The First Fully Customizable All-In-One Banking & Finance CRM & ERP
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The Ultimate CRM for Banks, NBFCs, Credit unions, Insurance Companies, and Investment Companies
Centralize transaction histories, credit profiles, and financial goals to enable personalized loan offers and investment recommendations with Office24by7 Banking and Finance CRM.
Marketing Automation
Office24by7 Finance CRM captures inquiries from multiple channels, including websites, email, social media, financial expos, and referrals. It categorizes leads based on customer interests, financial goals, and demographics, ensuring targeted marketing efforts using historical client data. Automated campaigns via email, SMS, and WhatsApp engage prospects efficiently. Real-time analytics track campaign performance, helping financial institutions refine strategies to maximize conversions and customer engagement.
Pre-Onboarding & Lead Management
The CRM prioritizes inquiries based on factors such as credit score, income level, financial needs, and risk assessment. Leads are automatically assigned to the appropriate departments and to relationship managers, mortgage advisors, or wealth management teams. These can be done based on predefined criteria such as location, product preference, and customer segment. Integrated communication tools like email, chat, and cloud telephony facilitate seamless interactions. Automated document collection and verification simplify the pre-approval process for loans, account openings, and investment services.
Customer Onboarding & KYC Compliance
Office24by7 Finance CRM automates customer onboarding by guiding new clients through KYC and AML (Anti-Money Laundering) verification processes. Digital document submission, e-signatures, and automated approval workflows eliminate paperwork and ensure compliance. Smart alerts can be deployed to notify clients about missing documents or verification requirements, reducing onboarding time and improving customer experience.
Loan & Credit Management
The CRM streamlines loan origination, application tracking, and approval workflows. Automated reminders via SMS, IVR calls, or WhatsApp notify clients about EMI due dates, pending documents, and application statuses. Integrated risk assessment tools analyze credit scores and financial history, helping institutions make data-driven lending decisions. The system also tracks loan disbursements, repayment schedules, and delinquency risks, ensuring better financial management.
Upsell & Cross-Sell Opportunities
Maximizing revenue in banking and financial institutions goes beyond acquiring new customers. It involves identifying opportunities to upsell premium services and cross-sell complementary financial products. Office24by7 analytics and customer profiling help banks understand client needs, enabling personalized product recommendations. Automated alerts and relationship manager insights enhance timely engagement, improving conversion rates. A well-structured upselling and cross-selling strategy not only boosts revenue but also strengthens customer relationships by offering tailored financial solutions that add real value.
Investment & Wealth Management
Banks and financial firms can track client portfolios, monitor market trends, and provide investment recommendations based on real-time analytics. The CRM helps financial advisors automate periodic portfolio reviews, schedule consultations, and send personalized investment alerts. Risk profiling tools ensure that clients receive appropriate financial advice tailored to their goals and risk tolerance.
Risk Management & Fraud Detection
The CRM integrates AI-powered fraud detection mechanisms to monitor suspicious transactions, flag potential risks, and prevent fraudulent activities. Automated risk profiling, transaction monitoring, and compliance tracking help banks mitigate financial threats while ensuring adherence to regulatory guidelines. Alerts and reports notify compliance teams of anomalies, improving response times and safeguarding financial assets.
Payment & Transaction Management
The CRM automates payment reminders, billing, and transaction tracking. Clients receive automated notifications for credit card dues, EMI payments, and overdraft alerts. Real-time dashboards provide insights into payment trends, outstanding balances, and transaction histories, ensuring smooth financial operations.
Project Management
Financial initiatives such as new scheme launches, loan offers, or customer onboarding campaigns need to be streamlined efficiently for smooth functioning. Office24by Banking CRM efficiently handles tasks like requirement gathering, approval workflows, implementation tracking, and reporting. You can capture key project requirements and ensure seamless communication with relevant departments for swift execution. During implementation, assign tasks, monitor progress, and receive real-time updates on milestones to enable proactive management. Keep stakeholders informed about project status, audit processes, or launch timelines, fostering transparency and trust. Manage the entire lifecycle of financial projects, ensuring smooth execution, compliance, and high stakeholder satisfaction.
