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Banking CRM Software

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Create Frictionless Omni-Channel Banking Experiences

Craft customer journeys that can start, pause, and resume across any channel with a unified Banking CRM platform.

  • Configure once, use everywhere

    Code-less toolbox for CRM in banks to create seamless one and done processes across all channels.

  • Deliver a frictionless experience

    Enable bankers to view data and continue the same process anytime, anywhere, and across devices on a unified CRM for banks

  • Reduce cost-to-serve

    Leverage the power of unified banking CRM platform with high straight through processing to boost first touch resolution reducing the cost of service.

crm in banking
  • Zero Touch Digital Origination Systems for banks

    Convenient for you, hassle-free for customers
    • Lightning quick applications & approvals

      Deliver simple, fully integrated application processes to ensure customers can apply for any product, anytime & in any channel on a scalable CRM system tailored for banks

    • Faster prospect to customer conversion

      Establish end-to-end integrated lead & referral process automation to convert prospects into customers quicker than ever

  • Transform Your Branches with a Intelligent CRM Optimized for Banks

    Convenient for you, hassle-free for customers
    • Create Universal Bankers

      Equip bank branch reps to service every customer need from a single integrated application

    • Equip Your Team to Deliver Results

      Enable real-time collaboration and rich customer insights from any device, allowing bank staff to execute faster & free up time for deeper customer engagements

bank crm

Be known as the “Bank of Service”!

Drive engagement and adoption, build your brand and leverage digital banking CRM capabilities to deliver exceptional service

  • Empower DIY customers

    Deliver instant gratification with smart self-buying journeys, automated decisions & straight through processing enabled across devices on a imtegrated CRM for banks

  • Service customers in the channel they prefer

    Access everything needed to service the customer in a single, integrated view across all customer touchpoints, teams and locations on a integrated CRM system for banks.

  • Service at lower costs

    Level up self-service capabilities & improve ‘First-Time-Right’ delivery with intuitive processes on mobile, web, and people-assisted channels

crm for banks
  • Dial in customer delight

    Unlock the potential of call centers
    • Turn conversations into relationships

      Empower agents to know everything about the customer in a single screen and delight the customer with contextual offers and instant action using a unified CRM for banks

    • Talk smart, deliver more

      Equip agents to assist servicing, prevent fraud, and accelerate collections with powerful automation tools and smart coaching with a powerful banking CRM platform

  • Usher in the Age of Smart Collection

    Use a dashboard to track in real-time, prioritize effectively, and streamline case allocation
    • Model performance

      Enable smarter performance monitoring through modelers across the collection ecosystem

    • Make Proactive Collections

      Use intelligent, integrated customer views to get superior visibility resulting in better & proactive collections

Equip your workforce to deliver results

Do more, anytime, any device with a change ready CRM for banks
  • Single destination for all information and action
  • Improved insights, richer interactions
  • Real-time collaborations across teams
banking crm

Benefits of CRM in Banking

  • 1. Intelligence Driven Customer 360

    A Banking CRM builts immensely rich customer profiles with real time display of product holdings and transactions, interaction, engagement analysis and real time customer intelligence for superior product targeting, service that created enduring profitable relationships. Ready connectors available for integration with third-party sources delivers ready-to-use, verified profile information.

  • 2. Integrated Service Desk

    CRM in Banking empower service teams to assist customers in real time by auto-populating contact information, previewing customer profile, auto-assigning calls automatically to free agents, for all incoming calls. Teams can implement predictive dialing and interactive voice response (IVR). Seamless integrations eliminated hopping between multiple systems and enables call closures on a single platform. Service teams can now assist customers in real time on demand video or text chat and co-browsing.


  • 3. High First Contact Resolutions

    CRM for Banking can deliver correct resolution to customer issues with solution suggestions at the first contact itself. A centralized platform for all information including product holdings, data from multiple systems, interactions, past cases, solutions, etc. generates a holistic treasure trove of customer information. Seamless integration with DMS (Document Management System) guides agents to the right service collateral.

