Commercial Banking


CRM for Commercial Banking

To compete with today’s global banks and regional credit unions, you have to work harder to ensure that your clients feel valued. But how can you deliver enhanced service without driving up service costs? CRM for Commercial Banking provides the foundation and tools you need to implement processes that maximize opportunities and create client experiences that differentiate you from the competitors.

CRM for Commercial Banking is an industry-specific solution that enables you to develop deep insight into your clients’ needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team.

Our CRM solution mirrors the business processes and data models commonly used by commercial banks like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems.

CRM Benefits for Commercial Banking

With an industry-tailored system, you are well positioned to delight clients with the personalized service that makes banking with you a natural choice. See what CRM for Commercial Banking can bring to your business:

Manage opportunities for optimum productivity

Centralize and streamline business opportunity management to deliver superior results and increase productivity. Opportunities for internal commercial banking affiliates, such as cash management, can be easily identified to increase referrals. Opportunities, activities, and next steps can be assigned to individuals or groups.

Coordinate the specialized activities of multi-functional teams

Coordinate and apply resources where they will be most effective by creating detailed action plans and assigning steps to individual team members. Improve collaboration, achieve efficiencies, pool information and insight, and ensure everyone is on the same page with a central location for sharing account activity and information.

Develop and retain corporate knowledge

Build a centralized, shared-client intelligence repository that can be leveraged across the firm and endure in the event of employee departure, protecting your investment in building important client relationships and ensuring service continuity.

Efficiently manage multi-step processes

Eliminate repetitive daily tasks with built-in workflows that increase efficiency. Data-driven workflows can coordinate and accelerate the numerous steps and stakeholders involved in critical processes such as account setup.

Increase client retention

Deliver more proactive and personalized services, informed by a deep understanding of client preferences and needs. Increase client satisfaction and retention.

Key Features

Tokara’s CRM consulting team is backed by their long track record of success in this industry, ensuring your solution delivers the power and flexibility you need to maintain competitive advantage in Commercial Banking. But more than that, we allow you to offer your clients the range of services they need without driving up service costs:

Company & contact profiles
Relationship, influence, & service tracking
Activity management & planning
Productivity & cross-selling tools
Workflow management & power searches
Lead & territory management
Product & research management
Privacy compliance & disclosure
Literature & materials fulfillment
Broker gifts & value tracking
Handheld CRM

There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle Davidson, MIS Director, Kantar Retail

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. Pierce, Principal Financial Group

I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions.

Sandra Luckins, Harley-Davidson Financial Services