Kapture CRM for Banking

Designed to serve specific banking & financial workflows.

Guarenteeing safe & secure data storage with flexible access management features.

Trusted by Leading Finance Companies

A high-velocity banking CRM that serves your financial requirements.

Automate Payment Collection Processes

Kapture’s unified platform helps you efficiently manage individual payment cycles, different aspects of customer interactions, as well as collections-based performance tracking.

Customer 360

Get a 360-degree view of customer data, including accounts, service inquiries and marketing segmentation.
A well-designed system will provide an instantaneous, at-a-glance view of a customer.

Track Agent and Branch Performances

Get detailed analytics on both agent as well as branch performances. Track the number of task, enquires managed in a day, week, month, or year.

Apply incentives to motivate agents & branches to improve morale and performance.

Self Service Portals

Give customers more opportunities to access knowledge base articles, submit questions or issues online or interact with an agent or chatbot.

With a self-service portal, customers can access self-help resources, view data stored in the CRM

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Features That You Will Appreciate



Knowledge Management

Kapture KMS lets users build online help centres, online communities, FAQs, and customer portals.



Customer 360

Aggregate data from various customer touchpoints. Get a 360° view of customers: history, transactions, payments, etc.



Automations

Automate your repetitive, time-consuming processes like ticket assignment, queue management & escallations



Analytics & Reports

500+ report types ranging from ticket reports and real-time reports to SLA reports and daily user activity reports.

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1000+ Integrations

Integrate with almost any 3rd party platforms which your business relies on a day to day basis for smooth functioning.



Single Sign On

Process refunds, check delivery status, modify order all from Kapture. Agents don’t have to toggle screens to resolve tickets now.



Automated Feedbacks

Customer receives email
& SMS to rate the service before closing a ticket. Track metrics like CSAT & NPS with Kapture



Self Service

Enable customers to find answers to their questions & perform simple tasks without interacting with an agent.

See Why Our Customers Love Us

“With Kapture, we were able to categorise different queries, assign tasks to the designated experts, streamline requests coming in from varied sources and track conversation history. Everything conveniently and easily!”

Susmita Larka, Senior Product Manager

“Prioritising, managing and resolving tickets on a unified platform helped our team increase the first call resolution (FCR) and reduced our average turn-around-time (TAT) to 20 minutes from more than an hour!”

Abhishek Yadav, Senior Manager – Operations

“With Kapture Chat, our agents were able to handle multiple requests at the same time and were still able to provide a personalised customer support experience to all.”

Milind Narkar, Head – Customer Service

Highly Rated Ticket Management Platform

Highly Compliant & Secure Platform

It’s Better, It’s Easy

Want to know more?