Bottomline Banking CRM Description
All you need to know about customers, all in one place. CRM can be beautiful in financial services and banking. The CRM is designed for financial institutions and is easy to use. It allows your teams to collaborate more effectively, personalize their services and anticipate customer needs. Your relationship managers will have access to all customer data, which can help you facilitate relationship growth. Help your customers reach their financial goals by helping them to identify growth opportunities. Increase lead and referral volume between business lines and teams.
Integrations
No Integrations at this time
Company Details
Company:
Bottomline Technologies
Year Founded:
1989
Headquarters:
United States
Website:
www.bottomline.com/us/financial-institutions/digital-banking/banking-relationship-management
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
In Person
Customer Support
Online
24/7 Live Support
Bottomline Banking CRM Features and Options
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management