CRM for banking
Your bank digital transformation – simplified.
You need to strengthen customer engagement across channels, drive process efficiency, and employ data-driven insights, but your current systems are holding you back.
Crowe harnesses the power of Microsoft Dynamics™ 365 and Microsoft Power Platform to provide a CRM for banking solution that empowers you to efficiently deliver personalized customer service across every channel.
Improve customer experience
Build loyalty by showing your customers you know and care about their needs. A true 360-degree view across systems and platforms provides the insights you need to better engage and delight customers.
Get your teams up and running – quickly
By integrating with Microsoft Office, Outlook™, SharePoint™, and Teams™, our platform provides a familiar interface that’s easy to adopt – allowing your people to do their best work with minimal training.
Increase bank efficiency through insights and automation
Our powerful workflow tools allow for automation of processes across departments, and our data insights tools provide the ability to drive actions best suited for each customer.
Build social networks virtually
Establish best practices with your relationship managers, utilize integration with LinkedIn, and conduct multichannel marketing campaigns to increase engagement.
Advance customer engagement
Empower your staff with tools and information to deliver high-quality, personalized service for all interactions, across all channels.
Drive leads and referrals
Automate and run your referral, lead, and sales qualification processes from one central location. Proactively manage your sales pipelines and activities.
Streamline processes and workflow
Set alerts and customize workflows to help you reduce the time required to complete tasks and to streamline processes across departments.
Make smarter decisions with data
Use analytics to help you improve and expand upon customer relationships and to help relationship managers recommend the next best product or action.
Advance customer engagement
Empower your staff with tools and information to deliver high-quality, personalized service for all interactions, across all channels.
Drive leads and referrals
Automate and run your referral, lead, and sales qualification processes from one central location. Proactively manage your sales pipelines and activities.
Streamline processes and workflow
Set alerts and customize workflows to help you reduce the time required to complete tasks and to streamline processes across departments.
Make smarter decisions with data
Use analytics to help you improve and expand upon customer relationships and to help relationship managers recommend the next best product or action.
A specialized CRM software for banks puts the customer at the heart of the bank – right where they belong.
Access deeper levels of customer knowledge so you can improve service at every point of the customer relationship. Our purpose-built solution uses Microsoft Dynamics 365’s powerful CRM functionality to meet your unique needs.
Retail
Commercial
Wealth management
Retail
Retail
Improve customer engagement across all lines of business, channels, and geographies.
Start with the customer at the center of every interaction. Drive business and loyalty by creating seamless and personalized processes your customers deserve.
Effectively work referrals.
Analyze branch scorecard.
Effectively work referrals.
Analyze branch scorecard.
Track workflow items and referral dashboards.
Gain a 360-degree view with core integrations.
Track workflow items and referral dashboards.
Gain a 360-degree view with core integrations.
Commercial
Commercial
Access insightful customer information across both personal and professional banking relationships.
Now you can empower business bankers to identify and grow profitable relationships, effectively manage referral and sales pipelines, and streamline processes for onboarding and servicing business banking customers.
Analyze lead effectiveness and sales pipelines.
Build networks through Outlook and LinkedIn integrations.
Analyze lead effectiveness and sales pipelines.
Build networks through Outlook and LinkedIn integrations.
Manage sales processes and communications across departments.
Manage sales processes and communications across departments.
Wealth management
Wealth management
Personalize and manage client relationships with ease.
Financial advisers can utilize a single, centralized view of client-related information and interactions to increase profitability and boost productivity – all the while improving the client experience.
Track client performance.
Monitor all client activity.
Track client performance.
Monitor all client activity.
Keep up to date with client engagement.
Build social networks using LinkedIn integration.
Keep up to date with client engagement.
Build social networks using LinkedIn integration.
Get a snapshot view of client financial accounts.
Get a snapshot view of client financial accounts.
Engage your customers on a deeper level. It’s easier than you think.
Our simple, intuitive design feels familiar because it is – Crowe CRM for Banking integrates with the tools you already use every day.
Try it out.
We design CRM solutions that work the way you do.
A CRM for banking software designed with you in mind.
We know banking. We know Microsoft Dynamics 365. We’ll be the first ones to tell you what’s possible and how to make it happen.
We also stick around. We don’t just set you up with a CRM for banking solution and disappear. From training your staff to helping you create processes for sustainable operations, we’re with you at every step of your digital transformation.
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