BEST-IN-CLASS Capabilities
KEY FEATURES
Technology to execute your sales strategies
01
Rapidly adapt application functionality and explore a growing ecosystem of Dynamics 365 integrated apps.
02
Integrate sales and service processes quickly with any API using the sophisticated Enteract banking integration framework.
03
Streamline customer enrollment and new account open processes with product-specific business rules and fast path workflows.
04
Align strategy to common workflows, tools and data across the organization.
Enteract can help you win new customers and expand share of wallet by enabling and strengthening relationships. Put customers at the center of your digital transformation strategy with a solution designed for you.
Enteract offers comprehensive customer relationship management (CRM) features, tuned to the unique needs of commercial banking and retail banking, delivered by Fiserv in the Microsoft cloud.
With Enteract, you'll get a clear line of sight to customer data, and that's just the beginning. By rapidly integrating with back-end systems, loan origination and digital channels, Enteract goes far beyond traditional banking CRM solutions. Enteract orchestrates marketing, sales, fulfilment and servicing by connecting the field, branches, contact center and back office. Sales processes lead seamlessly into new customer onboarding, account setup and ongoing servicing – all within a single application.
Let us walk you through a guided tour of the most valuable parts of Enteract and see how you can start accelerating sales for your financial instituition while improving the experiences for your accountholders: