Customer 360° & Segmentation
Single customer view with products, interactions, profitability, and dynamic segments.
Unified customer relationship management
Banking CRM
Unified customer relationship management for banks: customer 360°, leads & opportunities, onboarding workflows, campaigns, service desk & cases, RM workbench, consent/privacy, and analytics — fully integrated with core and channels.
Request Free Customization
Rayterton can adapt the platform to your brand, workflows, and integration needs before any commercial commitment.
Key capabilities
Full CRM suite
Integrated
- Customer 360° & Segmentation
- Leads, opportunities & sales
- Onboarding & KYC workflows
- Service desk & cases
Core features
Standard Features Overview
Comprehensive CRM capabilities covering all customer touchpoints from acquisition to service and retention.
Leads & Opportunities
Lead capture, qualification, pipeline stages, forecasting, and win/loss analysis.
Tasks, Visits & Calendar
RM agenda, visit plans, call logs, follow‑ups, and reminders.
Onboarding Workflows
Configurable steps, KYC checks, document capture, and hand‑off to CBS/LOS.
Campaigns & Journeys
Audience builder, A/B test, multi‑channel sends (email/SMS/WA), and ROI tracking.
Cross sell & Next Best Action
Rules/model‑based suggestions at branch, contact center, and digital channels.
Service Desk & Cases
Intake from phone/email/app, SLAs, escalation, and knowledge base.
Complaints & Disputes
Capture, investigate, resolve, and regulatory reporting.
Consent & Privacy
Consent capture, preferences, and GDPR‑style requests (download/delete).
Docs & E‑Sign
Templates, merge, e‑signature, and secure vault.
Dashboards & Analytics
RM scorecards, pipeline, NPS/CSAT, and campaign performance.
Integration Hooks
CBS, channels, card switch, LOS, and data warehouse/BI.
Integration ready
Technology & Integration
Built with API-first architecture for seamless integration with core banking, channels, and third-party services.
Core Integrations
- Core Banking (CBS)
- Internet/Mobile Banking
- Card Switch/CTI
- Email/SMS/WhatsApp
- Data Warehouse & BI
- API‑First & SSO
What You Get
- Free customization (menus, fields, reports)
- Trial access until go‑live
- Annual maintenance incl. change requests
- Migration templates & training
- On‑prem or cloud
Engagement model
What You Get From Rayterton
Implementation approach follows the same pattern as other Rayterton solutions. The focus is a working Banking CRM environment that already reflects your brand, workflows, and integration needs before you make any commercial commitment.
Before go live
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Free customisation for key forms, workflows, and reports that your CRM team needs.
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Working trial environment that already uses your brand, colors, and integration requirements.
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Support to integrate with your core banking, channels, and data warehouse.
After go live
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Annual maintenance that already includes change requests without extra manday cost.
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Monitoring and performance tuning for application and database when required.
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Optional deeper integration with other Rayterton modules such as Internet Banking, Loan Origination, or Fraud Detection.
Ready to customise Banking CRM for your bank
Share your sales stages, onboarding flows, and channel partners — we'll prepare a working trial.