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Add custom fields (use case)

May 16, 2025 — 1 min read
Add custom fields (use case) Add custom fields (use case)
Related topics
  • CRM for Banks
  • Use Case Demos
Written by

Björn Hólmþórsson

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In this short demo, we show you how to add custom fields in CRM for Banks to meet evolving regulatory changes and stay on top of KYC, GDPR, and ongoing marketing campaigns. 

See how CRM for Banks gives you the flexibility to tailor client profiles by adding new data fields, adjusting visibility rules, and later connect them to workflows.