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CUSTOM BANKING CRM SOFTWARE DEVELOPMENT SERVICES

Banking CRM software development can help you improve your lead capture, increase your client engagement, retention opportunities and engage your customers with personalized deals.

Our clients

Toshiba Nivea Vestel Slooh siTime Bos Dimex Rhenus Logistics Risk and Life Shelf Synergy APA Insurance UCSanDiego

OUR CRM SOFTWARE DEVELOPMENT SERVICES

We understand the unique challenges and opportunities facing the industry. Our comprehensive banking CRM solutions are tailored to help you enhance customer relationships, streamline operations, and drive growth.

Custom Banking CRM Development

Custom Banking CRM Development

Our experienced team crafts bespoke banking CRM systems that align precisely with your institution’s specific workflows, compliance requirements, and customer engagement strategies.

Mobile Banking CRM Solutions

Mobile Banking CRM Solutions

We offer to enable your workforce with secure, real-time access to customer data on any device, improving responsiveness and ensuring consistent service delivery.

CRM Integration & Migration

CRM Integration & Migration

We ensure smooth transitions between CRM platforms (e.g., HubSpot, Salesforce, Zoho CRM) and integrate your CRM with core banking systems for a unified view of your customers.

CRM Platform Customization & AI Enhancement

CRM Platform Customization & AI Enhancement

We go beyond standard features to create a CRM that truly reflects your brand. Leverage the power of artificial intelligence for data-driven insights, smart recommendations, and automated customer interactions.

Data-Driven CRM Consulting

Data-Driven CRM Consulting

Our CRM banking consultants dive deep into your data to uncover actionable insights, optimize your sales and marketing strategies, and drive continuous improvement in your customer relationships.

POWERFUL FEATURES FOR CUSTOM BANKING CRM SYSTEM

Our CRM solutions for banks are packed with features designed to optimize customer interactions, streamline operations, and fuel growth. Banking CRM features we offer:

Customer onboarding & profile management

Customer onboarding & profile management

Lead & opportunity management

Lead & opportunity management

Interaction history

Interaction history

Marketing automation

Marketing automation

Customer support ticketing

Customer support ticketing

Appointment scheduling

Appointment scheduling

Fraud detection & prevention

Fraud detection & prevention

Loyalty & rewards programs

Loyalty & rewards programs

AI and ML integration

AI and ML integration

360-degree customer view

360-degree customer view

WHY PARTNER WITH INOXOFT FOR YOUR BANK CRM SOFTWARE?

We’re not just another banking CRM development company. We’re your strategic partner in transforming customer relationships and propelling your business forward. Here’s what sets us apart:
Banking Industry Expertise
Our team possesses deep knowledge of the banking landscape, including regulatory compliance, security protocols, and the unique challenges faced by banking CRM solutions. We  adhere to stringent industry regulations like GDPR, PCI DSS, and other relevant financial compliance standards.
Partnership Approach
We value collaboration and transparency, working closely with you at every stage of the CRM development process. We provide ongoing support, maintenance, and training to ensure the best CRM for banks and deliver value over the long term.
Proven Track Record
Inoxoft has a history of successfully delivering robust, secure, and compliant CRM for corporate banking and financial institutions, earning their trust and exceeding expectations. We use the latest advancements in AI, ML, and data analytics to empower your solution with predictive capabilities, personalized customer journeys, and robust fraud detection mechanisms.

Unlock the potential of every interaction

SUCCESS CASES

Digital Solution for Primary Capital Markets

An industry-first digital solution for end-to-end management of deal execution that digitalizes deal management, addressing the principal market pain points

Trading Automatization Platform

Currency trading is a narrow spectrum industry that encompasses mechanisms of capital gain due to price movements in currencies. Rapid
Location:
UK
Industries:
Services:
Technologies:
Python (Django) , Celery , EC2 instance (linux based) , EC2 instance (windows based) , ElastiCache (Redis) , FIX 4.4 , Messagebird , Multiprocessing , Pandas , Postgresql 10.5 , Quickfix , RabbitMQ , RDS (PostgreSQL) , Redis 3.0.6 , Socket
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OUR CUSTOM BANKING CRM SOFTWARE DEVELOPMENT PROCESS

We follow a collaborative and transparent approach to providing our banking CRM development services, ensuring your solution is aligned with your specific needs and goals. Our step-by-step process:

Estimation & Planning
Agile Development
UX/UI Design
Quality Assurance Testing
Delivery & Deployment
Maintenance & Support
During the discovery phase, we deep dive into gaining comprehensive insights of your business needs, uncovering opportunities, and defining clear goals for the project. In-depth consultations, market research, and stakeholder interviews help us identify pain points, and lay the foundation for our banking CRM system development.
Inoxoft provides banking software development with different architectural patterns defined by our experts. With iterative and incremental progress followed by continuous feedback and course correction throughout the development process, we will present to you a product that truly meets the evolving needs of the target audience. 
In our UX/UI design process, we investigate your customers’ needs, and map out intuitive user journeys. Our goal is to create sleek UI designs for bank CRM systems that promote swift and effortless adoption, and is easy for users of all age groups, regardless of their level of tech proficiency.
We provide rigorous quality assurance testing to guarantee flawless functionality of the CRM system in banking. Our team of QA engineers evaluate every aspect of the developed product, performing comprehensive tests to identify and resolve any potential issues or bugs. 
Our CRM software development company is well-versed in web and mobile deployment guidelines and requirements. We comply with the highest standards of delivering final products that exceed all expectations and will configure your solution on a secure and reliable hosting platform. 
As your reliable partner, we will ensure ongoing maintenance and support for the product’s continued success. Our dedicated team of banking CRM software consultants provides timely assistance, support, troubleshooting, and user training, maximizing the longevity and value of the product.
Services
Tech stack
Software Development Services
We offer a wide range of development services to meet the unique needs of our clients. Our dedicated development team delivers high-quality software solutions that exceed your expectations. We're passionate about helping businesses succeed and believe that the right software can make a world of difference.
Web development
Web development

Ensure the increased potential of business ideas and enable its competitive abilities on the market with our custom web solutions.

