc., ensuring the speed and completeness of the information transfer.

Boost your marketing, sales and service performance with bpm’online for low cost

Selecting CRM solution

When choosing a particular financial management software, it is highly recommended to dwell on solutions designed specifically for financial services industry. CRM systems that contain modules for the work of trading companies, manufacturing organizations etc., so-called “universal” software, may require significant improvements in the data structure and user interface to fit the need of a financial organization.

Benefits of bpm’online Finance Software

Bpm’online financial services is a robust CRM software for corporate and retail banks and other financial organizations. The system improves operational efficiency and delivers excellent customer service. BPM (Business Process Management) software for financial service manages complete customer journey and enhances customer experience. Moreover, financial BPM software has the ability to unlock the potential of your financial institution and establish long-term relationships with potential and regular customers.

Timely process optimization

With bpm’online financial services, firms get the agility to continuously design, test and optimize business processes in the CRM system. Furthermore, all products built on the bpm’online platform contain pre-configured best practice processes for managing customer-facing operations.

360° view of customer journey

Bpm’online CRM software enables companies in the finance sector to automate their marketing, sales and service activities using a single application built on a single platform. The solution streamlines end-to-end processes for managing the entire customer journey, and boosts cross and up sales.

Appealing user interface

All bpm’online products have an appealing user interface with a social look and feel that enables sharing user experience across all popular devices, whether it is a PC, laptop, tablet or smartphone. With the mobile app, you have access to critical data anytime and anywhere.

Customer Center

Bpm’online CRM for finance management delivers a comprehensive set of features for front-office and contact center automation, which include:

  • Customer database management
  • Agent workplace
  • Multichannel communications
  • Business process management
  • Best practice processes
  • Product management
  • Case management
  • Knowledge management
  • Integration capabilities
Financial Sales CRM

Sales CRM software for the financial sector allows to efficiently manage every stage of the sales cycle. The system provides the following key features for successful sales management:

  • 360° customer view
  • Collaboration tools
  • Lead management
  • Sales forecasting
  • Opportunity management
  • Product management
  • Account management
  • Knowledge management
  • Analytics
Marketing automation

Omnichannel marketing automation software designed to improve demand generation in the finance industry through targeted personalized campaigns includes the following key modules:

  • Customer database segmentation
  • Lead management
  • Marketing campaign automation
  • Email marketing
  • Event management
  • Business process management
  • Collaboration tools
  • Knowledge management
  • Integration capabilities

Ready to get started?
Thousands of customers worldwide use bpm’online to automate their business processes.

We are inspired to create best-of-breed technologies for process-driven solutions

Bpm'online provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution. The beauty and the core value of bpm'online products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love bpm'online's engaging interface with a social look and feel, free from redundant information to keep them focused on what's relevant. Today, the company serves thousands of customers worldwide.

Bpm’online has been widely recognized by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

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Read our CRM Buyer’s Guide and choose the best software!