Audience
Banks that need a powerful banking CRM
About Bottomline Banking CRM
Everything you need to know about your customers, in one place. CRM in banking and financial services can be beautiful. Meet the CRM that's built for financial institutions and beyond simple to use. It gives your teams a better way to collaborate, scale their personalization, and anticipate customer needs. Facilitate relationship growth by giving your relationship managers a complete set of customer data. Uncover growth opportunities and help guide your customers towards their financial goals. Grow lead and referral volumes between teams and business lines.
Integrations
No integrations listed.
Company Information
Bottomline Technologies
Founded: 1989
United States
www.bottomline.com/us/financial-institutions/digital-banking/banking-relationship-management
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Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business.
Product Details
Platforms Supported
SaaS
Training
Documentation
In Person
Support
Online
24/7 Live Support
Bottomline Banking CRM Frequently Asked Questions
Bottomline Banking CRM Product Features
Financial CRM
Account Alerts
Household Tracking
Lead Management
Relationship Tracking
Team Assignments
Asset Management
Expense Tracking
Influence Tracking
Marketing Management
Territory Management