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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.

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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 >
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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 
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Blogs

Microsoft Dynamics CRM: From 2003 On-Premises Tool to Today's Dynamics 365
Microsoft Dynamics CRM: From 2003 On-Premises Tool to Today’s Dynamics 365
Dynamics 365 CRM: The Complete Guide to Microsoft's Customer Engagement Platform
Dynamics 365 CRM: The Complete Guide to Microsoft’s Customer Engagement Platform
ERP Implementation: What the Process Actually Involves
ERP Implementation: What the Process Actually Involves
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