Transform how you sell banking products
Banking CRM to complement your core customer record system. Acquire, engage, onboard customers & cross-sell in one platform
Entirely configurable workflows
Customize all your new customer acquisition, engagement, and sales operations workflows.
Super-fast Implementation
While configuring other enterprise banking software can take months, wpscrm gets you started in days
Multi-channel engagement
Drive more prospects to conversion with multi-channel engagement – email, text, WhatsApp, call center, and more
Completely Secure
The security & privacy of your prospects & customers is ensured with strict measures. Read more
Easy connection with core
We are here to enhance your existing processes, not replace them – connects with traditional banking
Mobile CRM built for sales
Plan your agents’ day completely, allow them to identify prospects near them, and track everything they do on the field
Which banking processes fit perfectly in Wpscrm ?
Use WPSCRM for new customer acquisition, onboarding, collections, cross-selling and more
Retail Banking
- Customer Acquisition
- Prospect Communication
- Verification – KYC
- Upsell/Cross-sell Engine
- Connected Systems & Teams
Debt Recovery
- Borrower Management
- Borrower Categorization
- Recovery Prediction
- Guided Team Actions
- Advanced Analytics
Corporate Banking
- Account Management
- Data Enrichment
- Customer Portfolio
- Relationship Management
- Field Sales Planning
30% faster loan disbursals than before
WPS CRM helps us manage our lending partnerships with banks & NBFCs, and our internal processes across the lending lifecycle (sales, credit, verification & operations) to disburse loans 30% faster than before. Our DSAs are 55% more efficient than before, and all their work is trackable.
Banking Sales Execution Platform
Accelerate your Digital Sales + Make your Agents and Relationship Managers more Productive