bpm'online

60 State St, Suite 3700
Boston, MA 02109

About bpm'online

Bpm'online financial services is a process-driven CRM designed for corporate and retail banks and financial institutions to help them efficiently manage every step of customer interactions, opportunities and risks.

Bpm’onlie delivers three different products on a single platform. Depending on company’s needs and requirements, that can be used separately or as a single CRM bundle.
• bpm’online bank customer center - a comprehensive set of features for contact center management and bank front-office automation;
• bpm’online bank sales – a great SFA tool with all the necessary features for managing end-to-end sales processes for banks and financial institutions;
• bpm’online marketing - the marketing automation software designed to streamline demand generation through designing and running personalized marketing campaigns across multiple channels.

Competitors of bpm'online

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FINEOS

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Vertafore

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