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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

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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.

Summary
See how CRM for Banks dashboards help banking teams stay focused and in control by visualizing client activity, tasks, and workflows in one tailored view.

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.

You’ll learn how the platform links documents, notes, and emails through Journals, and how visual connections between entities improve visibility and reduce duplication. Role-based access ensures the right users see the right information. Watch the video to understand how CRM for Banks helps your team stay organized and in control.