Enteract - CRM for Banking

Autor: Fiserv

Enteract from Fiserv is a comprehensive sales & service solution for retail & commercial banking.

Empower bankers with the tools and insights they need to accelerate sales and deliver efficient, positive customer experiences.  
Designed with regional banks and large community financial institutions in mind, Fiserv Enteract harnesses the power of Microsoft’s Dynamics® 365 and Azure® to put your people and your customers at the heart of your digital transformation strategy.  Enteract offers the comprehensive customer relationship management (CRM) features of Dynamics 365, tuned to the unique needs of Commercial Banking and Retail Banking, delivered and supported by Fiserv on the Microsoft cloud.
Enteract comes with a comprehensive banking data model accompanied by high-efficiency data-load tools and a configurable real-time integration framework to wire your sales and service processes into core account processing and other bank systems.  This means that clear line of sight to a 3-dimensional view of banking customer relationships is just the beginning.   Sales management is a core strength of Enteract but by rapidly integrating with core banking, enterprise content management, loan origination and digital channels, Enteract goes far beyond the sales and marketing capabilities of typical banking CRM solutions.  With Enteract, your financial institution can orchestrate marketing, sales, fulfilment, and servicing across bankers in the field, branches, contact center, and back-office.   Sales processes lead seamlessly into new customer onboarding, account set up and ongoing customer and account servicing – all within a single application.
Example User Types

Retail Banking

      • Personal Banker
      • Customer / Member Service Representative
      • Teller
      • Universal Banker
      • Branch Manager
      • Loan Officer
      • Small Business Banking Specialist
      • Mortgage Specialist
      • Regional Sales Manager
      • Contact Center Agent
      • Back-office specialist / Customer Support
      • Head of Retail Banking

Commercial Banking 

      • Commercial Relationship Manager
      • Commercial & Industrial (C&I) Lender
      • Commercial Real Estate (CRE) Lender
      • Cash Management / Treasury Management Specialist
      • Trade Finance Specialist
      • Commercial Customer Support Specialist (back-office / call center)
      • Commercial Banking Manager
      • Head of Commercial Banking

Wealth Management / Private Banking / Brokerage / Trust

        • Private Banker
        • Investment Specialist
        • Financial Advisor
        • Trust Advisor

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