Comarch Relationship Manager Assistant supports banks and other financial institutions in building and maintaining solid relationships with their business customers. Designed to effectively manage sales processes, the system helps in lead scoring, performance monitoring and effective communication.
Let your bank RMs work on the go with a mobile app that reminds them about planned meetings, allows them to quickly add new leads, and gives them access to customer information whenever needed.
Use our video communication module to let your RMs connect in real-time with their business customers. It's secure and convenient. The module can be integrated with the banking mobile app.
Improved cooperation between bank employees that leads to better customer service and higher satisfaction rates
Automation of bank internal processes thanks to flexible and transparent tool to design workflows
Advanced tools that automatically assign leads to the right team to speed up the lead management process
Complete customer information available from one central place – no need to switch between different systems
Easy access to all interactions with each client to facilitate communication
Effective monitoring of sales activities based on robust reports and statistics e.g. RMs’ activity, realization of sales plans, work efficiency, incoming leads or complaints
Tell us about your business needs. We will find the perfect solution.