Mobile Application Development
Mobile Application Development

Elevate your brand's presence on the market with our experience in mobile app development services.

Discovery phase
Discovery phase

Implement your business idea and create the best solutions ever to satisfy your target users’ needs consulting with our experts.

UI/UX design
UI/UX design

Give your business a chance to differentiate and earn the attention of investors with the power of our eye-catching designs.

Quality Assurance
Quality Assurance

Embody your vision of QA business goals by starting with discussion and improvements of an idea with our team.

IT security
IT security

Identify risks, limit damage, and avoid financial losses with a full range of cybersecurity services and solutions.

Data Science
Data Science and Big Data Analytics

Extract valuable insights from data and apply effective solutions with our data science analytics services.

Artificial Intelligence
Artificial Intelligence and Machine Learning

Build the world’s finest software solutions and thrive in an increasingly competitive landscape with our AI/ML development services.

The Technology Platforms We Use
We build robust solutions aligned with your client's business goals, using any tech stack you need. Our tech-agnostic experts speak every language (Python, React, and more!) and embrace cutting-edge tech to keep you ahead. From ideation to launch, we handle it all, saving you time and hassle.
Flutter App Development
Flutter App Development Services

There are many opportunities that new technologies are giving to us.

Python and Django development
Python & Django development services

Inoxoft is a python web and mobile development company. We offer high-quality web solutions in this programming language.

.net development
.net development services

Inoxoft projects are mostly based on .NET and having realized 80 software solutions.

Node.js development
Node.js development services

Javascript has efficient frameworks and you can certainly take advantage of one of them, namely Node.js.

React.JS development
React.JS development services

Rich user interfaces are the ones created with ReactJS development services.

React Native development
React Native development services

Though being a relatively new technology, React Native has earned a positive reputation.

iOS app development
iOS app development services

iOS mobile app development services significantly helps businesses thrive.

Android application development
Android application development services

Our app development company helps clients worldwide to start mobile development for their business.

Frequently Asked Questions

Can you integrate the CRM with our existing banking systems?

Yes, absolutely. Seamless integration is a core focus of our custom banking CRM software development process. We understand that your financial institution likely relies on a variety of core systems, such as:

  • Core banking platforms
  • Loan origination systems
  • Other legacy applications

Our team has extensive experience in integrating CRM solutions with diverse banking infrastructures, ensuring that your new CRM works harmoniously with your existing tools. This integration enables:

  • A seamless flow of data between systems
  • Elimination of redundancies

What is the typical timeline for developing a banking CRM?

The timeline for developing a custom banking CRM can vary depending on the complexity of your requirements, the number of integrations involved, and the extent of customization needed.
We typically follow an agile development approach, breaking down the project into manageable phases and delivering working features incrementally. This allows us to provide you with a functional CRM solution faster, while also allowing for flexibility and adjustments along the way.
On average, a basic custom CRM project can take a few months, while more complex implementations may require a longer timeline. We'll work closely with you to establish a realistic timeline and ensure timely delivery.

How do you handle data migration from our existing systems?

Data migration is a critical aspect of any CRM implementation. Our team has a proven process for migrating your valuable customer data from legacy systems or other CRMs into your new banking CRM. We prioritize data integrity, accuracy, and security throughout the migration process. Our experts will:

  • Assess your existing data sources
  • Map data fields
  • Develop a customized migration plan
  • Conduct thorough testing and validation

Do you provide training and support for the CRM system?

Yes, we offer comprehensive training and ongoing support for your banking CRM system. Our training programs are designed to equip your staff with the knowledge and skills needed to effectively utilize the CRM's features and functionality. Inoxoft’s team is available to address any questions, troubleshoot issues, and provide technical assistance, ensuring your CRM continues to operate smoothly and efficiently.

What is the cost of developing a banking CRM system?

The cost depends on factors like project scope, feature complexity, customization level, and integration needs. At Inoxoft, we understand that budget is a crucial consideration, and we're committed to providing transparent and competitive pricing. We'll discuss your requirements to develop a detailed proposal outlining the costs. Our goal is to deliver high-quality solutions with a strong ROI.
We also offer free consultations to estimate your project — contact our team to get all details.

Do you offer cloud-based banking CRMs?

Yes, we offer cloud-based banking CRM solutions in addition to on-premise deployments. The solutions are hosted on secure servers, ensuring the protection of your sensitive customer data. We can help you choose the deployment option that best aligns with your institution's infrastructure, security policies, and budget. We'll work closely with you to assess your needs and recommend the optimal solution for your specific requirements.

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    Oleksii Kamynin
    Oleksii Kamynin
    Business Development Executive
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