Our solution helps you
Unify customer data
Facilitate relationship growth by giving your relationship managers a complete set of customer data
Engage proactively
Uncover growth opportunities and help guide your customers towards their financial goals.
Increase collaboration
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
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
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 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
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
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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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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