Our solution helps you
Unify customer data
Leverage customer data through a single view
Engage proactively
Uncover growth opportunities for each customer
Drive leads and referrals
Capture leads and referrals across business lines
Explore Digital Banking IQ for Customer Engagement
Online account opening
Omni-product customer journey, supporting a multitude of banking offers, including deposit and lending products
Mobile-first design, optimizing digital sales and
conversion rates
Innovative workflows allowing bank customers to start, continue and finish applications in any channel in minutes
A personalized banking experience for business customers including comprehensive digital disclosure and multi-signer support
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Digital customer onboarding
Funding risk management solutions allowing customers and members to quickly and securely fund their newly opened accounts
Digitally sign agreements and disclosures
Seamlessly integrate into your core and online
banking platforms
Banking relationship management
Increase user adoption by delivering a relationship management solution built purpose-built for banking
Identify hidden relationships and proactive insights by unifying your data in a single customer view
Boost the performance of your relationship managers by streamlining lead, referral and service case management
Create and orchestrate personalized campaigns and onboarding sequences to ensure a superior, omnichannel customer experience
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Identity verification
Complete identity data, including government and credit bureau data, email history, geo location, device identity, social media and more
Built in machine learning, applied intelligence and dynamic rule setting
Anomaly detection with real-time monitoring and pattern recognition across hundreds of financial institutions
Multi-layered solution integrating a variety of best-in-class third party authentication providers
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Hear from our customers
“We are thrilled to invest in this partnership with Bottomline to streamline our customer engagement, data, analytics and ultimately our customer experience. We will be empowering our relationship bankers to deliver superior guidance in every customer interaction.” Doug Kennedy | CEO | Peapack-Gladstone Bank
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
Latest Trends
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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