Community Banks

Connect to your core and other partners to unlock data sharing and optimize CX.

Right-sized CRM and case management

• Lightweight CRM, ideal for community banks.
• One place to see customer interactions with different channels, teams and even your core.
• Real-time updates replace delayed batch feeds.
• Optional case and customer summarizations give context into customer history.

Outcomes:
Full view of a customer's profile and activity helps your bank better service customers quickly.

See interactions between customers and your core

• Check on customer cases in queue with your core provider (or others) in real time.
• In-platform partner chat for easier collaboration; no phone waits and email threads.
• Greater context into activity in any customer journey, even steps outside the bank.
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Outcome: Get customers the answers they want faster, with less manual effort by your team.

Omnichannel communication, one thread

• Chat capability provides customer and teams another convenient option.
• Multiple SMS, emails and chat conversations displayed together in a single thread.
• Quick look into ongoing communication between internal departments and your core provider.
• Optional GenAI chatbot trained on your resources to handle routine inquiries and free up support teams.

Outcome: Reduce wasted time searching for information between platforms. Lower operating costs.

Service governance and relationship banking

• Ensure vendor partners align with your brand.
• Identify potential servicing concerns and mitigate risks early on.
• Use reporting data to identify changes needed.
• Uncover product gaps/cross-sale opportunities from aggregated customer activity.

Outcome: Know about service or communication gaps before they turn into compliance problems or customer attrition.