Enterprise Banking & Finance CRM: KVKK Data Residency + Write-Capable AI
Enterprise CRM designed for banks, factoring firms, leasing companies, and insurance brokers. A physically separate database and its own subdomain per customer; KVKK data residency (Turkey); an immutable audit trail. Most CRM AI only reads — Rapi writes: tell it what happened in Turkish and it creates and updates real records. From the team that delivered 400+ agent Salesforce Service Cloud for a top-5 Turkish bank — without the Salesforce complexity, at a far lower TCO.
Request Enterprise Strategy CallBanking & Finance CRM Requirements
For banks, factoring firms, leasing companies and insurance brokers, CRM is not a generic sales tool. BDDK audit trails, KVKK data residency, role-based access control, and sector-specific workflows are all non-negotiable.
Generic CRMs (Salesforce, HubSpot, Zoho) meet these only through heavy customization — typically a 6-12 month project and significant consulting cost. Rapitek ships data residency, an immutable audit trail, and Salesforce-parity access control as standard. Sector processes such as KYC, MASAK screening, and suspicious-transaction (STR) workflows are then configured to your rules using the platform's Custom Objects, visual Flow Builder, and approval/assignment rules — not as a closed-box compliance module.
Built-In Features for Banking & Finance
360° Multi-Product Customer View
One customer, multiple products (deposits, loans, cards, leasing, insurance) — all interactions, balances, requests, complaints on a single screen.
Model KYC & MASAK Processes on the Platform
Build Know Your Customer, PEP flagging, and suspicious-transaction (STR) workflows to your own rules with Custom Objects, the visual Flow Builder, and approval/assignment rules. Not a packaged AML module — flexible infrastructure you configure.
BDDK Audit Trail
Every record access logged: who read, who changed, when. 7-year retention per BDDK, compliant anonymization and deletion protocols.
Multi-Channel Engagement (Branch + Call + Digital)
Same customer's history across branch, call center, mobile app, WhatsApp Business API, email — all on one timeline.
Product-Based Sales Pipeline
Separate pipelines for deposits, loans, leasing, cards, insurance. Product-specific onboarding, KYC, pricing matrix, commission calculation.
Data Residency (Stays in Turkey)
Per KVKK Article 9, customer data stays in Turkey. Preferably your tenant DB in a TIER-3+ data center in Turkey. Foreign access blocked.
Rapi: Write-Capable Turkish AI Agent
Most CRM AI only reads. Rapi creates and updates real records across 11 objects by voice or text in Turkish — with a confirm step before every write. Describe what happened on a call; let it log the record.
Reports & Dashboards V2
Tabular, summary, matrix and joined reports; cross-filters; conditional formatting; weighted pipeline (value × win-probability); and scheduled CSV/Excel email export for management reporting.