6 Key Features of Banking CRM

by Dquip Team · Published November 25, 2015 · Updated November 26, 2015

Having served 200+ clients and providing CRM for several industries, our team has listed a few important features and functionalities required by a Banking business. You can view our clients!

With a manifold of activities that go on in every bank on a day-to-day basis and with an ever-increasing customer base there has also been a reduced ratio of walk-in enquiries. Hence, it has become a high priority to have all the essential knowledge and details of your prospective customers. Having a crm creates a ‘bank’ of all these details can help bank sales employees provide every prospect a customised experience which is a two-way benefit for both the prospect and the bank.

A crm software also streamlines daily activities, provides analytical insights, etc. It helps banks monitor and strategize their plans in accordance with their current revenue growth.

So basically, a crm helps banks up-lift their sales and services; this makes it a responsible task to select the most appropriate one out of all the banking crm companies you would evaluate for your bank.

Though these pointers listed aren’t in any order of importance, they will make your search for a Banking CRM Software easier and fruitful.

Some features of CRM:

1. Manage leads and prospects information

2. Forecast leads weekly, monthly, quarterly & yearly

3. Manage all leads on a single platform across various channels of acquisition

4. Provide actionable insights to decision making

5. Boost results by measuring and improving critical sales performance indicators

6. Ensure faster lead conversion

Visit our website for all the CRM Features.

Resources on CRM for Banking industry:

1.Download Buyer’s Guide for Banking CRM Software

2.Download Checklist for Buying Banking CRM Software