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.
Total Number of customers6500 total, 90 in financial services industry
Customer SizeLarge Enterprise, Medium, SMB
Customer TypeCentral Banks, Commercial Banks, Corporates, CSD/CCP Officials, Custodians, Financial Consultants and Auditors, Fund Managers, Institutional Investors, Investment Banks, IT Integrators, Securities Lending & Financing Organizations
Specific geographical coverageundisclosed
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.
Product catalog with the possibility to configure product and pricing parameters
Consulting and transaction contact-center with the workplaces for bank tellers, agents, supervisors
Contracts and documents
Loan origination processes: unsecured loans, mortgage, auto loans, and others
Lending application processing, managing loan applications from agents or partners
Verification and underwriting
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 OSLinux (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 OSWindows, Unix, Linux, Mac
Programming Language and APIBpm'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 OptionsCloud and on-premises
Deployment PeriodCloud deployment - about 24 hours; customized implementation from 3-9 months (depending on business processes and professional services)
Reporting CapabilitiesBpm’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 OptionsSecurity 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 standardsHIPAA 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 Integration
Hosting OptionHosted by third party, Inhouse
Hosting provider Amazon
Devices SupportedAndroid, 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 integrationBpm'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 OptionOnline 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
Address 280 Summer St., 6th Floor, Boston, MA 02210