Boost Customer Retention and Put Your Customers at The Center of Your Banking Business

With the Bank365, all information needed to understand customers and prospects will be available in a single customer view 360. Bank365 provides full visibility on your business where it provides insights that can allow managing customer interactions, leverage the sales pipeline, manage different requests received from your customers, retain your customer and target them with personalized offers and much more can be gained using Bank365. Bank365 is a Microsoft Dynamics 365 based end-to-end solution for the banking industry. The solution allows building a customer centric approach and empowering different bankers and users which ensures effective collaboration between departments.

Bank365 works smoothly with different Microsoft products, it works on-premise and online with capabilities to integrate with different systems and applications like core banking, card system, CallCenter…etc.

By giving banking professionals a 360-degree view of customer information combined with real-time analytics and robust process automation capabilities, Bank365 helps banks deliver more timely products, more accurate service, and more meaningful interactions.

Bank365 Key Benefits:

Customer 360-Degree Views
Consolidate data silos from tellers, advisors, branches, self-service websites, back-end systems, and more to create a unified customer view including account information, customer profitability, interaction history, banking preferences, and behavior so you can provide a superior customer experience and target the right offer at the right time.

Optimize operational effectiveness
Automate manual processes to help reduce operational costs across branches, call centers, and offices. Establish key performance indicators and monitor them via dashboards and charts.

Better Manage Risk
Analyze segmented customer data and seamlessly integrate with key systems to identify risk-elevating behaviors such as late payments, low credit rating, and other indicators so you can better manage your work.

Sales Force Automation
Enable your agents and call center staff to handle the new opportunities in real time with 360-degree customer views. Improve cross-sell conversion rates across checking and saving accounts, loans, and credit card services. Shorten sales cycles and improve sale forecast accuracy with repeatable sales processes and intelligent workflows and Increase Banker productivity.

Improve Customer Retention
Better understand customer preferences and provide superior advisory services to improve loyalty. Better manage customer relationships, building loyalty based on trust by providing personalized service.

Main Features:

  • Customer 360
  • Marketing Management & Offers
  • Lead Management
  • Opportunity Management
  • Customer Service Management
  • Predefined sales/case flows
  • Customer Retention Management
  • Loyalty Management
  • Segmentation
  • Call Center Integration

Why ATS Banking CRM Solution – Bank365?

  • Secure, trusted and compliant Microsoft cloud Solution
  • Reliable, secure & flexible Software Solution
  • Unique capabilities such as Full 360 view of customers, Guided & pre-configured Process for sales and complaints, Intelligence and Reporting…etc.
  • Better data management due to classifications and processes done on the data
  • Provide full engagement with customers and help to gain more revenue
  • Easy to configure, use, and extend

For More information: Download Bank365 brochure or request a demo.