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Basic concepts (use case)

July 7, 2025 — 1 min read
Basic concepts (use case) Basic concepts (use case)
Related topics
  • CRM for Banks
  • Use Case Demos
Written by

Björn Hólmþórsson

Bjorn Holmthorsson is the Managing Director of Akkuro Core Banking. He has extensive experience in financial services technology. Bjorn leads a strong team specialized in core banking, banking process orchestration, and composable architectures. Throughout his career, he has been closely involved in designing and delivering scalable banking platforms that help financial institutions adapt to changing market demands. At Akkuro, he helps banking teams simplify complex system landscapes, gain stronger operational control, and unlock the freedom to keep innovating. He thrives on connecting business and technology, helping banks become more agile, future-ready, and bold in their digital transformation journey. Connect on LinkedIn
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In this short demo, we walk you through the basic concepts of CRM for Banks, built to give banking professionals a clear and flexible view of every client relationship.

See how CRM for Banks organizes data across four levels: accounts, portfolios, persons or corporates, and groups. This structure helps manage everything from financial products to access rights and complex client relationships.