CRM.pro for corporate banking – build relationships, increase loyalty, streamline processes
Build customer experience with CRM.pro for corporate banking
Personalized corporate customer service has become a key differentiator in helping banks build trust and loyalty. Technology plays a key role in achieving this transformation and providing services that provide convenience and simplify everyday banking operations. Moreover, behavioural insights enable banks to create seamless and user-friendly digital services tailored to the needs of their customers.
Relations with the client
manage data and workflows in CRM.pro serving institutional clients
automate tasks and use customer acquisition tools, newsletters, campaigns
store historical relationship data and manage customer related relationships
build a customer-oriented experience at every stage of cooperation
supervise and monitor the processing of contracts with customers
360° View
predefined
Responsive
consolidated
Enjoy a 360° view of your products, data, contact history and customer portfolios.
Measure customer satisfaction
Build
marketing campaigns, newsletters
CSI, NPS, CES, KYC surveys
use predefined surveys or let us customize them to your needs
CRM.pro includes all the components and facilities needed to develop and send surveys to effectively measure customer satisfaction. The platform also supports the handling of mandatory surveys such as AML or MIFID, and the system will take care of the completeness of the customer's response.
Newsletters and marketing campaigns
collect valuable data about your customers by sending newsletters and surveys as part of marketing campaigns
analyze statistical information in the management panel
use the results obtained and coordinate marketing activities
coordinate marketing activities based on the results obtained
coordinate trading tasks with the results obtained.
Manage the tasks of traders
schedule and automate tasks and activities assigned to salespeople in your organization responsible for servicing corporate customers
configure calendars integrated with Microsoft Outlook
automate all the necessary reports, tailored to the needs of you and your customers
CRM.pro is a secure and flexible environment
automate processes
control the execution of tasks
improve the efficiency and quality of service of business processes
Thanks to the centralization of processing and the provision of documents, the time of searching archives will be reduced, the execution of timely tasks will be improved.
attractive user interface
flexible reporting
intuitive navigation in the system
make even routine tasks faster, and API integration services enable integration and automatic data exchange with any system.
In addition, user permissions based on the ABAC model (Attribute Based Access Control) will allow the implementation of extensive authorization policies even in multi-entity structures, while maintaining the high level of security provided by OWASP ASVS L2 compliance.
Build your own CRM.pro development team
Adapt the CRM.pro app to your changing business. Take advantage of the potential of our low-code platform.
CRM.pro is the centralization and streamlining of corporate customer relationship management processes to achieve operational efficiency that precedes the needs of your customers
Business area:
Head of the Financial Sector Solutions Unit
Email: emilia.pieczynska@yarrl.pl
Phone: + 48 696 496 791
