bpm'online bank

• Consultation and customer service through the uniform front office
• Use of business processes for attraction, development of clients and a design of products
• Use of CRM technologies for providing a high customer loyalty

Earlier these tasks were closed separately and using separate tools that could not provide integrity of client strategy of bank. Complex approach in the solution of these tasks allows to increase profitability and a customer loyalty and also to optimize use of resources of bank.

The BPMonline Bank system is developed for solving of tasks of the front office, CRM and process management. This already the fifth version of the industry solution for banks used more than in 60 banks, and awarded a number of the international awards.

• Consultation and customer service through "The uniform front office"

The interface of the front office allows to provide consultations and to execute operations on all products of bank (financing, attraction of financial resources, RKO, cards, storage of values and others). The BPMonline Bank system has open tools for integration and use of all communication channels with clients: sales points, self-service kiosks, contact center and others. Important value for business is close integration of the front office and classical CRM, thanks to this sheaf the consultant receives hints for carrying out cross-sellings, informing on approach of important events under the agreement and other notifications of the CRM system.

• Use of business processes for attraction, development of clients and a design of products

The BPMonline Bank system contains tools for process management of bank, including design, execution, monitoring and the analysis of processes. For implementation of necessary business logic in a system there is no need for programming – to change the visual scheme of process enough. Processes are described in a notation of BPMN therefore are well clear to both technical specialists, and business users. During system implementation, reference processes of customer acquisition (active sales, cross-sellings and others), registrations of banking products (a design of the credit, the salary project and others), supports of agreements can be provided to bank (prolongation of the agreement, monitoring, debt collection and others).

• Use of CRM technologies for providing a high customer loyalty

First of all, the BPMonline Bank system contains all classical CRM functions: maintaining history of relationship, management of marketing, sales and customer service. A number of CRM tools is developed taking into account specific requirements of banks, including, opportunities to analyze interrelations and holdings, to calculate the importance and profitability of the client for bank, to select banking products for the client, to manage programs of loyalty are provided.