Search Developers Book a demo

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

Connect on LinkedIn
Listen to article | 0:00

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.