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.
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.