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bpmonline financial services

Name: bpmonline financial services
Rating: 4.5 (2 reviews)

By bpm'online

1349 Interested

Highlights : About bpmonline financial services

Accounting integration

Collaboration management

360° customer view

Lead management

Marketing management

Cross-channel communications

Opportunity management

Business process automation and management

Sales analytics

Sales tracking

Service level management

Service management

Activity dashboard

Call center management

Sales forecasting

Case managment

Drip email marketing

Multi-channel marketing

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.

Specifications

Business Size

Mid-Market

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Benefits

Business processes change in real-time

The ability to change business processes in real-time.

Single business process management

Bpm’online products are built on a single BPM (business process management) platform, which allows to consistently design, execute, analyze and improve businesses faster than ever before in order to adapt to the ever-changing market environment.

Automating all customer-facing operations

Built-in best practices processes allow automating all customer-facing operations in retail and corporate banking.

View of customer journey

End-to-end view of customer journey.

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