Why use a CRM system in a bank?

At the moment, as a rule, banks do not have a single tool that would allow a bank employee to see summary information on a client (on the history of relationships with him, products sold to the client, his profitability). There are separate transactional type systems in which deal, transaction and / or posting is central.



What can a CRM system for bank ( https://apiway.ai/categories/crm-for-banks ) give?

Processing of incoming phone calls (both with the use of the contact center and without it)
Service call processing
A unified client profile, in which basic and contact information on the client is available, information on all executed transactions
Marketing campaign management (segmented)
Management of sales of banking products