What is Banking CRM Software?
Banking CRM is a robust financial solution that enables the banks to understand their customer’s requirements and increase their brand value. With banking CRM software, you can generate and access all the vital reports and relevant information that is valuable for your bank. You can make your customers more satisfied and engrossed in the services that your bank offers.
Custom banking CRM software lets your track and manage your customer’s various activities and act as a decision support system for your organization. You can leverage its robust tools to deliver the right kind of banking services to the right people at the right time. Banking CRM optimizes your profits and helps you forge strong relationships with your customers.
Features of Banking CRM Software
Data Management
Centralize the data of your bank’s customer base and get updates for all the activities, and past transactions are done through any ATM, branch teller, Customer service agents, etc.
Opportunity Management
Create more opportunities and track all its details by drilling into the details of your sales cycle, and guide your sales reps through the predefined structure to the final sales.
Sales and Marketing Automation
Ensure complete automation of your sales and marketing processes by eliminating the repetitive tasks, and segmenting customers based on certain significant traits.
Fraud Protection
Seamlessly identify the unreliable customers with high-risk behaviors by looking at trends like low-credit score, late payments, and much more using Banking CRM.
Lead Management
Efficiently capture more leads, and track them as they move through your sales pipeline and assign the leads to the correct sales reps to convert it into a potential customer.
Quotation Management
Quickly generate quotes for your valuable customers by automating and streamlining the quotation process and manage unlimited quotes seamlessly using this robust software.
Web Visitor Tracking
Efficiently track the number of visitors who visited your page during a specific period get useful details on how much time a user spends on an individual landing page.
Digital Board Book
Get real-time and detailed SaaS metrics to make quicker and more informed strategic decisions to outgrow your business in the competitive world.
Third-party Integrations
Seamlessly integrate your CRM with third-party software such as Outlook and Gmail to create and share new contacts quickly without switching between various applications.
Looking for Powerful Banking Solutions?
Share your requirements and business needs with our experts and get a free consultation over your software development.
How Can Our Banking CRM Help You?
With banking CRM software, you can focus more on high-value business operations, critical insights, and cash-flow management seamlessly. You can get a 360-degree view of all your customers’ activities and can increase your customer satisfaction to retain existing customers.
Enhanced Productivity
Real-time Business Visibility
Improved Customer Retention
Boosted Sales
Accurate User-data
What Type of Services Do We Offer?
We offer complete customizations over Banking CRM and let you add or alter features in your software to make it fit for your business. Our banking CRM can integrate with almost all the accounting solutions whether ERP, Banking Solutions, or even other types of financial solutions.
CRM Customizations
CRM Integrations
CRM Module Development
CRM Security Services
CRM Compatibility
CRM Analytics
What are you waiting for?
Share your business needs and let our experts help you in the best possible way!
Our Showcase
Phoenix
Phoenix Time and Expense is a web and mobile payroll management reporting tool operating as an indispensable part of human resources. This robust financial solution enables your employees to input their data on the allotted timesheet for Project Managers and HR team to review later on. The solution works on an automated system where all required data gets imported into the internal system via SAP framework for the salary to get generated. Options like Approving Manager, Recent Changes, Submitted, Approved/Rejected Time, Overtime, Paid Time are offered for related managerial demands. Expense receipts can also be uploaded, and the complete timesheet can be modified after submission.
LandscAPPer
LandscAPPer is a SAAS application for digitizing records of landscaping businesses. It offers features like payroll management, work time management, daily tasks, etc. and enables company employees and admins to enter and see the details related to specific projects. Through this robust web tool, a user can manage the clients, send contracts, plan project estimates and schedule of the crews. It also has Google map integration, where administrators can view their crew members current location and track their work routes. Not only this, its integrated ERP features make it easier for the service providers to ensure that they deliver best-in-class quality and increase their clientele more effectively.
Better Trade
Better trade tracker is a stock trading web application pioneering in online investing. On logging in, traders receive the curated list of the shares listed under London Stock Exchange and the US Stock Exchange along with their price, that they can choose from, all under the single screen. With Better Trade Tracker, traders gain access to the comparative breakup of their trading history for their activities within 24 hours as well as three months. Users can just tap on the stocks they would like to purchase/ sell using an easy-to-use interface. Successful transactions are instantly reflected in their portfolio. With an efficient wallet integration, the app helps users to manage transactions on-the-go. Admin, along with the team of representatives, can also earn the financial benefits by helping the traders to trade their shares on specific commission. Better Trade Tracker, thus, facilitates hassle-free trading while enabling great experience.
Poni
Poni, a banking product, allows money receivers to make instant withdrawals from ATMs in Mexico funds which have been sent to them by money senders. This way, Poni allows people who don't have a bank account to pay for various repetitive expenses like, buying groceries or paying tuition or to respond in case of an emergency. The technology revolves around two entities- a reusable Poni cash card, and a Poni pin number. Using a Poni cash card and pin number, you can make use of over 37,000 ATMs across Mexico to send and receive money.
Frequently Asked Question
You need to discuss your ideas and business needs with our team via email, online form, or call. We’ll meet and talk to decide the feasibility of your ideas. Our experts will also guide you through some of the robust technologies that could help you create a more powerful product.
No, you certainly don’t need to be tech-savvy to order a software application from us. We are always available to guide you in every aspect of your software development/mobile app development. You only need to focus on your needs, and we’ll get it delivered to you!
We have qualified QA Engineers who ensure a bug-free and error-free software development. Moreover, we test our products every two weeks and include your feedback to make your product according to your expectations.
Yes, we do provide the SRS documentation on every project of our clients. It is a self-explanatory and comprehensive document with the comment facility on the codes.
We have best-in-class resources and certified development team to help you build an efficient and error-free web/mobile application with high-end performance.
- Research and Analysis
Tell us your ideas and requirements and we will research the best possible ways to make it feasible for your project. - Proposal Creation
We provide you an opportunity to brainstorm and review the proposal and hire our full-stack development team over different engagement models. - Development
At Matellio, we have a certified and experienced development team which dedicatedly works and ensures a smooth development process in an organized manner. - Quality Assurance
With automated tools, and on the spot performance benchmarking, our QA Engineers promises to deliver best-in-class application on your desired platform.
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would never been able to accomplish development without their skills . ”
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CEO, Landscapper LLC
