bpm online financial services
Bpm'online financial services offers a robust Financial CRM software designed to enhance customer interactions throughout their journey. It features a centralized customer database, case management, and omnichannel communications, empowering financial institutions to streamline operations, manage service requests efficiently, and uphold superior service quality through insightful analytics and self-service capabilities.
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Top bpm online financial services Features
- 360° customer view
- Contact management
- Omnichannel communications
- Self-service portal
- Case management
- Service catalog management
- Customizable dashboards
- Business process automation
- Knowledge management
- Agent workplace
- Supervisor workplace
- Communication panel
- Integration with social networks
- Duplicate contact merging
- Advanced filtering options
- Single database of service recipients
- Activity scheduling tools
- Marketplace for extensions
- Automated email notifications
- Customer satisfaction tracking
