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Banking CRM

In a bank, the branch, the loans team and operations each touch the same customer separately; the promise made stays in that unit's own notebook. When a file is held up, finding out who asked for which document means calling the customer one more time.

An application is a record with stage and missing-document fields, and which document is awaited from whom sits on the card. In Rapitek CRM an objection enters the queue as its own case record.

Banking CRM
  • Follow loan and product applications through their stages, write the missing document into a field on the record, and send the reminder from there
  • Plan visits to corporate customers in the portfolio as tasks, and enter the visit note from the field with the mobile application
  • Open customer objections and complaints as case records, put them in the queue and drop them to their owner through the assignment rule you defined during setup
  • Segment consented communication lists and run SMS and WhatsApp notifications from a shared inbox
Application FileAn application is a record with stage and missing-document fields; which document is awaited from whom sits on the card.
Portfolio VisitA visit is a task; the portfolio manager, the account and the date are in its fields, the visit note is written on the same record, and the location is confirmed in the mobile application.
Objection and CaseA customer objection is a case record; it enters the queue, reaches its owner through the assignment rule defined during setup, and at closing the survey is tied to the same record.
Communication ConsentConsent status is a field on the customer card; the campaign list is filtered by that field, and a record without consent does not enter the list.

In banking, the reason a file is late is not the decision but a missing document. The paperwork requested from the customer is mentioned on the phone, repeated by e-mail, and who asked for what stays in personal correspondence; when the portfolio manager changes, the customer has to send the same document a second time, while where the delay occurred is never visible on the institution's side.

In Rapitek CRM an application is a record with stages and missing-document fields; who asked for what and when sits on the same card, and the reminder that goes to the customer is produced from that field as well. Objections and complaints enter the queue as their own case record, reach their owner through the assignment rule defined during setup, and at closing the satisfaction survey is tied to the same record. We build the connection to the core banking system; there is no out-of-the-box module, the connection is built specifically for the project over the REST API and webhooks.

The scope of the plans and the items priced separately are written on the pricing page.

Frequently asked questions

How does tracking missing documents on a loan application work in the CRM?
On the application record, a missing document is a field; it is ticked off as each document arrives, a dated follow-up task is opened for those that do not, and the reminder to the customer is sent from the same record over SMS or WhatsApp.
Can a connection be built to our core banking system?
We build the connection to your core banking system; there is no out-of-the-box module. The connection is built specifically for the project over the REST API covering 183 business objects, OAuth2 and webhooks; we work out its scope in the discovery meeting and share it in writing.
Can I stop a campaign message going to a customer without consent?
Consent status is a field on the customer card; the campaign list is filtered by that field, and a record without consent does not enter the list. Consent synchronisation with İYS works in both directions: the consent query and the notification both run over the same record.
Which is the best CRM software for banking?
When choosing a CRM for the banking sector, you should look at sector workflows, integration capabilities, customisation options and the quality of support. You do not set up Rapitek CRM — we do: we configure the fields, stages and reports around your process in the banking sector, we migrate your data, and we train your team in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects during its Salesforce years; we carry out the setup with that experience.
How much does a banking CRM system cost?
On the banking side, a visit task carries the portfolio manager, account and date fields; it is this team that uses the system. We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you never read a different price in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and any setup fee are worked out together in the discovery meeting and shared in writing. Rapi artificial intelligence credit and ERP integration are items priced separately.
How are CRM integrations carried out in the banking sector?
In banking, the counterpart the CRM will talk to is the core banking system. If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the other side change from installation to installation, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery meeting and share them in writing.
How does the move to a CRM system work in the banking sector?
We start with a discovery meeting: we work out your process in the banking sector together, and which fields and which stages are needed. After the meeting, we give you a date, not a range. We migrate your data, and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for banking?
In banking a portfolio visit is a task; the visit note is entered onto the record from the field with the mobile application. The application is live on both the App Store and Google Play. The web interface also works on tablets and phones. The application does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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