Our solution helps you
Unify customer data
Facilitate relationship growth by giving your relationship managers a complete set of customer data
Uncover growth opportunities and help guide your customers towards their financial goals.
Grow lead and referral volumes between teams and business lines
Peapack-Gladstone Bank transforms the Client Experience across retail, commercial, and wealth with Bottomline Insights and Relationship Management.
“We needed a simpler, more intelligent approach to growing relationships and driving bank-wide performance from day one, while not losing the historical context captured in our prior CRM."
— Kevin Runyon, Chief Information Officer
Explore Digital Banking IQ Banking Relationship Management
The Bottomline difference
Bottomline’s banking relationship management solution unifies external and internal data sources across your organization, accelerating and facilitating your strategic digital transformation. Through streamlined interfaces and workflows, we ensure every customer interaction is accompanied by a complete set of customer data and intelligence that drive deeper insights, engagement and loyalty.
- Part of a comprehensive suite of digital customer acquisition and growth solutions, making it possible to support an end-to-end digital customer journey
- Purpose-built for banking — speeding implementation and time to value
- Intuitive user interface proven to drive +75% banker adoption rates
- Extensible platform with open APIs to meet evolving needs and integrations
- 22+ out-of-the-box core integrations
Learn more with these helpful resources
Customer Engagement in Banking – the Key to Acquire, Deepen and Grow Relationships
Once upon a time, the hallmark of a good bank was the offer of a free toaster for every new account and a superior customer relationship meant that the bank president was often in the lobby to shake your hand. Customer engagement in banking is an entirely different animal these days, a fact that is made evident by all the banks now scrambling to understand what’s required of the kind of digital experiences their customers are demanding.
Visit our partners at SmartPayments to read the full article.
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