Netiks 360Bank
by Netiks International • Founded 2000
CRM
What is Netiks 360Bank?
Netiks 360Bank is a banking CRM for financial institutions. It provides a 360-degree customer view across financial products, manages banker-client relationships, tracks sales pipeline for banking products, and delivers customer analytics for retail banking operations.
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Netiks 360Bank Features
Customer 360 view
Lead management
Opportunity management
Account management
Contact management
Activity management
View All 63 Features
Campaign management
Sales forecasting
Workflow automation
Reporting and analytics
Document management
Email integration
Mobile access
Task management
Customer segmentation
Case management
Social media integration
Role based access control
Data security
Integration with core banking systems
Customer support management
Third party integrations
Product catalog
Contact manager
Crm & sales dashboards
Email marketing / sms marketing
Project management
Lead scoring
Proposal management
Customer support ticketing
Marketing automation
Crm & sales reports
Customer support
Marketing analytics
Sales tracking
Workflow management
Call center management
Reports and dashboards
Crm analytics
Customer management
Real time reporting
Dashboard
Lead assignment
Sales analytics
Sales reporting
Lead segmentation
Data management
Client management
Profile management
Business process automation
Campaign segmentation
Sales dashboards & reports
Graphs & charts
360° customer view
Business process management
Progress tracking
Crm integration
Email marketing
Data integration
Data import / export
Marketing reports
User journeys
Customer profiles
Netiks 360Bank Resources
Netiks 360Bank Screenshots
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