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User interface (use case)

July 15, 2025 — 1 min read
User interface (use case) User interface (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 user interface of CRM for Banks, designed to give banking professionals a clear and intuitive way to access and manage client data.


Summary

See how CRM for Banks helps teams work efficiently with a user-friendly interface that brings client data, tasks, and actions together in one clear view.

CRM for Banks streamlines daily work through a user-friendly dashboard that highlights tasks and gives direct access to client records. Information is organized into clear, tabbed sections, making it easy to view and edit relevant data.

You’ll learn how the platform brings messages, documents, meeting notes, and processes together in one place through Journals, and how the built-in process orchestrator lets you automate client journeys to match your workflows. Watch the video to explore how CRM for Banks puts control, clarity, and efficiency at the heart of your daily operations.