SimpleCRM: Banking CRM & Financial Services Solutions with Automated Banking Features

Seamless Omnichannel Service Automation

Deliver consistent and responsive customer service across all channels with SimpleWorks' omnichannel service automation. Our platform integrates communication channels including chat, email, phone, and social media into a unified system, ensuring efficient management of customer interactions. This approach enhances response times, reduces operational costs, and strengthens customer trust by providing a cohesive and personalized banking experience.

Comprehensive Customer and Branch Insights

Gain a 360-degree view of your customers and branch operations with SimpleWorks' Customer360 and Branch360 features. By consolidating data across all touchpoints, our platform enables financial institutions to understand client financial histories, preferences, and behaviors deeply. This holistic insight allows for the delivery of personalized financial solutions, proactive issue resolution, and enhanced client retention. Branch360 provides managers with visibility into branch performance and resource allocation, facilitating informed decision-making and operational efficiency.

Streamlined Sales and Lead Management

Accelerate your sales cycles and capitalize on opportunities with SimpleWorks' automated sales and lead management tools. Our platform streamlines lead generation, nurturing, and deal closure processes, enabling financial services providers to increase conversion rates. The AI-Suggestions Engine offers sales teams actionable insights and next-best-action recommendations, enhancing efficiency by automating tasks such as follow-ups and customer segmentation. By capturing leads from diverse sources—including marketing campaigns, in-branch interactions, and online inquiries—SimpleWorks ensures timely and personalized client engagement.

Advanced Data Analytics for Strategic Insights

Harness the power of data with SimpleWorks' advanced analytics capabilities. Our platform provides actionable insights into sales and service performance through comprehensive Business Intelligence Reports. Financial institutions can track key performance indicators, identify emerging market trends, and assess customer satisfaction levels. These data-driven insights facilitate informed decision-making, optimal resource allocation, and strategic planning for sustainable growth.

Efficient and Compliant Digital Onboarding

Simplify and expedite the client onboarding process with SimpleWorks' AI-powered digital solutions. Our platform automates account setup, KYC verifications, and document validation, reducing the time and streamline your customer onboarding process with SimpleWorks' digital onboarding solutions tailored specifically for banks and financial institutions. Our AI-powered platform simplifies account opening, automates Know Your Customer (KYC) verifications, and integrates seamlessly with regulatory databases for document validation. This results in reduced onboarding times, improved customer satisfaction, and strengthened compliance with RBI guidelines and global regulatory standards—minimizing risk and enhancing operational efficiency.

Gen-AI Powered Sales and Service Coaches to Maximize Productivity

Our Generative AI tools, such as the GPT-Powered Sales Coach, offer real-time insights and guidance for banking professionals. They improve deal closure rates and optimize risk assessments. They also reduce training timelines for relationship managers and enable faster onboarding of new team members. The GPT-Powered Support Coach simplifies case resolutions by offering predictive insights, guiding the next steps, and automating client communications. It helps service teams identify upsell and cross-sell opportunities, enabling them to address client needs proactively and significantly improve customer satisfaction.

R-YaBot: Intelligent Knowledge Management for Banking

In the era of digital banking, access to real-time information is critical. SimpleCRM’s R-YaBot, a Retrieval-Augmented Generation (RAG)-based GPT bot, brings new intelligence to financial services. Inspired by the innovation of Aryabhata, R-YaBot provides personalized, predictive insights for customer engagement and operational efficiency. By offering accurate, real-time information, R-YaBot reduces client wait times, enhances service quality, and helps financial institutions stay ahead in the fast-paced digital economy.

AI-Powered Collections Management

AI-Powered Collections and Recovery Management Improve your collections processes with SimpleWorks' AI-driven collections management solution. Automate payment reminders, track overdue accounts proactively, and utilize predictive analytics to identify high-risk customers before defaults occur. Our mobile-enabled solution empowers field collection teams to access real-time data, even offline, optimizing recovery operations and enhancing overall productivity. Ensure compliance with fair collection practices while significantly reducing delinquency rates and operational costs.

Security & Compliance

Robust Security and Regulatory Compliance Data security and regulatory compliance are non-negotiable in the financial services industry. SimpleWorks provides comprehensive security features including robust encryption, role-based data access controls, secure data residency, and regular security audits aligned with industry best practices. Our platform is fully compliant with RBI guidelines, GDPR standards, and global banking regulations, offering banks and financial institutions complete peace of mind in managing sensitive financial data securely and compliantly.

Mobile CRM for Field Teams

Empower Field Teams with Mobile CRM Equip your field teams with SimpleWorks’ mobile CRM app, designed specifically for banks and financial institutions. Featuring offline access, real-time updates, and seamless integration with your central CRM, our mobile solution enables relationship managers and field agents to manage customer interactions efficiently, from anywhere. Enhance client engagement, streamline operations, and maximize field productivity, even in low-bandwidth environments.

Hear from Our Banking and Financial Services Clients

Testimonials from BFSI Clients

Senior Executive B
Karnataka Bank

"We have successfully gone live according to milestones and the project plan. The project was launched with the objective of streamlining customer management, support, service management, lead management at the contact center, and marketing processes. We are pleased that the project has been well supported by the SimpleCRM team."

Vindhya Wijegunawardane
Head of Customer Experience - HNB

“We assessed SimpleWork’s speed of delivery, commitment, and advanced tech capabilities & have found them a best fit for us in terms of the comprehensive nature of the SimpleCRM product line they offer, local reference-able customers and a highly experienced & responsive team.”

K V S Mani
Senior Manager - Contact Center - Commercial Bank

“The projects for Service Automation, Customer360, Branch Support Portal, and Chatbot went live with the necessary support in a satisfactory manner from the SimpleCRM Support Team.”

Beatrice Starling
Senior Manager - Contact Center - Commercial Bank

“The projects for Service Automation, Customer360, Branch Support Portal, and Chatbot went live with the necessary support in a satisfactory manner from the SimpleCRM Support Team.”

Chief Digital Officer
Chief Digital Officer, Bajaj Capital

"Since adopting SimpleWorks, our customer onboarding time has reduced dramatically. Their KYC automation and digital onboarding capabilities align perfectly with our regulatory requirements, making compliance seamless."

Empowering Banking and Financial Services with AI-Driven CRM Solutions

Unlocking Potential Across Industries