Customer Relationship Management (CRM) is becoming more important in all industries. It’s a buzzword that stands for more personalized customer service, streamlined business processes, and improved data comprehension and utilization. Businesses risk falling behind in technological advances and missing opportunities to improve relationships with existing clients and connect with valuable new clients if CRM software is not properly leveraged.

Customers are increasingly expecting higher levels of customer service and better digital access to the service representatives and products they require. The only real way to deliver this to each and every one of your financial customers is to use a CRM.

Whether your company specializes in banking, insurance, or another financial service, investing in the best CRM software can change the way you manage your customers, products, and day-to-day operations.

Connecting the company bank account to the CRM Runner provides you with a bird’s-eye view of your entire company’s financial operations. You will be able to see your current cash flows, available credit balances, upcoming payment dues, and incoming payments by connecting your various bank accounts.

  • Easy & secure bank integration.
  • Get valuable cash flow information in real time.
  • Track transactions.
  • Bank reconciliation.
  • Leverage a 360-Degree View of Every Customer
  • Improve Customer Retention
  • Enable Quicker Processes
  • Make Your Staff More Productive

Ready to see what CRM software can do for your business? CRM Runner gives bankers a customer-centric view of their operations. Bankers can obtain the tools they require to understand their customers and what they require from their bank.

To learn more or to experience a demo, contact CRM Runner today. Please contact us at 877.590.0040 to speak with one of our representatives or you can go for a free 14-day trial.