Product Profile

bpm'online financial service

First Release Date:
Current Version: 7.8


Product/Service Description

Bpm’online is a global provider of award-winning CRM software that streamlines customer-facing processes and improves operational efficiency. Bpm'online financial services is a powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance customer experience. The users of bpm’online financial services highly value its process-driven CRM functionality, out-of-the box best practice processes and agility to change processes on the fly. Bpm’online financial services offers products that are seamlessly integrated on one platform connecting the dots between banks’ business areas: retail banking and front-office, corporate banking, marketing.

Customer Overview

Total Number of customers 6500 total, 90 in financial services industry
Customer Size Large Enterprise , Medium , SMB
Customer Type Central Banks , Commercial Banks , Corporates , CSD/CCP Officials , Custodians , Financial Consultants and Auditors , Fund Managers , Institutional Investors , Investment Banks , IT Integrators , Securities Lending & Financing Organizations
Target Market Global
Specific georgaphical coverage undisclosed
Bpm'online has a per-seat pricing model for every deployment model. With cloud deployment an organization is provided with a subscription to bpm'online SaaS product which includes software license, technical support and updates to the new versions.


  • 360° customer view
  • Customer segmentation
  • Opportunity management
  • Product management; product-segment matrix
  • Customer weight ranking
  • Account management
  • Customer lifecycle management
  • Omnichannel communications
  • Product catalog with the possibility to configure product and pricing parameters
  • Consulting and transaction contact-center with the workplaces for bank tellers, agents, supervisors
  • Case management
  • Knowledge management
  • Contracts and documents
  • Loan origination processes: unsecured loans, mortgage, auto loans, and others
  • Lending application processing, managing loan applications from agents or partners
  • Fraud prevention
  • Verification and underwriting
  • Loan maintenance
  • Monitoring pledged assets
  • Managing loan paperwork


  • Align marketing, sales and service on a single CRM platform for banks' business processes
  • Gain the agility to change processes in the CRM faster than ever

Platform & Workflow

Server OS Linux (Red Hat, Mandrake, Debian, SuSe, etc.) , Mac OSX Server (Apple) , UNIX NetWare (Novell) , Windown Server 2008 and 2012; Linux , Windows 10 (Microsoft) , Windows 2000 Server/Advanced Server/Datacentre (Microsoft) , Windows Azure (Microsoft) , Windows Server 2003 R2 Standard/Enterprise/Datacentre/Web Server/Small Business (Microsoft) , Windows Server 2008 (Microsoft) , Windows Vista (Microsoft) , Windows XP (Microsoft)
Workstation OS Windows , Unix , Linux , Mac
Programming Language and API Bpm'online is developed using Microsoft .Net framework, C# and Java Script. AJAX and HTML5 help create an intuitive user interface and rich internet applications (RIA).
SetUp and Installation Options Cloud and on-premises
Deployment Period Cloud deployment - about 24 hours; customized implementation from 3-9 months (depending on business processes and professional services)
Reporting Capabilities Bpm’online has all the necessary tools to analyze performance, measure KPIs and forecast data: interactive dashboards. Bpm’online offers real-time customizable role-based dashboards with the following capabilities: long-term analysis of business perform
Security Options Security is distributed between application and database levels. At the application level administrator assigns access rights to users and user roles.
The product/service compliant with the following regulatory standards HIPAA compliance for cloud deployment
Bpm’online enables companies to align their marketing, sales & service on one platform with interconnected processes, unified UI & a single sign-on. The core of bpm’online platform is the BPM engine, which allows for managing full process cycle: modeling, execution and monitoring. Robust process management capabilities are consistent and integrated across the suite of products.

Connectivity, Hosting and Intergration

Hosting Option Hosted by third party , Inhouse
Hosting provider Amazon
Devices Supported Android , iPhone-iPad , Linux , Mac , Mobile Web App , Web-based
Compatibility with Database Management System (DBMS) Microsoft SQL Server 2008 R2 Standard Microsoft SQL Server 2012 Standard Microsoft SQL Server 2014 Standard Oracle 11 and up
Third party integration Bpm'online provides open protocols / standards for APIs usage. The system can be integrated with virtually any third-party application using either SOAP or RESTfull web-services, the OData protocol based around REST.

Support Services

Support Option Online Support , Phone Support , Video Tutorials , Knowledge Base
Being totally focused on product development and update, bpm'online’s strategy is to provide implementation and consulting services only to a very limited number of strategic accounts. All other customers receive professional services from certified Consulting & Implementation partners. Customer success management (CSM) is a service that helps bpm’online deliver excellent customer experiences to its users. Leading methodology is based on best practices & measured against well-defined KPIs.


Support Location 1
Country USA
Address 280 Summer St., 6th Floor, Boston, MA 02210
Phone +1 617 765 7997
Support Location 2
Country UK
Address The Old Post House, 91 Heath Road,Weybridge, Surrey
Phone +44 20 3384 0040


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