KAPTURE CRM FOR BANKING

Bank CRM Software

CUSTOMER-CENTRIC BANKING

Put your customer at the heart of your banking business with personalized and continuous engagement. Connect the right products to the right customers by understanding each customer’s requirements and preferences.

DATA STORAGE AND SECURITY

Deal with confidential customer information by using robust, risk-free measures. With SSL encryption, PCI compliance and periodic patches and backups, ensure that all your financial operations are running safe and secure at all times.

WEALTH MANAGEMENT

Kapture’s sales management software can help you boost your client satisfaction using proactive client engagement, service personalization, structured schemes and policies. Help your advisors, agents and brokers deliver the perfect experience and build long-lasting relationships.

COMMERCIAL BANKING

Effectively cater to a wide range of customers, and their respective needs and preferences, with robust profiling and engagement tools and services. Gain real-time reports into your operations so that you’re always improving the mutual value between you and your customers.

INSURANCE

Incorporate trust into your client relationships and improve your customer life cycle. Have your entre customer database and documents in the palm of your hands at all times with a cloud-enabled banking CRM, so that you don’t miss out on those perfect opportunities when you’re on the move.