CRM Solutions Built for Banking Excellence
Comprehensive banking CRM expertise across retail, corporate, and SME segments
From customer onboarding to service recovery, we deliver CRM solutions that transform banking operations, enhance customer experience, and drive measurable business outcomes.
Retail Customer Onboarding
Streamlined digital onboarding for retail banking customers
Proven capability in delivering retail customer onboarding journeys for banks, leveraging CRM platforms to streamline KYC, automate workflows, and enhance customer experience across digital and assisted channels.
Process & Phases
- Automated KYC workflows
- Digital document management
- Multi-channel experience
Key Outcomes
- Regulatory compliance
- Real-time status tracking
- Reduced processing time
- Enhanced customer satisfaction
Corporate Customer Onboarding
Accelerated onboarding for corporate banking relationships
Expertise in delivering corporate customer onboarding journeys for banks, leveraging CRM platforms to digitize documentation, streamline credit evaluation workflows, and enable faster, compliant onboarding.
Process & Phases
- Complex entity setup
- Credit evaluation automation
- Document digitization
Key Outcomes
- Compliance management
- Relationship manager tools
- Faster turnaround times
- Risk assessment integration
SME Customer Onboarding
Flexible onboarding solutions for SME banking clients
Established expertise in delivering SME customer onboarding journeys for banks, leveraging CRM and workflow automation to streamline documentation, credit evaluation, and compliance. Support both relationship-managed and self-service models.
Process & Phases
- Flexible workflow design
- Risk assessment automation
- Self-service portals
Key Outcomes
- Relationship management
- Operational efficiency
- Scalable processes
- Quick decision cycles
Real-time 24×7 Support
Always-on customer service with intelligent automation
Implementing CRM-based frameworks that enable real-time, 24×7 customer service for banks. Our solutions integrate intelligent routing, automation, and omnichannel engagement to support high-volume service environments.
Process & Phases
- Intelligent routing
- Automated responses
- SLA adherence
Key Outcomes
- High-volume handling
- Seamless experience
- Reduced wait times
- Improved CSAT scores
Omni-Channel Integration
Unified customer engagement across all touchpoints
CRM-led channel integration for banks across SMS, WhatsApp, social platforms, internet banking (IB), and mobile banking (MB). Our implementations enable unified customer engagement and real-time service orchestration.
Process & Phases
- Omni-channel support
- Unified customer view
- Real-time orchestration
Key Outcomes
- Consistent experience
- Social media integration
- Channel flexibility
- Enhanced engagement
Service Recovery Framework
Transform feedback into actionable service improvements
Frameworks that convert customer feedback into actionable workflows. Our solutions digitize issue triage, automate resolution tracking, and integrate escalation paths—ensuring timely, transparent, and measurable recovery.
Process & Phases
- Issue triage automation
- Resolution tracking
- Escalation management
Key Outcomes
- Feedback integration
- Measurable outcomes
- Customer retention
- Service quality improvement
Closed-loop Marketing
Data-driven marketing with measurable customer engagement
Operationalize closed-loop marketing by connecting campaign execution with CRM-driven insights and response triggers. Our implementations enable marketing teams to track engagement, capture feedback, and re-engage customers.
Process & Phases
- Campaign tracking
- Response automation
- Customer re-engagement
Key Outcomes
- Data-backed cycles
- Measurable ROI
- Higher conversion rates
- Personalized campaigns
Multi-Channel Campaigns
Orchestrated marketing across traditional and digital channels
Orchestrate marketing across both modern and traditional channels by leveraging CRM platforms for unified campaign management. Our implementations support outreach via SMS, WhatsApp, email, social media, branch, and contact center.
Process & Phases
- Unified campaign management
- Multi-channel outreach
- Audience segmentation
Key Outcomes
- Performance tracking
- Consistent messaging
- Better reach
- Channel optimization
Campaign ROI Analysis
Link marketing spend to measurable business outcomes
ROI frameworks that link campaign spend to measurable outcomes. Our solutions capture engagement metrics, conversion data, and cost attribution across channels—empowering marketing teams to optimize budgets and drive performance.
Process & Phases
- Campaign ROI tracking
- Conversion analytics
- Cost attribution
Key Outcomes
- Budget optimization
- Performance insights
- Data-driven decisions
- Marketing effectiveness
Lead & Opportunity Management
Drive conversion with intelligent pipeline management
CRM-led lead and opportunity management frameworks that drive conversion and pipeline visibility. Our solutions support lead capture across channels, qualification workflows, opportunity tracking, and sales team enablement.
Process & Phases
- Multi-channel lead capture
- Qualification workflows
- Pipeline visibility
Key Outcomes
- Sales team enablement
- Improved win rates
- Faster conversions
- Revenue growth
Customer 360 Views
Unified customer intelligence for personalized service
Customer 360 views that unify data across products, channels, and interactions. Our implementations consolidate core banking, digital, and engagement data into a single, actionable profile—empowering frontline teams.
Process & Phases
- Unified customer profile
- Product relationship view
- Interaction history
Key Outcomes
- Real-time insights
- Personalized service
- Cross-sell opportunities
- Customer loyalty
Smart Routing & STP Journeys
Accelerate service fulfillment with intelligent automation
Smart routing and STP journeys that reduce manual intervention and accelerate service fulfillment. Our solutions intelligently direct requests based on customer context, product type, and risk parameters.
Process & Phases
- Intelligent request routing
- Automated processing
- Context-aware decisions
Key Outcomes
- Faster turnaround
- Scalable operations
- Reduced errors
- Operational excellence
Additional Services
Comprehensive banking support services to complete your CRM ecosystem.
Employer Master
Risk Analysis
Internal Approvals
FATCA / CRS
Preferential Rates
Ready to Transform Your Banking Operations?
Whether you're looking to modernize customer onboarding, enhance service delivery, or optimize sales processes—our banking CRM expertise can help you achieve your goals.