Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

Commercial Banking Success

Householding

The householding process in Sugar will show relevant relationships between customer records; a workflow or business rule will then link the records for future reference.

360-Degree View of Your Customers

Know your customers inside and out with 360-degree activity history across the extended customer community. 

Product Cross-Selling

With Product Cross-Selling in Sugar, you can present new products that are available based on the product profile of a customer in real-time. 

Core Banking Platform

By having Sugar as your central hub, transform your bank into a customer-focused, profitable sales machine. 

CRM dashboard for commercial banking

Corporate and Commercial Banking

With SugarCRM, banks can deepen their customer relationships and drive revenues by leveraging an enterprise-wide view of the customer. Relationship managers, product specialists and line-of-business specialists can collaborate and share information across regions to identify new business opportunities and provide a cohesive and personalized customer experience.

Sugar’s mobile application empowers every frontline employee to work more productively and understand their clients better by tracking and logging every interaction, even when on the road. With Sugar’s customer journey and workflow capabilities you can streamline end-to-end client lifecycle processes such as on-boarding and KYC.

Sugar’s easy to integrate platform allows integration with middle-office and back-office systems like risk management, KYC, MDM and business insight systems. A flexible data model helps banks model complex client relationships from a commercial and risk perspective while also allowing the modeling and tracking of coverage across regions and product lines at every client. A robust and flexible security model ensures the implementation of granular data sharing and security controls in line with legislative and organization requirements.

Curious to see what the right CRM for commercial banking can do for your company?

Get in touch to see what makes Sugar unlike any other CRM for commercial banking available on the market today.