Banking CRM

Banking CRM software provides solutions such as customer service management, sales and marketing management, and account and contact management in the finance and banking sector.

The Data Quadrant is a thorough evaluation and ranking of all software in an individual category to compare platforms across multiple dimensions.

These include:

  • User Satisfaction Rankings
  • Business Value Scores
  • Vendor Capability Comparisons
  • Product Feature Evaluations

The Emotional Footprint is a powerful indicator of overall user sentiment toward the relationship with the vendor, capturing data across five dimensions.

These include:

  • Strategy and Innovation
  • Service Experience
  • Conflict Resolution
  • Product Impact
  • Negotiation and Contract

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Latest Research

ACI Makes Bill Payment Easier With New Mobile Wallet for Android and iOS
June 27, 2019

Consumers using mobile devices for bill payment is creating new challenges for merchants and their banks.

Author: David Tomljenovic (Info-Tech)

See All Research

Banking CRM Products

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Oracle

Oracle for Banking CRM Solutions

Provide a consistent online experience across the complete customer lifecycle—supporting information-driven cross-channel engagement, selling, and service.

7.6

Composite Score

7.9

CX Score

+79

Emotional Footprint

77%

Likeliness to Recommend

63

Reviews

SAP

SAP Digital Banking Services

Enable consistent customer interactions anytime, anywhere, and on any device with digital banking services software from SAP. You can sell relevant products and services to customers across the digital space, without being limited to channel-specific capabilities, thanks to a unified platform.

7.3

Composite Score

7.6

CX Score

+74

Emotional Footprint

74%

Likeliness to Recommend

50

Reviews

Computer Services, Inc.

Digital Banking

To stay competitive in the financial marketplace you have to provide mobile and online banking technologies to meet customer demand. With CSI's Digital Banking solutions, you can make banking simple, convenient and available wherever your customers are.

7.8

Composite Score

7.4

CX Score

+77

Emotional Footprint

84%

Likeliness to Recommend

5

Reviews

Fiserv

Fiserv Agiliti Platform

Agiliti is a software as a service (SaaS) retail bank technology solution, modular in its approach, and priced on an innovative "pay-as-you-grow" basis. Quickly and cost-effectively deploy retail and/or SME banking products such as current accounts, savings, secured and unsecured loans, together with an extensive suite of payment and transaction capabilities

7.2

Composite Score

7.4

CX Score

+76

Emotional Footprint

76%

Likeliness to Recommend

9

Reviews

IMX Software

GTS Platform

GTS uses a common platform and shared database architecture to ensure that a transaction carried out in one module is visible to all other modules, simplifying the workflow, ensuring greater accuracy and contributing to improved operational control. 

--

Composite Score

7.8

CX Score

+46

Emotional Footprint

67%

Likeliness to Recommend

2

Reviews

Infosys Technologies

Finacle Universal Banking CRM Solution

Finacle solutions address core banking, e-banking, mobile banking, CRM,payments, treasury, origination, liquidity management and wealth management needs of retail, corporate and universal banks worldwide. 

--

Composite Score

3.6

CX Score

+10

Emotional Footprint

50%

Likeliness to Recommend

2

Reviews

FMSI

FMSI Omnix

FMSI's smart scheduling application gives banks and credit unions the ability to schedule their team throughout the branch network and to manage staff through color graphics, online dashboards, and management reports.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Satuit Technologies

Satuit

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.  Our products: SatuitCRM®, Satuit2GO®, SatuitCRA Client Report Automation and Secure Investor Portal enable asset and wealth managers to increase sales, improve client service, and reduce costs.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Temenos Group

Temenos Connect Internet Banking

The Temenos portfolio of front office solutions offers your customers an exceptional and intuitive experience, while helping your customer-facing employees provide a personalised, clearly differentiated service at the point of delivery.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Sopra Banking Software

Sopra Banking Suite

The products in the Sopra Banking Suite comprise core banking solutions and business components. Our core banking solutions areSopra Banking Amplitude and Sopra Banking Platform. Our business components together build the solutions that are geared towards tackling the challenges of different banking activities, and are available in stand-alone mode to cover specific needs, or can be combined for broader coverage options.

