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.
Top bpm online financial services Alternatives
AtomInvest
This financial CRM software enhances investor management through an integrated portal that streamlines onboarding, subscriptions, and reporting.
VeriTouch
VeriTouch is a specialized Customer Engagement (CRM) solution built on Microsoft Dynamics 365, uniquely tailored for financial institutions.
Xpedition Private Equity CRM
The Xpedition Private Equity CRM Accelerator transforms data into a strategic asset through advanced analytics and seamless integration with existing systems.
Jobstream
Job Stream AI transforms the job search experience by leveraging advanced automation to enable candidates to apply for up to 2,000 positions monthly.
Senta
Senta has been seamlessly integrated into the IRIS Elements Practice Management suite, allowing users to streamline their practice and automate client communications effortlessly.
Financial Cloud CRM
A unified Financial Cloud CRM enhances customer relationships by streamlining operations for businesses of all sizes.
TrustQuay
Their diverse consulting services adapt to organizational needs, providing tailored technical solutions and 24/7 global...
B2Core
It streamlines the management of customers, administrators, and introducing broker partners within a single platform...
MissionKontrol
With robust full-text search capabilities, finding specific entries is quick and efficient...
BrokerIQ
It simplifies onboarding and KYC checks with native integrations from leading providers, ensuring efficient client...
enVisual360
Its unique licensing model allows firms to select and pay only for the modules they...
Dialllog
By integrating all essential features, it enhances operational efficiency and decision-making...
MLO Shift
Its intuitive landing page builder, automated loan pipelines, and access to an extensive video course...
Intralinks DealCentre
Tailored for capital markets and alternative investments, it streamlines M&A processes with features like document...
Market Quest For Insurance
It streamlines lead tracking by integrating with websites, ensuring no opportunity is lost...
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
Top bpm online financial services Alternatives
- AtomInvest
- VeriTouch
- Xpedition Private Equity CRM
- Jobstream
- Senta
- Financial Cloud CRM
- TrustQuay
- B2Core
- MissionKontrol
- BrokerIQ
- enVisual360
- Dialllog
- MLO Shift
- Intralinks DealCentre
- Market Quest For Insurance
