Request A Demo
Request A Demo

BankCRM

Overview

BankCRM, integrated with core banking applications, provides a 360-degree view of customer lifecycle, reinforcing sales, marketing, and service activities. It addresses the unique needs of the banking industry.

Download Brochure
Request A Demo
Download Brochure
Request A Demo

Key Features of BankCRM

  • Customer 360
  • Marketing Campaigns
  • Loyalty Program
  • Sales & Prospect Management
  • Complaints and Inquiries
  • Customer Insights
  • Customer Onboarding
  • Customer Journeys
  • Know Your Customer (KYC)
  • Cross-Sell & Up-Sell
  • Contact Center
  • Next Best Action
  • Service Requests

Module Screenshots

Related Modules

  • Collection >
  • Enterprise GL for Banking >
View G Bank
Request Demo
Contact Us
Request Demo
Contact Us

Success Stories

Optimizing Operations: Majd Investment’s Digital Journey 
Majd Investment Co. Signs Strategic Agreement With Global iTS
DAS Holding Partners With Global iTS For Digital Transformation 
More Success Stories

Blogs

Banking CRM: Why Customer Relationship Management in Banking Looks Different
Banking CRM: Why Customer Relationship Management in Banking Looks Different
CRM Consulting: How to Choose a Partner Who Actually Gets It Right
CRM Consulting: How to Choose a Partner Who Actually Gets It Right
Dynamics 365 Field Service: What It Does and Why Dispatchers Are Getting an AI Co-Pilot
Dynamics 365 Field Service: What It Does and Why Dispatchers Are Getting an AI Co-Pilot
More Blogs