  • 4. Faster Sales Cycle with Lead Scoring

    Banking CRM delivers with an end to end digital journey for faster processing of leads, captured from multiple sources including website, email, branch visits etc. The platform automatically scores leads based on multiple predefined or customizable parameters for sales teams to prioritize actions. Leads are auto assigned/routed with intelligent rules based on skills set and expertise. Relationship Managers can conduct seamless prospecting with context-based coaching tips and action points at every lead stage to increase closure rates.


  • 5. Guided Cross Sell with Personalized Offers and Playbooks

    A CRM in Banking displays personalized offers and insights with respect to customer profile through algorithm techniques like frequency scoring, whitespace analysis with cross sell modelers and utilizes guided call scripts and playbooks to increase the probability of conversions. Real time alerts from various systems integrated to provide event based triggering such as large deposits, channel usage, etc laid the foundation for building a meaningful relationship.

  • 6. Smarter Campaigns

    Marketing leaders understand the importance of personalization, speed and timing of omnichannel campaigns for attracting and retaining customers. CRM for Banking brings to your finger click a campaign designer, an out of the box visual tool to personalize, automate and execute omnichannel campaigns. It provides a single interface for complex campaign logic, segmenting customer data and implementing campaigns like sending emails, flyers, newsletters, event invitations etc.

customer success stories

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  • bajaj logo
  • axis logo
  • icici logo
  • nbo logo
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How does CRM work in a bank?

CRM for banks facilitate a transformation that propels banks to higher growth rates. In today's financial environment, peppered with digital disruption, banks can no longer depend on customer inertia to retain customer loyalty. A Banking CRM is a powerful platform that empowers banks to provide omnichannel experiences to customers. Seamless workflow designers and intelligent digital accelerators have made complex banking processes like loan application and servicing lightening quick. It helps to nurture relationship with existing customers and ability to onboard new customers seamlessly, brings revenue growth for banks. Self service portals empower customers to select products as per their needs. Relationship dynamics are drifting away from 'inherited' relationships to 'managed' relationships, from 'physical' to 'virtual' banking and from 'branch' specific to 'anywhere' banking.

You can use CRM in banking to handle can handle huge end user data base. Millions of bank staff members across various locations can seamlessly use the CRM software at the saame time. Intelligent and innovative tools like David decision engine and Autonoma integration designer empower bank employess to complete the complex processes in quick time to provide instant customer fullfilment. CRM solutions like CRMNEXT also provides innovative add ons like cross-sell modelers to show relevant product recommendations for customers and powerful marketing module to run AI driven target campaigns.

CRM works in a bank by providing a unified platform to eliminate multi window hopping and thereby fullfilling customer's expectations of Zero touch, Zero TAT and Zero rework.

How to successfully implement CRM in a bank?

The key to a successful implementation of any banking CRM software lies in addressing the following challenges:

1. How to improve customer acquisition and reduce the lead conversion cycle in Banking?
2. How to create an intelligent 360⁰ view of customers that provides every detail at a single glance?
3. How to cross-sell banking products across multiple channels on a single platform?
4. How to assist the banks workforce in achieving higher targets plus improving coordination efforts?
5. How to converge multiple campaigns across product lines while providing visibility across channels?
6. How to pursue service requests or complaints across channels to ensure fast and accurate resolution with strict SLA Adherence?
7. How to reduce process cost and wastage while conforming to compliance and audit standards?
8. How to provide real-time insights with intelligent reports & dashboards for pro-active action?

What are the benefits of CRM software for banks?

CRM software can offer the following benefits:

1. Faster lead conversion.
2. A single window access for all needs.
3. Improved efficiency and waste reduction.
4. Increased customer acquisition and profitability.
5. Enhanced customer experience & satisfaction.
6. Strengthened banking workforce management.
7. Utilization of advanced real-time reporting.

Moreover, CRMNEXT’s Banking CRM solution enables workforce transformation by providing data and process centricity. It establishes an integrated desktop with complete customer 360 degree view, while automating processes across functions like sales, services, marketing and operations. CRMNEXT is guaranteed to generate growth and improved profitability.

What banks use CRMNEXT?

HDFC Bank, Axis Bank, ICICI bank, SBI and many more.