Communications Management
Office24by7 CRM centralizes all internal and external interactions. Externally it ensures smooth coordination between internal teams like financial advisors, support teams, with customers. Automated notifications keep clients informed about transactions, investment opportunities, loan updates, and financial news. Integrated communication channels, including WhatsApp, Google RCS, SMS, emails, and voice calls, enable seamless and secure interactions. OTP verification, payment notification, internet banking logins etc can be sent to customers to ensure they stay alert from their end on every action done in their accounts. The CRM also facilitates feedback collection through surveys, helping financial institutions improve client engagement and service quality. Internal collaboration features allows interdepartmental communication seamless allowing smooth workflows and less communication gaps. You can also use email, SMS, WhatsApp or voice calls to communicate with your teammates using the integrated communications module.
Client & Relationship Management
The CRM maintains detailed customer profiles, tracking financial preferences, past interactions, and service history. Automated birthday and anniversary greetings, loyalty programs, and personalized offers enhance client engagement. AI-driven insights help financial institutions identify upselling and cross-selling opportunities for loans, credit cards, insurance, and investment products.
Regulatory Compliance & Document Management
Office24by7 Finance CRM centralizes all compliance-related documents, transaction records, and regulatory reports. Automated alerts notify compliance teams about policy updates, audit requirements, and KYC renewal deadlines. Secure access controls protect sensitive data, ensuring regulatory compliance and preventing data breaches.
* We are currently finalizing the development of this feature, and it will be rolled out shortly.
Branch & Operations Management
The CRM provides a centralized platform for managing branch operations, service requests, customer appointments, and staff productivity. Automated scheduling and ticketing systems enhance customer service, reducing wait times and improving service quality across branches. Real-time performance tracking ensures operational efficiency.
Vendor & Supplier Management
Banks and financial institutions rely on vendors for services such as software, security, and infrastructure. The CRM centralizes vendor data, tracks service agreements, and ensures timely contract renewals. Performance tracking of vendors ensures high service quality and cost-efficiency.
Accounts & Billing Management
Financial institutions handle vast amounts of transactions, fee processing, and account reconciliation daily. Automating accounts payable, receivables, and billing ensures accuracy and reduces manual errors. Integrated invoicing systems streamline fee collections, loan repayments, and credit settlements. Real-time tracking of financial records ensures compliance with regulatory standards and audits. Automated reminders for overdue payments, tax calculations, and interest adjustments improve cash flow management. Extensive financial analytics provide insights into revenue trends, helping in better decision-making. A structured accounts and billing system enhances financial transparency.
* We are currently finalizing the development of this feature, and it will be rolled out shortly.
HR Management
Banks manage a diverse workforce, including relationship managers, financial advisors, branch staff, and IT teams. Automating recruitment, onboarding, payroll, and performance tracking using a CRM streamlines the HR processes. Employee training programs, compliance certifications, and regulatory assessments must be managed systematically. Attendance tracking, leave management, and employee engagement initiatives contribute to workforce productivity. Extensive analytics help in evaluating employee performance, identifying training needs, and optimizing workforce allocation.
Mobile CRM for Field Sales
With a mobile-friendly interface, field based professionals can track applications, monitor customer interactions, manage transactions, and access key business insights on the go. Secure mobile access ensures seamless banking operations from any location. Just like how a mobile banking app improves usability and convenience the Mobile CRM allows finance professionals to monitor all customer related interactions and tasks with ease.
Performance Analytics & Business Intelligence
The CRM provides real-time tracking of key performance indicators (KPIs) such as loan approval rates, customer acquisition costs, transaction volumes, and revenue growth. Custom dashboards offer instant insights into financial trends, helping decision-makers optimize business strategies. The system generates automated reports to keep stakeholders informed about financial performance and operational metrics.
Office24by7 Integrations for Finance CRM Software
A large library of integrations that are specifically tuned to meet all financial institutions.
Features That Set Office24by7 Finance CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Finance CRM Software?
Read more about why CRM software is becoming a critical requirement for financial institution from top-rated resources.
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