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CRM for a bank

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CRM for a bank
crm
Respuesta
9/09/21 23:42
I am a manager in a large bank, and now we want to find some kind of CRM, with which it will be possible to conveniently segment the customer base. Also, it is important that the entire history of communication with clients is in one place. Please advise me on good CRM systems that I should consider.

RE: CRM for a bank
Respuesta
10/09/21 15:57 en respuesta a Derek Lewis.
Almost in any CRM system, it is possible to segment customers, so I cannot recommend any specific CRM to you. Choose by yourself here https://apiway.ai/categories/crm-for-banks. There is a large selection, and there is a description of the functions of one or another CRM system. I think at least some of this should work for your bank.