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 39% of banks have robust data-management capabilities and only 24% of banks use data effectively for hyper-personalization”

Source: Capgemini, June 2020, The Financial Brand

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

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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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


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