BE-terna Banking CRM

by BE-terna

BE-terna Banking CRM – custom made CRM solution for banking industry.

BE-terna Banking CRM solution is tailored for Retail, Corporate and Private banking, built on Microsoft technology, and leverages the Power Platform capabilities and benefits.

The cloud solution allows you to work from anywhere and anytime while contributing to success by tracking customer activities, managing KPIs, gaining new sales opportunities, reducing operational costs, and optimizing resources with tailor-made data models and processes designed for banking sales, marketing, and customer service departments.

This collaboration tool, proved and tested by Microsoft, extends and complements the core-banking system's capabilities to provide business digitalization and a more prosperous customer and employee experience.

BE-terna Banking CRM connects and optimizes Sales, Marketing, and Customer service activities with a CRM solution designed for Banking. The solution helps you personalize all customer-facing interactions across all critical areas within the bank via four powerful modules.

  • BE-customer-centric module provides a complete customer overview streamlined from different data sources into one digital profile that helps your sales, marketing, and customer service departments get known better customers and provide a personalized approach in every interaction.
  • BE-compliant module enables your employees to cooperate with the customers, following GDPR rules, and manage personal customer data with a guided step-by-step anonymization process.
  • BE-proactive module helps you to discover new sales opportunities, adjust offers to reflect specific customer needs, and interact correctly at the right time and in the right context. It empowers your customer service agents to improve customer service and experience and make your customers loyal.
  • BE-engaged module ensures storing all customer communication into one single database. It increases customer satisfaction and engagement through traditional and modern communication channels by providing them omnichannel experience and agent-assisted service in every interaction.

At a glance