CRM.pro for corporate banking
Build customer experience with CRM.pro for corporate banking
Personalized service for corporate clients has become a key differentiator in helping banks build trust and loyalty. Technology plays a crucial role in this transformation and rendering services that enhance convenience and simplify daily banking activities. Additionally, behavioural insights allow banks to create seamless, user-friendly digital services tailored to their customers' needs.
Customer relationships
manage data and workflows in CRM.pro providing services for institutional clients
automate tasks and use tools for client acquisition, newsletters, and campaigns
store historical relationship data and manage customer relationships
build customer-oriented experience at every stage of cooperation
supervise and monitor contract processes with clients
360° View
predefined
responsive
consolidated
Enjoy a 360° view of customer products, data, contact history, and portfolios.
Measure customer satisfaction
Build
marketing campaigns and newsletters
CSI, NPS, CES, KYC surveys
use predefined survey templates or let us adjust them to meet your specific needs
CRM.pro includes all components and facilities necessary for developing and sending surveys, allowing businesses to measure customer satisfaction effectively. The platform also supports mandatory surveys (e.g., AML, MIFID), ensuring the completeness of client responses.
Newsletters and marketing campaigns
collect valuable customer data through newsletters and marketing campaign surveys
analyse statistical information via the managerial dashboard
utilize insights and coordinate marketing activities
coordinate marketing activities based on collected results
coordinate sales tasks with the help of collected results
Manage sales team tasks
plan and automate tasks and activities for representatives handling corporate clients in your organization
configure calendars integrated with Microsoft Outlook
automate all necessary reports tailored to your and your customers’ needs
CRM.pro is a secure and flexible environment
automate processes
monitor task executio
enhance the efficiency and quality of business operations
Centralized document processing and sharing reduce archive search times and improve task execution.
attractive user interface
flexible reporting
intuitive system navigation
Will help perform routine tasks faster, and API integration services will enable seamless integration and data exchange with any system.
Additionally, user permissions based on the ABAC (Attribute-Based Access Control) model, will support robust authorization policies even in multi-entity structures, maintaining high security in compliance with OWASP ASVS L2 standards.
Build your own CRM.pro development team
Adapt CRM.pro to meet evolving business needs. Leverage the low-code platform’s potential.
CRM.pro meanscentralizing and streamlining corporate customer relationship management processes in order to ensure operational efficiency that anticipates your customers’ requirements.
Business area
Director of Implementation Department for the Financial Sector
Email: emilia.pieczynska@yarrl.pl
Phone + 48 696 496 791
