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

Enteract - CRM for Banking

od: Fiserv