Software Category

Banking CRM

Software Reviews covers 38 products in the Banking CRM market. Fast track your research by exploring our Data Quadrant, sorting the software, purchasing our Banking CRM Category Report, or diving deeper into an individual product. Arm yourself with real data so you can make better decisions with more confidence.

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Category Features
  • Account and Contact Management
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  • Activity and Workflow Management
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  • Analytics and Reporting
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  • Collaboration
  • |
  • Customer Service Management
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  • Industry-Specific Functionality
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  • Lead Management
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  • Marketing Management
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  • Quote, Contract, and Proposal
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  • Sales Management
  • |
  • Telephony and Call Center Management

Data Quadrant

The software experience is shaped by both the software and the relationship with the vendor. By comparing vendors across both we provide a comprehensive understanding of the product and help identify vendors that can deliver on both.

Sample Report

Category Report

A thorough evaluation and ranking of all software in an individual category to compare software across every dimension.

  • User Satisfaction Rankings
  • Business Value Scores
  • Vendor Capability Comparisons
  • Individual Feature Evaluations
  • Emotional Connection to Products
Buy Now / $2999

Sample Report

Emotional Footprint Report

A detailed and unique report across 5 emotional dimensions that capture a powerful indicator of overall user feeling toward the vendor and product.

  • Service Experience
  • Conflict Resolution
  • Negotiation and Contract
  • Strategy and Innovation
  • Product Impact
Buy Now / $2999

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.

8.2

Composite Score

Composite
Score

+76

Emotional Footprint

Emotional
Footprint

80%

Likeliness to Recommend

Likeliness
to Recommend

49Reviews

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

Composite
Score

+71

Emotional Footprint

Emotional
Footprint

75%

Likeliness to Recommend

Likeliness
to Recommend

42Reviews

CSI

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.

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Composite Score

Composite
Score

+76

Emotional Footprint

Emotional
Footprint

93%

Likeliness to Recommend

Likeliness
to Recommend

4Reviews

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

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Composite Score

Composite
Score

+53

Emotional Footprint

Emotional
Footprint

73%

Likeliness to Recommend

Likeliness
to Recommend

4Reviews

Infosys

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. 

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Composite Score

Composite
Score

+12

Emotional Footprint

Emotional
Footprint

55%

Likeliness to Recommend

Likeliness
to Recommend

2Reviews

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.

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Composite Score

Composite
Score

+83

Emotional Footprint

Emotional
Footprint

80%

Likeliness to Recommend

Likeliness
to Recommend

2Reviews

TuffRisk

TuffRisk 360

Tuff Risk's 360 is banking software designed for bankers with six commanding modules created specifically to help run your bank or credit union more efficiently and profitability.

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Composite Score

Composite
Score

+71

Emotional Footprint

Emotional
Footprint

80%

Likeliness to Recommend

Likeliness
to Recommend

2Reviews

FIS

FIS Banking Solutions

FIS offers a flexible banking platform that is agile enough to help clients opportunities. Our solutions integrate seamlessly with our core systems or with others via a componentized architecture.

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Composite Score

Composite
Score

+100

Emotional Footprint

Emotional
Footprint

90%

Likeliness to Recommend

Likeliness
to Recommend

2Reviews