Branch CRM is a powerful integrated platform for client acquisition and relationship management.
  Branch CRM is the solution that meets one of the most important needs of all banking services required by relationship managers: to better serve their existing customers and to acquire new ones. Branch CRM gives managers the possibility of increasing 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 customizable set of functionalities addressing every aspect of their day-to-day activities as well as the overall management of their activities.
Day-to-day customer relationship management:
  • Customer contact preparation and follow-up
  • Tasks management for day-to-day business (meeting, event, gift and card management)
  • Contacts reports management
  • Account document management
  • Accounts document generation
Full account opening process management:
  • Prospect management
  • Customer data structured acquisition system
  • Workflow driven validation process
  • Account-opening document generation
Key features:
  • Customer relationship management solution business process automation through an embedded workflow management system
  • Customizable business rules and workflows
  • Customer relationship building and follow-up tools
  • Business-driven user access rights management
  • Workflow task management and delegation
  • Collaborative platform (Relationship managers, assistants, legal & compliance, central file)
  • Account review process
  • Data segregation by relationship manager or team