Product Profile

bpm'online financial service

bpm'online

First Release Date: 08.11.2016

Current Version: 7.8

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Language Support:

United KingdomFranceGermanyItalySpainRussiaPortugalUnited Arab EmiratesRomaniaPolandTurkey

Technology Category: Data Messaging Data Management Trading Systems Derivatives/OTC Derivatives Cloud Software as a Service Banking Islamic Finance Retail Banking Corporate Banking Alternative Finance P2P Lending Microfinance Transaction Banking Investment Management

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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

Pricing Model 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.

Demo & Case Study Urls https://www.bpmonline.com/financial-services?activ...

Features

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

Benefits

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

Additional comments 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

Additional comments 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.