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Bpm’online Updates CRM for Financial Services
New capabilities added for customer-facing processes in marketing, sales, lending, and customer service.
Posted Sep 2, 2015
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Bpm'online has updated bpm'online CRM for Financial Services, adding dozens of new capabilities for bank and financial institution marketing, sales, lending, and customer service teams.

New features for corporate banking, lending, underwriting, and product portfolio integration enable the product to arm even more institutions with the tools to obtain a 360-degree customer view and turn it into a competitive edge.

Bpm'online CRM for Financial Services supplies banks with all the necessary tools to cover key customer-facing processes. It includes four products that can be used as stand-alone applications or integrated as a bundle:

  • bpm'online marketing: multichannel marketing software to boost demand generation, with intelligent personalized campaigns. Its comprehensive set of tools help improve conversion rates at each stage of demand generation and lead nurturing.
  • bpm'online bank sales: the system to manage end-to-end sales processes of financial products and services to bank's corporate clients. New features help supervisors make sure the software contains all relevant information so teams can capture every opportunity.
  • bpm'online lending: tools to support lending processing and loans management in retail banks. Native scoring capabilities, along with enhanced verification features allow underwriters to see necessary information faster, to support even more timely decisions.
  • bpm'online bank customer center: a complete set of tools for bank front-office operations and contact center management.The system is a single source of information to front-office personnel, product catalogs can be updated, enabling agents to provide consultations or start selling new products in a matter of hours.

Banks can choose any or all of the products that best fit their business needs, each backed by brm'online's business process management engine.  

"Our integrated approach to addressing major challenges that banking institutions face provides even more of the right tools to improve customer service across all customer interaction channels, for a powerful competitive advantage," said Michael Rooney, senior vice president and general manager at bpm'online, in a statement. "By automating key banking customer-facing processes bpm'online products help banks and financial institutions enhance operational efficiencies for long-term, sustainable growth."


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