Crowe CRM for Banking
Our simple, intuitive design feels familiar because it is. Crowe CRM for Banking integrates with the tools you already use every day.
Your bank digital transformation – simplified
You need to strengthen customer engagement across channels, improve process efficiency, and employ data-driven insights, but your current systems are holding you back.
Crowe harnesses the power of Microsoft Dynamics 365™ and Microsoft Power Platform™ software to provide a customer relationship management (CRM) for banking solution that empowers you to efficiently deliver personalized customer service across every channel.
Improve customer experience
Build loyalty by showing your customers you know and care about their needs. A true 360-degree view across systems and platforms provides the insights you need to better engage and delight customers.
Get your teams up and running quickly
By integrating with Microsoft Office, Microsoft Outlook™, Microsoft SharePoint™, and Microsoft Teams™, our platform provides a familiar interface that's easy to adopt and that allows your people to do their best work with minimal training.
Increase bank efficiency through insights and automation
Our powerful workflow tools allow for automation of processes across departments, and our data insights tools provide actions best suited for each customer.
Build social networks virtually
Establish best practices with your relationship managers, integrate with LinkedIn, and conduct multichannel marketing campaigns to increase engagement.
A specialized CRM software for banks puts the customer at the heart of the bank, right where they belong
Access deeper levels of customer knowledge so you can improve service at every point of the customer relationship. Our purpose-built solution uses Microsoft the powerful CRM functionality of Dynamics 365 to meet your unique needs.
Retail
Improve customer engagement across all lines of business, channels, and geographies.
Start with the customer at the center of every interaction. Increase business and loyalty by creating personalized processes your customers deserve.
Effectively manage referrals.
Track workflow items and referral dashboards.
Analyze branch scorecard.
Gain a 360-degree view with core integrations.
Commercial
Access insightful customer information across both personal and professional banking relationships.
Now you can empower business bankers to identify and grow profitable relationships, effectively manage referral and sales pipelines, and streamline processes for onboarding and servicing business banking customers.
Analyze lead effectiveness and sales pipelines.
Manage sales processes and communications across departments.
Build networks through Outlook and LinkedIn integrations.
Wealth management
Personalize and manage client relationships with ease.
Financial advisers can use a single, centralized view of client-related information and interactions to increase profitability and boost productivity while improving client experience.
Track client performance.
Keep up to date with client engagement.
Get a snapshot view of client financial accounts.
Monitor all client activity.
Build social networks using LinkedIn integration.
Work with us
Crowe CRM for Banking: designed with you in mind. We know banking. We know Dynamics 365.
We’ll be the first ones to tell you what’s possible and how to make it happen. We also stick around. We don’t just set you up with a CRM for banking solution and disappear. From training your staff to helping you create processes for sustainable operations, we’re with you at every step of your digital transformation.
Contact us
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