bpm'online financial services


Who Uses This Software?

Highly customizable and user-friendly, bpm'online application helps companies to manage customer-facing operations in retail and corporate banking.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • bpm'online
  • www.bpmonline.com/
  • Founded 2002
  • United Kingdom

About bpm'online financial services

Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing


bpm'online financial services Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

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