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Elevate Customer Experience Anytime, Anywhere with Our On-Premise and Cloud Banking CRM!

CRM solution exclusively designed for Banks, Microfinance Banks, SACCOS, and Credit Unions, redefining customer engagement at every level. Take customer engagement to the next level with a solution that understands the complexities of financial services, enabling you to deliver value at every touchpoint.

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Features

Customers

Synchronize customer data from the Core Banking System (CBS) or Loan Management System to provide a 360-degree view on a single screen for enhanced customer management. This integrated approach enables a comprehensive understanding of customer profiles, facilitating more informed decision-making and efficient service.

Workflows

Automate business processes with customizable workflows to increase efficiency and reduce manual intervention. Streamlined workflows ensure tasks are executed consistently, improving productivity and enabling faster decision-making across the organization

Loan Accounts

The Customer Loan Accounts module in Banking CRM offers a unified platform to manage and monitor all loan-related activities efficiently. It provides real-time access to loan details, repayment schedules, and outstanding balances, while also enabling automated reminders and alerts.

Alerts and Notifications

Our Banking CRM provides real-time alerts and notifications to ensure you stay updated on critical customer activities and account changes. Whether it's transaction updates, loan reminders, or customer inquiries, the system delivers timely notifications, helping you respond quickly and enhance customer service.

On-Premise and Cloud

Our CRM is available in both On-Premise and Cloud solutions, providing flexibility to meet your organization's specific needs. The On-Premise option offers complete control over your data and infrastructure, while the Cloud solution ensures easy access and scalability without the need for extensive IT resources. Choose the deployment model that best fits your business requirements and experience seamless CRM capabilities.

Seamless Integration

Our Banking CRM integrates seamlessly with any third-party system, enabling the efficient pulling and pushing of data. This integration ensures smooth data flow across platforms, enhancing customer insights and streamlining operations for improved banking services.

Customer Accounts

Banking CRM's Customer Accounts module provides a centralized platform to manage all customer account details efficiently. With comprehensive data at your fingertips, the module enhances customer relationship management, ensuring personalized service and improved account management.

Campaigns

Send targeted customer campaigns directly from the CRM to keep your customers informed and engaged. Easily create and automate personalized messages, promotions, and updates, ensuring timely communication and building stronger relationships with your customer base.

Reports

Our Banking CRM Reports provide a powerful tool to analyze customer interactions, account performance, and sales activities. These reports deliver actionable insights by offering real-time data on customer behavior, transaction history, loan statuses, and campaign effectiveness.

Users and Role Management

Our Banking CRM features robust Users and Role Management to ensure secure and efficient access control. Administrators can easily define user roles, permissions, and access levels, tailoring the system to meet organizational requirements.

Benefits of Working with Us

Building Stable Client Relationships

Our innovations help to personalize dialogues, build morale and loyalty, and lay the groundwork for lasting industry relations.

Expanded Spryness

We outfit you with the assets you want to keep one stride in front of the pack and make the most of new open doors.

Managing risks and identifying opportunities:

Although there are inherent dangers in the banking industry, we assist you in identifying and minimizing them while actively looking for business prospects.

Digital effectiveness

Our answers give you the capacity to perform brisker turnaround times, lower functional fees, and a sizable competitive benefit through rigid automation and workflow optimization.

Building Stable Client Relationships

Our innovations help to personalize dialogues, build morale and loyalty, and lay the groundwork for lasting industry relations.

Expanded Spryness

We outfit you with the assets you want to keep one stride in front of the pack and make the most of new open doors.

Managing risks and identifying opportunities

Although there are inherent dangers in the banking industry, we assist you in identifying and minimizing them while actively looking for business prospects.

Digital effectiveness

Our answers give you the capacity to perform brisker turnaround times, lower functional fees, and a sizable competitive benefit through rigid automation and workflow optimization.

Collaborate for Success

Let's define the steps towards your project success.

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Results

Case Study

See more

Insurance Distribution Platform for Kenya-Based Insurance Company Insureme

Digital insurance aggregator system
Online payments
Holistic Customization and configuration
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Customer Testimonials

Pavan and his team fulfilled a SuiteCRM contract for me. They did an excellent job and worked with me all the way to build what I had envisioned. Job well done! Thanks.
Great quality work! Great communication. Work was done quickly. I would recommend!
Amazing work. Thank you. Will definitely use again in the future when needed. Highly recommended.
Top notch programmer. Great person to work with. Took our site from a fresh install to a production site. Always completed work well and on time. Highly recommended.
Very Efficient on the job. Job was finished well before deadline and great communication skills.
One of the best developers that I have worked with! Extremely professional, very knowledgeable and fast!! Excellent communication throughout the entire project! Highly recommended!!
Great to work with, very knowledgeable and delivers in a very timely fashion, look forward to work with him an many upcoming projects.
Pavan was very professional and thorough in his work on this project. We were able to complete it on time even though the original scope or work changed during the project. He was flexible with his hours and was able to adjust to meet the needs of our organization. I would hire him again without hesitation.

Why Us?

Core Banking Excellence (CBE)

Our Core Banking answers develop an enduring, forward-thinking cooperation with your bank by assuring adaptability, safety, and individualized aid.

Innovative banking technology includes

Our derivatives use creative technologies to modify traditional banking methods and provoke ideation.

Strong Risk and Compliance

Our portfolio delivers strong risk leadership through multiple-stage compliance studies in a world where economic and digital safety are important.

Agile Risk Mitigation

With our "3 Lever BPM" technique, risk leadership and compliance are effortlessly incorporated into an agile framework, ensuring a proactan assertive reaction to ever-evolving challenges.

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