Kapture CRM for Banking
Designed to serve specific banking & financial workflows.
Guarenteeing safe & secure data storage with flexible access management features.
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Trusted by Leading Finance Companies
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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.
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
Highly Rated Ticket Management Platform
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Highly Compliant & Secure Platform
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It’s Better, It’s Easy
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