BEST-IN-CLASS Capabilities

EnteractSM


Get the Customer Relationship Management (CRM) tools and insights you need to accelerate growth and deliver compelling customer experiences. With EnteractSM from Fiserv, you can harness the power of Microsoft’s Dynamics 365 to put your people and your customers at the heart of your digital transformation strategy.

KEY FEATURES

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    Equip frontline staff with in-depth customer information including unified customer profiles, visual indicators, views of household and relationship groups, and recommended next best actions.

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    Empower sales teams with insights and tools to prioritize customer outreach, manage leads and opportunity pipeline, track referrals and performance against goals.

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    Streamlined workflow for complex customer service processes, with real-time Core integration, document generation, e-signatures, approval routing, and SLA escalation.

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    Simplify the end-to-end account opening process with integrated applicant screening, product configuration, compliance enforcement, document management and e-signing.

Technology to enable growth


01

Enhance customer interactions with a unified sales and service application that simplifies employee experience.


02

Improve visibility into key metrics and enable collaboration across the organization to accelerate sales.


03

Streamline and automate sales and service workflows to drive efficiency. 


04

Adapt system capabilities through configuration, not coding, to meet evolving business needs.

Put customers at the heart of your financial institution's digital transformation

Learn more from client stories

 

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Northwest Bank

Enteract enables financial institutions to grow market share and deepen customer relationships.

The sales and service efficiencies will enhance the overall customer experience across retail and commercial banking. Importantly, Enteract complements numerous other Fiserv and Microsoft technologies we use, and the platform provides Northwest flexibility to adapt as we continue growing.

Scott Watson

CIO

Northwest Bank

Discover insights related to Enteract

White paper
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Six critical steps for CRM success

As financial institutions grow their markets, demand for CRM platforms that do more has also grown. Explore how CRM has evolved into robust solutions to help you acquire and keep accountholders.
BROCHURE
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Drive efficient, positive customer experiences

Discover how Enteract can provide the comprehensive CRM features of Microsoft Dynamics 365, tuned to the unique needs of commercial and retail banking.