Branch CRM® is a powerful integrated platform for client acquisition and relationship management. Branch CRM® is the solution that answers one of the most crucial point for all banking services required by relationship managers to better serve their existing clients and to acquire new ones. Branch CRM® gives the possiblity to the managers to increase the availability, integrity, freshness, and quality of information pertaining to their relations. Using Branch CRM®, relationship managers instantly gain access to a rich, diverse, and customisable set of functionalities addressing every aspect of their day-to-day activities as well as the global management of their activities.

Branch CRM® allows collaborative work within your bank while ensuring business workflow efficiency and data integrity using business-driven access rights.

- Client relationship management solution business process automation through an embedded workflow management
system
- Customisable business rules and workflows
- Customer relationship building and follow-up tools
- Business-driven user access rights management
- Workflow task management & delegation
- Collaborative platform (Relationship managers, assistants, legal & compliance, central file)
- Account review process
- Data segregation by relationship manager or team

- Client contact preparation and follow-up
- Tasks management for day-to-day business (meeting, event, gift and card management)
- Contacts reports management
- Account documents management
- Accounts documents generation

- Prospect management
- Client data structured acquisition system
- Workflow driven validation process
- Account opening document generation

The entire New Access’ products and solutions range is fully compatible and cross functional.
We give your infrastructure the possibility of bridging CRM data, documents, portfolios and reporting systems.