CRM That Helps You Get More Done By Doing Less
You don’t have time to waste on busy work in commercial banking. Collect information across marketing, sales, and services without dealing with data entry through integrations to the tools used across your business. Adoption is also easy with a personalized user experience across devices, so everyone has the information they need front and center wherever they are.
Deepen Customer Relationships
Give relationship managers, product specialists and line-of-business specialists the tools they need to collaborate and share information across regions to identify new business opportunities. With Sugar’s comprehensive set of CRM tools, commercial banking teams can deliver a cohesive and personalized customer experience that deepens customer relationships and ultimately drives revenue.
Empower Your People
Empower every front-line employee to work more productively and understand their clients better by removing the busy work that a CRM platform can do for them. With Sugar’s customer journey and workflow capabilities, you can streamline end-to-end client lifecycle processes such as on-boarding and KYC.
Compliance Without Question
Forget compromising on data compliance. Configure your CRM software according to your organizational and regulatory requirements for data residency—and with the right security model for your data sharing and visibility requirements.