You can also overlay internal data such as risk scores and manage as many target lists as you like

[Jahangir655]

Indeed, Monday CRM allows banks and financial organizations of all sizes to create custom sales pipelines, edit deal stages, add and edit as many columns as needed in their dashboards, and manage multiple pipelines simultaneously. For example, you can edit your dashboard columns to reflect customer details, costs and risks, fee disclosures, proposed strategies, and more. You can also overlay internal data such as risk scores and manage as many target lists as you like.

Edit your dashboard to reflect your customer details, costs and risks, fee disclosure, or proposed strategies with Monday CRM
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Best Monday CRM Features for Banking
Here are some of the features of Monday CRM that you will love:

Our modern, cloud-based CRM is highly flexible and accessible on all rcs data asia devices, mobile and otherwise. This makes it easy for even a small bank branch with employees spread across multiple locations to adopt.

Create custom, no-code automations in seconds to perform many manual tasks. For example, you can automate sending notifications or reminders. But, you can also easily automate customer onboarding and follow-up .
Easy integration with all your existing systems such as Zapier, Zoom, Gmail , etc.

Track customer interactions across multiple platforms and channels, including calls, emails, your messaging app, or your banking app.
Lead scoring to better understand your potential customers and the products they like, the type of account they have and the services they are eligible for and create a foolproof customer acquisition strategy .