Customer Relationship Management

A unified engagement banking platform that orchestrates customer journeys across all touchpoints for... more...

Integrated CRM and ERP platforms for banking institutions to manage customer data, loan processes, f... more...

Banking-specific CRM platform with AI-powered customer journey orchestration, automated lead managem... more...

Sales CRM module providing sales automation, pipeline management, and opportunity tracking with no-c... more...

AI-powered customer relationship management system for managing customer interactions, deals, and co... more...

Platform for managing tax-advantaged employee benefits including mobility budgets, meal allowances, ... more...

AI-powered customer engagement platform combining appointment scheduling, knowledge management, and ... more...

Offers 360-degree customer view, customer journey management, campaign management, lead management, ... more...

Integrated CRM and compliance platform designed for banks, wealth managers, and investment firms. Co... more...

Lead management service that bundles and centralises incoming leads for Sparkassen, with end-to-end ... more...

Salesforce-based customer relationship management platform tailored for banking environments, helpin... more...

Marketing automation platform that enables banks and credit unions to leverage data to reach, engage... more...

Digital mortgage products for UK customers more...

Comprehensive omnichannel digital banking platform serving retail, SME, corporate, and wealth manage... more...

Cloud-native omnichannel customer engagement and contact center platform for retail and corporate ba... more...

OpenPro CRM is a secure mobile Customer Relationship Management software application designed for fi... more...

Retail banking-specific CRM with customer onboarding, relationship management, marketing campaigns, ... more...

AI-powered customer service and CRM solution for financial institutions providing intelligent custom... more...

WhatsApp-based CRM and AI assistant that handles customer acquisition, conversations, campaigns and ... more...

Robust CRM platform for client record management designed for asset managers and financial advisers.... more...

Offers comprehensive CRM capabilities that are easy to use, integrate with existing systems, and pro... more...

Cloud-based CRM platform for financial services organizations including insurance agencies, banks, a... more...

Digital banking platform delivering pre-composed banking services, enabling banks to develop fintech... more...

Consolidated client and advisor platform that consolidates multiple counterpart investments in one p... more...

Digital engagement and conversation platform enabling real-time communication between financial serv... more...

VeriTouch is VeriPark's customer engagement (CRM) solution, purpose-built for banks and insurers to ... more...