CRM Banking

CRM Banking solution provides a single repository for all customer information that integrates with legacy and core systems. Specifically tailored to markets and segments within the Banking industry, it delivers a complete view of your marketing, sales, and service requirements. Import and use key data from other systems

  • Easily incorporate regulations and compliance changes
  • Automate marketing campaigns for targeted prospects
  • Share complete customer information across existing systems
  • Increase employee effectiveness with automated workflows
  • Identify more up-sell and cross-sell opportunities
  • Reducing the cost of ownership
  • Enhancing productivity
  • Mitigating risk
  • Expanding channels-to-market
  • Lowering costs
  • Improving customer service
  • Optimising up-sell and cross-sell opportunities
  • Driving growth
  • Boosting profitability

CRM Features


CRM for Banks solution integrates your core systems and applications, and extends the value of your current IT infrastructure. You also gain greater customer insight—driven by integrated data and reporting tools—which lets you deliver a consistently high-level of customer service across all business units.

Retail & Commercial Banking:

  • Empower front-line employees with real-time information
  • Provide fast, high-quality service delivery
  • Integrate disconnected systems
  • Retain more clients through improved customer loyalty

Capital Markets and Securities:

  • Uncover opportunities to sell investment vehicles
  • Help build customer loyalty
  • Provide improved, personalized service
  • Assist in minimizing costs
  • Improve advisor productivity

Financial Advisors:

  • Increase qualified sales leads
  • Attract more clients
  • Maximize potential cross-sell/up-sell opportunities
  • Spend more time with clients and less on administrative tasks
To find out more about CRM Banking, please click here
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