CRM for the banking sector

CRM for the banking sector

Altitudo CRM solutions for the banking sector are based on the Microsoft Dynamics 365 platform and offer a rich set of features and services for companies in the sector, such as:

  • Portfolio Management
  • Covenant Management
  • Opportunity Management
  • Conflict Check
  • Registries management
  • MiFID
  • Contact and Activity Management
  • Tracing of all multichannel interactions
  • Mobility
  • Data analysis and reporting

These functionalities can be used in multiple areas:

  • Corporate Banking
  • Private Banking
  • Retail Banking