Pipeliner CRM for Financial Services

Instant intelligence visualized – precise, customizable processes for banks and financial institutions.

Retail Banking

Pipeliner offers the complete toolset for attracting, servicing and maintaining bank consumer clients.

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Commercial Banking

Pipeliner is the system for total management of financial products and service sales to corporate clients.

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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.

Totally Managed Customer Journey

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.

CRM for Financial Services

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.