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Customer Relationship Management for Retail Banking

Systems that help banks manage customer interactions, track customer information, and deliver personalized services.
Other Retail Banking

Temenos Infinity
By: Temenos
https://www.temenos.com/products/infinity/
A digital banking platform that delivers pre-composed banking services, enables banks to develop their own fintech solutions and capabilities, and create outstanding customer experiences. Supports omnichannel banking, advanced analytics, and seamless integration with core banking systems.

Oracle Financial Services CRM
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/banking/customer-experience/
Provides retail banking-specific functionality including customer onboarding, relationship management, marketing campaign management, analytics, and cross-selling capabilities. Enables banks to create personalized customer journeys and improve customer retention through integrated communication channels.

FIS CRM Banking Solutions
By: FIS Global
https://www.fisglobal.com/en/solutions/banking-solutions
Offers 360-degree customer view, customer journey management, campaign management, lead management, automated onboarding, AI-powered next-best-action recommendations, and integration with core banking platforms for seamless retail banking operations.

CRMNEXT Banking CRM
By: CRMNEXT
https://www.crmnext.com/industry/banking-crm/
Banking-specific CRM platform with AI-powered customer journey orchestration, automated lead management, relationship-based pricing, unified customer view, compliant banking processes, and seamless integration with core banking systems. Features specific modules for retail banking operations.

Pega Customer Service for Financial Services
By: Pegasystems
https://www.pega.com/industries/financial-services/banking
AI-powered retail banking CRM that provides intelligent customer engagement, next-best-action recommendations, omnichannel service capabilities, and automated case management. Includes pre-built banking workflows, compliant customer onboarding, and personalized service delivery.

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