--

Composite Score

--

CX Score

0

Emotional Footprint

33%

Likeliness to Recommend

1

Reviews

FIS (SunGard)

SunGard Ambit Customer Management Solution Suite

SunGard's Ambit Customer Management is a suite of personal banking solutions helping banks resolve the dichotomy between fulfilling clients' demands for an enhanced experience with their own need to optimize these relationships for higher risk-adjusted profitability.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Tata Consultancy Services

TCS BANCS Suite

TCS BaNCS enables transformation in financial services through a suite of solutions for banks, capital market firms, insurance companies and diversified financial institutions.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Broadridge

Broadridge

Broadridge Financial Solutions, Inc. is a provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Archway Technology Partners

Archway

Archway Technology is a company that provides software for the consolidated accounting, investment management and reporting industry, providing a solution for empowering wealth management firms to deploy, protect and grow client wealth. 

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

BankSoft

BankSoft

BankSoft is a company that provides core banking software and services. Its flagship product, CoreBank, has been developed model and organization of a modern, dynamic and flexible bank.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

AxiomEPM

Axiom EPM

With Axiom EPM's Profitability Management, profitability can be calculated and reported for any customer, organizational level, product and role within the organization. Axiom EPM extends Excel.

--

Composite Score

--

CX Score

+46

Emotional Footprint

33%

Likeliness to Recommend

1

Reviews

BranchConnect

Teller Suite

BranchConnect's Teller Suite's core capabilities are provided in a single software suite that delivers a teller automation solution.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Auriga

WinWebServer (WWS)

WinWebServer (WWS) is a feature rich, highly scalable, and flexible omnichannel banking solution. With WWS banks can provide their customers with a truly seamless banking experience while also reducing their operational costs, increasing service availability, and growing profits using sophisticated one-to-one marketing.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

DCI

DCI

DCI is a developer of bank core processing technology. DCI's flagship software is iCore360, a web-based core processing and management solution for banks.

--

Composite Score

10.0

CX Score

+100

Emotional Footprint

100%

Likeliness to Recommend

1

Reviews

miiCard

DirectID

DirectID is a range of flexible Bank and Bureau verification solutions designed to transform your business. It simplifies and speeds up the user experience, making for happier customers. As well as reducing fraud by up to 80% and dramatically cutting default and dropout rates. Perhaps best of all, it supplies ‘read only’ data direct from your customer bank accounts, and layers in insights like Verified Income and Payment Certainty, empowering your business to make faster, smarter decisions.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Digiterre Ltd.

Communica Platform

Digiterre's Communica Platform is a suite of software products meant to help financial institutions manage client and investment data.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

ProfitStars

Optimizer Performance Suite Portal

Optimizer is a flexible, comprehensive portal application - powered by SharePoint® technology from Microsoft® - designed and created for the ProfitStars Performance Suite that brings top ProfitStars solutions together, including PROFITstar, PROFITability, Relationship Profitability Management (RPM), and Synapsys.

--

Composite Score

--

CX Score

--

Emotional Footprint

--

Likeliness to Recommend

0

Reviews

Finastra

FusionBanking

FusionBanking enables banks to gain consolidated views of customers and initiate meaningful interactions. With powerful analytics based on customer data, demographics or global business activities, banks can gain a deep understanding of their customers and offer timely, relevant and compelling products.

--

Composite Score

7.0

CX Score

+65

Emotional Footprint

78%

Likeliness to Recommend

1

Reviews

360View

360View

360 View CRM is a powerful tool designed specifically for banks and credit unions to help create, track, and grow lifelong customers. 360 View CRM integrates with core banking systems and 3rd party providers to extract key information in a standardized format. It automates working processes and gives a complete view of your customers.

--

Composite Score

6.8

CX Score

+83

Emotional Footprint

78%

Likeliness to Recommend

2

Reviews

Zafin

Zafin miRevenue

miRevenue is the first complete Product and Pricing Lifecycle Management (PPLM) platform, delivering a start-to-finish view of the way banks bring products to market quickly and easily with a focus on revenue enhancement.

--

Composite Score

--

CX Score

+65

Emotional Footprint

100%

Likeliness to Recommend

1

Reviews

Load More

All Research

ACI Makes Bill Payment Easier With New Mobile Wallet for Android and iOS
June 27, 2019

Consumers using mobile devices for bill payment is creating new challenges for merchants and their banks.

Author: David Tomljenovic (Info-Tech)