Banking CRM Solutions
Because SEDONA CRM™ banking software is already tightly integrated with most commercial core processing systems, the system can be set up, installed, and tailored specifically for your bank within a matter of weeks, not months.
As part of our installation, we will customize SEDONA CRM to reflect your bank’s preferred security control, individual user accounts, customer data, internal sales and service processes, custom reports, and preferred alerts.
SEDONA CRM starts the automated data gathering process with a bank’s core processing system, where a pre-built integration extracts relevant banking customer and bank account information. Other pre-built integrations include most of the popular banking, credit card, and investment systems, such as FDR, PrimeVest, and SunGard.
Data can be uploaded as well from other internal bank databases or brought in from outside commercial data providers.
Please know that we can achieve core processor integration with any system, whether a SEDONA partner or not. Contact SEDONA for further details. We will have SEDONA CRM up and driving you on to greater profitability in no time.
