Top 5 Banking CRM Software Solutions

Banking CRM Software

Financial organizations have to deal with a large amount of workflow and clients on a daily basis. Keeping tabs on data and maintenance of consistent level of service is a pretty hard task. This is why CRM for banks is irreplaceable: today, there is no better solution than this software. Compare CRM banking software of different brands and find the one that meets your organization’s demands.



The company provides high-quality banking CRM software for financial organizations to track the entire story of customer’s actions and improve client experience while keeping high efficiency of operations. What makes bpm’online programs special is the opportunity to personalize communication and handle client requests according to pre-defined processes. They guide users through ready algorithms and suggest appropriate steps for the interaction with customers and service. All data about customers’ actions, orders and transactions is stored in their profiles. With CRM in bank, the complete customer journey can be traced starting from the initial request and following by permanent profile maintenance.

Bpm’online CRM for banking is easy to adopt: it is compatible with most platforms, and can be used on any device (PC, tablet, smartphone).  Thanks to a smart and intuitive interface, users don’t have to waste much time on training or be tech-savvy. Besides, this banking CRM solution may boost cross-selling and up-selling volumes, analyze customer experience and satisfaction, and make interaction simple. The software features functions for:

  • campaign planning and performance;
  • opportunity management;
  • improvement of customer service;
  • lead control;
  • creation and promotion of products.



NetSuite provides cloud-based software for small- and middle-scale organizations, and it’s a great idea to use their CRM in banking sector. The programs help thousands of companies across a wide range of spheres: wholesale and retail trade, manufacturing, media, etc. NetSuite is chosen by hundreds of users, because it allows for the deployment of software-as-a-service (SaaS), which means that the program features extended architecture, and all data is securely stored in a reliable data center. Customers may also use NetSuite Business Operating Platform to create applications with required industry-specific tools and resources.

NetSuite bank CRM software has the following features:

  1. Sales automation;
  2. E-commerce opportunities;
  3. Client data processing;
  4. Partner relationship management;
  5. Marketing analytics.

The analytics functions can integrate back-office data with front-office operations to give the complete view of the organization. This corporate banking CRM can be used on computers and iOS devices that extend functionality of mobile version.

Marketing 360

Marketing 360

If you need bank CRM as a web-based platform, Marketing 360 is the right choice. This solution is created for both entrepreneur and middle- and small-size businesses. It gives companies the opportunity to create successful advertisement campaigns, organize SEO optimization programs and analyze performance of digital marketing. With Marketing 360 CRM in banking, users can easily create web pages with call-to-action buttons – no specific knowledge of programming is required. The system features ready templates that may be customized by drag-and-drop actions.

Who is recommended Marketing 360 CRM in banking and financial services? This is a solution for financial organizations that need in-depth analysis of audience and proper SEO optimization. First, the solution helps to improve website’s search results by tracking ranking in search engines and keyword statistics. Secondly, it compares SEO performance of competitors and suggests ways for boosting of conversion rates. Thirdly, the organization can target and segment customers according to their location, gender, age, interests, etc.

Salesforce for banking

One of the most popular CRM solutions for banks, Salesforce is a cloud on-demand suite that provides numerous applications for enterprises of any scale. The app with a focus on sales and service can be used for:

  • sales management;
  • marketing automation;
  • partnership management;
  • customer service;
  • management of client accounts;
  • tracking of sales leads;
  • organization of marketing campaigns;
  • post-sale service.

Salesforce CRM software for banks can be synchronized with Outlook to export contacts, emails, calendars and customer information in applications. With this software, users can tracks deals and sales, manage events and tasks, and evaluate performance. It features the whole gamut of options, such as API integration, customizable applications, and a full-fledge control of business workflow. Salesforce banks CRM is deployed as SaaS solution, and provides maximum security of databases.


Prophet CRm for Banks

People use Prophet CRM in banking industry, because it makes work with customer data easy. Being integrated with Outlook, it extends its functionality and gives team the opportunity to unify contacts, emails and communication data in the frames of a single application. With Prophet CRM banking users can work and communicate with each other in one application and control sales and activities. Such functions as task scheduling, setting of follow-ups, and configuration of reminders help to organize workflow smartly. Besides, this solution gives an in-depth insight into the sales process and losing and winning leads.

CRM in banks helps to automate business processes and optimize the communication with every single customer. Every financial organization will benefit from such software, as it contributes to more efficient integration with clients and allows for improving service.

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