Product · Banking Customer Engagement Platform
Analytecha Banking CRM. The client, in full view.
Unified Customer 360, relationship management, and intelligent banking workflows built on Microsoft Dynamics 365.
01 — Customer 360
Everything the bank knows, in one place.
Relationship teams need one reliable picture of each client. The framework is designed to bring it together.
One view
Customer 360
A single view of each client: their profile, the products they hold, their interactions with the bank and the obligations that come with the relationship.
Relationships
Relationship management
Support for planning and recording client engagement, so relationship teams act consistently and nothing falls between channels.
Workflows
Intelligent banking workflows
Banking workflows built on Microsoft Dynamics 365, designed to sit alongside existing core banking systems.
02 — Customer engagement
From knowing the client to following through.
01
Know the client
Start every conversation from a complete, current view of the relationship.
02
Anticipate needs
Use what the bank knows to prepare relevant, timely conversations.
03
Engage consistently
Keep engagement aligned across teams and channels.
04
Follow through
Record outcomes and next steps so commitments are kept.
03 — Fit with your estate
Designed for how banks already work.
Microsoft ecosystem
Built on Dynamics 365, so it fits organizations that work with Microsoft business applications.
Alongside core banking
Designed to integrate with existing banking systems rather than replace them.
Integration expertise
Backed by Analytecha’s banking integration services.
Governed data
Client data handled with the access control and auditability banking requires.
See the framework in action.
Tell us about your relationship teams and systems, and we will tailor a demo.