CX360 - Specialized banking CRM Software

Yes, CX360 is a CRM that integrates with your core banking system, either through web services (real-time integration) or via .CSV files (1-day delay in receiving data from the core). Other integration points are optional, depending on which other systems the bank uses. Most common integration is with contact center software.

Integration with the core banking system is the most common way of implementing our CRM in your existing IT infrastructure. However, in some banks we integrated CX360 with the data warehouse.

No, CX360 is a modular solution. We charge implementation and license fees per module. The only pre-requirement is established integration between CX360 and your core banking system or data warehouse (360 View). For example, if your bank wants to implement only the Sales Opportunities module for your Sales department, you will only need to cover the costs of integration with the core (360 View) and the implementation of the Sales opportunities module.

Absolutely! CX360 modules adapt to your department’s business practices. Your Collection department may only use calls for contacting clients and wants to have employees reminded every 14 days to follow up with the client whereas another bank may use calls and messages and wants reminders every 30 days.

CX360 can be deployed as a cloud or on-premise solution. In both cases, the solution is highly customizable and open to integration points with other systems your bank uses.

Yes! We can integrate with your mail server and other communication systems in order to make the process of reaching clients easier. Every interaction is stored and can be accessed via the Communication History tab under the 360 Client View.

Implementation time varies and depends on the number of bank employees that will have access to the CRM features, which modules are to be implemented and what are the necessary integration points.

Once you decide to implement CX360, our team needs to sit down with your IT department, as well as with a representative of the department which will be using the CX360 module we are discussing. The workshop is organized in order to write down all the workflows the department needs, including the necessary integration points. After the workshop our team will send in the offer along with proposed implementation times.

CX360 has been implemented in the following banks to date: Naša AIK Banka, Erste Montenegro, NLB Podgorica, CKB member of OTP group, Hipotekarna bank, Lovćen bank, Prva banka.

Please fill out the form on this link and we will get back to you with proposed times for the demo call. During the demo call we would like to get to know you and your goals in order to showcase the most relevant features of the CRM. The approximate call duration is 45 minutes.