CRM and Client Onboarding
by ERI · CRM and customer experience · Geneva, Switzerland
Client-centric experience platform for customer journey management and digitised banking activities.
What CRM and Client Onboarding does
- client relationship management
- digital client onboarding
- customer journey management
- digitised daily activities
- streamlined workflows
What CRM and Client Onboarding is used for
- build client-centric experience
- digitise banking activities
- manage customer lifecycle
Who CRM and Client Onboarding is for
- Banks
- Financial institutions
About ERI
OLYMPIC Banking System digital platform for core banking, wealth management, payments and fund administration.
ERI in the vendor registry: its products, features and similar vendors.
Also by ERI
- OLYMPIC Banking System: An integrated, configurable core banking platform supporting banks and financial institutions across their client lifecycle.
- Core Banking: Functionally rich client-centric core system with integrated front, middle and back-office functions.
- Portfolio Management: Real-time portfolio valuation and performance management with investment strategy support.
- Fund Administration: Asset safekeeping and streamlined responsive asset servicing for fund administrators.
- Digital Banking: E-banking and mobile banking solutions for customer self-service and transaction management.
- Central Bank Solutions: Specialized platform for central banks supporting monetary policy, payments, reserves management and fiduciary currency.
More in this category: CRM and customer experience software for financial services.
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Built by Vederca from public sources, last updated 2026-10-18.