Our solution helps you

BT security fraud & risk 168

Unify customer data

Leverage customer data through a single view

BT action 82

Engage proactively

Uncover growth opportunities for each customer

BT legal 107

Drive leads and referrals

Capture leads and referrals across business lines

Corporate banking clients who digitize their relationship models can increase revenue by
15-25% and decrease costs by 5-15%.

Source: Boston Consulting Group

Explore Digital Banking IQ for Customer Engagement

Online Account Opening

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

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

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Banking Relationship Management

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

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

Banking Relationship Management Customers1
“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

smartpayments customer engagement in banking the key to acquire deppen and grow relationships

BT Smart Payments Color Horizontal Logo

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.

Read the Article


Want to learn more about Bottomline's digital banking solutions?

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