Increase the productivity of your bank or financial institution as a whole and of each individual banker. Offer unparalleled care to your customers.
And work with your data more accurately and efficiently than ever before.
Modern technology is causing banks and financial institutions to move more into the digital world. As brick-and-mortar branches close, this puts more pressure on digital products to manage your banking business.
The system will instantly notify you of the latest enquiries, contacts left behind, upcoming contract expirations and other important events. Don't let potential leads go cold and react immediately to any change in the situation.
By relying on one central database, you can ensure that your staff can quickly find all the relevant information about any client they are dealing with without wasting your client's time.
A personalised approach will ensure that your clients feel treated and also ensure that none of your emails are dumped straight into the spam folder. AutomaticERP allows you to segment your contacts by stage of the marketing funnel and helps you identify the best opportunities.
Organize your appointments, phone calls and other tasks and always be notified of upcoming deadlines with a system that remembers everything for you.
Measuring employee activity and productivity, evaluating the success and failure of individual activities, analyzing data - all this will be a breeze with AutomaticERP.
The system can compile and automatically generate data about your customers, transactions, bankers' work and much more into clear reports according to your specifications.
AutomaticERP is a modular system with dozens of features applicable across a wide variety of industries. Take a look at the main features offered by the system and learn about each of them in more detail.
Let’s discuss a ERP solution that is tailored to your banking needs. Book a no-obligation consultation with us now by clicking the button below!
Clients can choose between a one-time purchase of the entire system and its implementation on their own servers.
In addition, we offer a cloud hosting option for a monthly fee. You do not have to deal with technical details, installation and server operation – all system functions are immediately and permanently available to you.
Start AutoERP – contains a complete ERP system
The price is calculated from the amount of data in the system and consists of a one-time fee for implementing and customizing the system. Then from the regular monthly fee for administration, cloud, updates, security and backup of the entire system and all its modules.
We do not require any additional license or user fees during use.
The price for NoCode AutoERP is always decided individually.
The price consists of a one-time fee for the implementation and customization of the system. Then from the regular monthly fee for administration, cloud, updates, security and backup of the entire system and all its modules.
We do not require any additional license or user fees during use.
To make sure that our ERP really “fits” you before you buy it, try it out first for a limited time, get to know its features and see how everything works in practice!
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