FINEOS CRM

FINEOS has delivered a series of award-winning enterprise-wide CRM solutions to the banking industry, covering a broad spectrum of requirements from retail savings branch banking to private and commercial banking.

FINEOS CRM solutions leverage investment in existing legacy systems by providing a rich layer on top of reliable account management engines, extending their life and suitability to today’s demanding multi-channel, customer-centric environment. They have been proven to deliver measurable results, including the following:

  • Improvement in service levels by 25%
  • Increase in the call handling volume of agents by 25%
  • Increase in number of customers cross-sold to annually by 100%

FINEOS CRM is a flexible customer relationship management solution for banks and building societies.  FINEOS CRM:

  • Provides real-time comprehensive customer information on a single system
  • Enables dynamic data capture
  • Integrates seamlessly with existing systems
  • Provides secure access to real-time, comprehensive information via customer’s preferred channel
  • Automatically generates forms and documents
  • Enforces best practices through the generation of tasks and service level alerts
  • Routes inquiries intelligently, according to experience and authority levels

FINEOS CRM, part of the FINEOS Banking suite, is available for: