Pipeliner CRM for Financial Services

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

CRM for Financial Services2018-09-11T11:01:44+00:00

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 metric, 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.

Request a Demo of Our Financial Services CRM
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