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
The Bottomline difference
Bottomline's banking CRM solution flips what relationship management means on its head. Centering every team and line of business around the same customer data and platform dramatically changes the consistency and personalization of your customer engagements.
The banking CRM comes out-of-the-box, pre-integrated, and ready for your teams to start uncovering growth opportunities in their customer portfolios.
- 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 CRM for banking - speeding up implementation and time to value
- Intuitive relationship management interfaces, proven to drive 75%+ banker adoption rates
- Designed on an extensible platform with open APIs to meet evolving banking CRM needs and integrations
- 22+ out-of-the-box core integrations
Peapack-Gladstone Bank transforms the Client Experience across, retail, commercial, and wealth with Bottomline's Banking CRM.
“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
Learn more with these helpful resources
Winning banks will differentiate their customer experiences through personalization in 2021.
Though CRMs have been around for decades, the banking industry has been relatively slow to adopt these technologies. This resource will provide a brief history of CRM systems, their benefits in banking, and explore the root causes behind adoption and implementation challenges.
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