Retail Banking CRM Solution

Acceinfo’s ‘Retail Banking CRM’ solution based on Salesforce or Dynamics365 brings years of in-depth expertise in creating solutions for the financial services industry. It allows us to leverage the core capabilities of CRM and tailor it to meet the unique and specific needs of Retail Banking. The solution can integrate a customer relationship management solution with your existing systems and data to deliver a centralized, 720° view of all customers and household assets and liabilities, as well as financial and insurance product details so you can have a consistent, customer-centric and holistic view of your business. Additionally, ready to use data models meet the best-practices supporting CSR, branch and back-office operations, loan processing and customer relationship management, firm activity and contact center automation.

  • 720 Degree Single Customer View
  • Contact Centre Agent Desktop
  • Complaints & Service Request Management
  • Sales & Marketing Management
  • Retention & Loyalty Management
  • Master Data Management

It is very easy to schedule a demo to learn more about how Acceinfo can take your company that one step further, visit us at and/or call us at +1 416-628-6152.

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