CRM App for

Corporate Banking

Why did we develop CRM.pro?

In the age of digitalization, the time needed to implement changes in banking is crucial. Traditional, long-term IT projects are giving way to fast and flexible solutions. Banks must adapt their offerings to individual customer needs and respond to market changes faster than ever before.

CRM.pro is a solution on our low-code platform, designed specifically for banks. It enables efficient customer relationship management, supports communication, and allows you to better understand your customers' needs. This allows banks to offer personalized products and services in record time.

Discover CRM.pro – a modern system that increases the efficiency and competitiveness of your bank!

How does CRM.pro work?

CRM.pro is a low-code application built on our AI-Augmented Meltemee platform that enables the rapid development of complete IT applications without coding.

  • The surveys support the bank in its customer satisfaction survey and automatically calculate NPS, CSI, CES KPIs. 
  • The automation of marketing campaigns and newsletter mailings streamlines the whole process, and the system monitors the achievement of targets across the bank's teams.
  • A bespoke module supports the handling of marketing events and the 360° view provides comprehensive information, including:
    - PII data;
    - customer activities assessment;
    - capital and personal relations;
    - scope of cooperation with the bank;
    - products, financial data, consents and documents;
    - notes, relationships, contacts, tasks and cases
  • The system also monitors MiFID Directive customer contacts and supports the MiFID Client categorization process through surveys.
  • CRM.pro is a low-code tool for the banking industry that optimizes customer relationship management, automates business processes and increases operational efficiency.
CRM.pro
What is the scope of the CRM.pro application?
  • Email automation through Exchange integration and automatic client assignment rules.
  • Extended scope of information tailored to the specific bank needs, including handling counterparty cooperation as cases and tasks.
  • Flexible parameterization of case and task handling.
  • Predefined task types and dedicated statuses, and deadlines.
  • Case handling plan includes configuration of steps, statuses and transitions.
  • Ability to add ad hoc tasks to the case depending on individual needs.
  • Advanced relationship and case management in banking.
  • The system covers the handling of all contacts with stakeholders - domestic and foreign customers, potential customers and entities that cooperate or may cooperate with the bank.
  • The OWASP ASVS standard at the L2 level defines much higher requirements than the TOP 10 level often found in the market. OWASP ASVS standard at the L2 level compliance enables low-code applications to meet high security requirements. Attribute Based Access Control ABAC enables the ability to implement robust authorization policies according to the requirements of the organization.
  • Handling of confidential cases - cases can be restricted, limiting access to authorized users only. Modern relationship management allows full control, automation of processes and increased operational efficiency of the bank.

Why implement CRM.pro?

CRM.pro – customer knowledge and process automation in banking

CRM.pro is a modern tool that streamlines customer relationship management, automates processes, and improves service quality in corporate and retail banking.

  • Automation and control – real-time monitoring of tasks and processes.
  • Document centralization – quick access to information without searching through archives.
  • Intuitive operation – convenient interface, flexible reporting, and quick navigation.
  • Empower user communication with AI natural language processing
  • API integrations – automatic data exchange with any system.
  • Advanced permissions (ABAC) – tailored to multi-entity structures.
  • Highest security standards – compliance with OWASP ASVS L2.

CRM.pro – customer knowledge and process automation in banking

Widok 360°
360° view – full control over customer data
Customer data is constantly changing – names, addresses, phone numbers, emails... How can you keep track of it all?
360° view

A single source of truth about your customer.

Full data

Actual personal, contact, and product information.

History and contact details

Comprehensive insight into customer interactions.

GDPR consents

List and status of consents in accordance with regulations.

Sources of data

Clear indication of where the information comes from.

API integration with bank systems

All you need is configuration without involving IT.

Retention of personal data and documents
Automatic compliance with GDPR. Full customer information allows you to monitor consents, processing grounds, and data activities on an ongoing basis.
Automatic verification of permissions

The system checks whether data can still be processed.

Retention management

Algorithms identify data retention periods.

Secure deletion

When the retention period expires, the system sends anonymization requests to the relevant applications.

What does low-code CRM.pro technology offer?

CRM.pro – rapid implementation and low-code CRM.pro platform, eliminating unnecessary operational work and accelerating implementation.
Choose CRM.pro and create solutions faster!
Benefits
01
Security, performance, reliability – ready at the infrastructure level.
02
Focus on business – designers focus on goals, not coding.
03
Better fit to needs – AI-Augmented logic modeling by business analysts.
04
Faster project delivery – shorter implementation time and greater compliance with user expectations.
05
Flexibility – licenses enable easy adaptation to business changes.
CRM.pro
To summarize this brief overview of the application's functionality, CRM.pro includes, among other things:
  • 360° view: registration data, contact details, formal documents, correspondence, information about cooperation, settlement status, products, etc.;
  • Centralization of information processing and sharing;
  • Surveys (AML CREBA and KYC), notes, newsletters.
  • NPS, CSI, CES KPIs.
  • Relationships, contacts, tasks for the customer service team.
  • API integration with the bank's internal systems.
  • Task control and monitoring;
  • Document repository, document archive;
  • Consents, retention;
  • ABAC authorization model;
  • Personal data retention;
  • OWASP ASVS L2 security.

Choose CRM.pro, a low-code solution that meets the needs of your operations – today and in the future.

We provide full support at every step of the low-code way and AI journey.
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