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.
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.
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.
Ensure complete automation of your sales and marketing processes by eliminating the repetitive tasks, and segmenting customers based on certain significant traits.
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.
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.
Quickly generate quotes for your valuable customers by automating and streamlining the quotation process and manage unlimited quotes seamlessly using this robust software.
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.
Get real-time and detailed SaaS metrics to make quicker and more informed strategic decisions to outgrow your business in the competitive world.
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.
Share your requirements and business needs with our experts and get a free consultation over your software development.
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.
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.
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.
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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.