CRM system for banking

Customer Relationship Management software in business banking

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.

CRM in business banking
Stay closer

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.

stay closer
Stay connected

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.

stay connected

What you get with Comarch Relationship Manager Assistant

All-in-one dashboard for bank managers
Control RMs’ performance in real-time, track target progress and keep an eye on your team’s latest achievements
Mobile app for RMs
Let your RMs work on the go and interact with customers in their daily environment
AI-powered sales forecasts
Get access to AI-fuelled tool that estimates the chances of turning leads into deals and make more accurate sales plans
Automation of product-related recommendations
Receive actionable notifications related to the products owned by your customers
Better cooperation across the entire coverage team
Enjoy secure group chat for RMs and product specialists to work together on specific leads
Superior customer experience
Get a turnkey application with the UX optimized for customer-focused service
Smooth integration
Combine Comarch Relationship Manager Assistant with your existing systems and boost the potential of your entire IT environment
CRM software for banks and financial institutions to serve the needs of SMEs and corporate clients the best way you can

Comarch Relationship Manager Assistant selected capabilities

customer management

Customer management

  • Adding & managing a new customer
  • Customer 360-degree view – personal and contact data, product portfolio, consents & documents, tags
  • History of interactions with each customer and assigned tasks
  • Overview of sales activities along with recommended actions
  • Google-like search to quickly find entities or individuals plus essential filtering options at hand
mobile app for rms

Mobile app for RMs

  • Up-to-date information about each customer within a thumb’s reach
  • To-do list, calendar and customer contact information to work effectively on the go
  • Quick and easy process of adding new sales action or lead
  • Internal chat to improve team collaboration
  • Limited access to customer profiles to comply with security measures
lead management

Lead management

  • Effective management of leads from different sources (websites, e-mails, personal contact, and more)
  • Automatic lead qualification and distribution to the right person based on a set of pre-defined rules
  • Qualified leads: offer preparation, history of interactions available from one place
  • Deadline monitoring
product management

Product management

  • Transparent product catalogue to easily navigate across various products and their categories
  • Option to match products with specialists
  • Visual dashboard of owned products and open leads for each customer
product management

Task management

  • BPM-based workflows
  • Automatic task generation with rule-based task assignment to the right teams
  • RMs’ own tasks – bank employees can add their own actions and register results
performance reports

Performance reports and statistics

  • Vital reports and statistics to track the team’s performance: RMs’ activity, realization of sales plans, work efficiency, incoming leads or complaints
  • Essential information for decision-makers: number and value of all active leads, list of all leads along with main parameters and alerts, clear lead status info, and more
Key outcomes

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

Comarch Banking Software clients

Want to learn more?

Tell us about your business needs. We will find the perfect solution.