bpmonline financial services

About bpmonline financial services

Bpm'online financial services is a process-driven CRM designed for corporate and retail banks and financial institutions to help them efficiently manage every step of customer interactions, opportunities and risks. Being supplied with a set of features for managing information about customers, their preferences, needs, and interaction history, bpm’online provides all the necessary capabilities to help them build more profitable relationships, keeping track of internal and external processes. This enables corporate, retail banks and other financial institutions to gather the necessary data for managing the complete customer journey and enhance customer experience.Bpm’onlie delivers three different products on a single platform. Depending on company’s needs and requirements, that can be used separately or as a single CRM bundle.bpm’online bank customer center - a comprehensive set of features for contact center management and bank front-office automation; bpm’online bank sales – a great SFA tool with all the necessary features for managing end-to-end sales processes for banks and financial institutions; bpm’online marketing - the marketing automation software designed to streamline demand generation through designing and running personalized marketing campaigns across multiple channels.