Pipeliner CRM for Financial Services
Instant intelligence visualized – precise, customizable processes for banks and financial institutions.
Totally Managed Customer Journey
Pipeliner CRM is the vital connection between customer or buyer experience and agent proficiency. Exact processes can be tailored to your specific company and offerings—and your customer and buyer profiles. While totally maximizing opportunity management, precision metrics and analytics guide and facilitate management every step of the way.
Empowering Visual CRM
A prime consideration for any CRM application is user adaption. In stark contrast to traditional CRM, users love Pipeliner because it actually empowers them to sell and manage customers, with a minimum of data entry. Onboarding and training time, (statistically proven), is a fraction of other CRM applications, simply due to Pipeliner's powerful simplicity.
Sales-empowering CRM tailored to retail and corporate banking and financial institutions. Easily monitor and manage the complete customer experience from inquiry to loyal customer.