Our solution helps you

BT security fraud & risk 168

Unify customer data

Facilitate relationship growth by giving your relationship managers a complete set of customer data

BT action 82

Engage proactively

Uncover growth opportunities and help guide your customers towards their financial goals.

BT legal 107

Increase collaboration

Grow lead and referral volumes between teams and business lines

Did you know?

Only 25% of financial institutions are confident in their ability to personalize customer engagement

Source: Bottomline/TheFinancial Brand Survey, Aug 2020

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 Customer Success Story

“What we are delivering with Bottomline will meet the unique needs of our wealth advisors, while helping them understand and grow relationships that extend into the bank in ways wealth-only solutions can’t deliver.” 

-Dave Collum, Peapack Private, Chief Operating Officer

View Full Story  View Highlights

Explore Digital Banking IQ®️ Banking Relationship Management

Single View of the Customer

Single view of the customer

  • Prioritized activity feed specific to each customer including key events, recommendations, tasks, appointments, and more
  • Interactive Relationship Map to explore relationship linkages and company hierarchies
  • Create and take action on leads, service cases, and recommendations
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Lead and Referral Management

Lead and referral management

Facilitates cross-functional communication and collaboration

Easily convert recommendations and insights into leads and progress them through the buy cycle

Track every referral and lead to ensure timely follow up

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Actionable Insights

Actionable insights


Actionable insights and predictions about key transactions and account trends

Data-driven cross-sell recommendations

Prioritized dashboards based on primary relationship value



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Executive Dashboard

Executive dashboard

Intelligence-based metrics to help bank leaders make smart strategic decisions that drive business results

Consolidated view of comprehensive data using machine learning sourced with bank and external data sources

Identify overall customer relationship intensity and potential growth and churn mitigation opportunities

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Onboarding and Campaigns

Onboarding and campaigns

Automate onboarding tasks and engagements for new accounts to ensure a superior customer experience

Easily stand up new products and create and launch campaigns based on business objectives.

Plan, define, track and compare goals & ROI for brand awareness and lead generation

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Latest Trends

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.

Building Your Growth Strategy Around the Banking Relationship

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