Structa CRMCustomer Relationship Management
Every customer relationship, in one view.
A CRM for financial institutions: single customer view, sales pipelines, service requests, campaigns and relationship management.
Why institutions choose Structa CRM
Structa CRM connects customer data from the core, channels and service desks into one view. Relationship managers track opportunities, service teams resolve requests against service levels, and marketing runs targeted campaigns, all from the same customer record.
Single customer view
Accounts, products, interactions and requests together.
Grow relationships
Pipelines and cross-sell opportunities for relationship teams.
Better service
Requests and complaints tracked against service levels.
Targeted engagement
Segmented campaigns by SMS and email.
Inside Structa CRM
Core functionality, configured to your products, policies and controls.
- 01
Customer 360
Unified profile from core and channel data.
- 02
Sales pipeline
Leads, opportunities and relationship manager targets.
- 03
Service desk
Requests, complaints and service-level tracking.
- 04
Campaigns
Segmented SMS and email campaigns.
- 05
Activity tracking
Calls, visits, meetings and notes.
- 06
Performance dashboards
Sales and service performance reporting.
Get the Structa CRM product sheet
A concise brief for your technology, operations and procurement teams, sent straight to your inbox.
- Features and functional overview
- Architecture, security and integrations
- Implementation approach and timelines
Structa CRM questions
More in this suite
Structa Insight
Reporting, Analytics and BI
One trusted view of performance, risk and growth.
Structa ID
KYC and Identity Verification
Know every customer, verify every identity.
Structa AML
Anti-Money Laundering
Detect, investigate and report suspicious activity with confidence.
Structa Connect
ERP Integration (Sage and Dynamics 365)
Your core and your ERP, finally in sync.
Engineering, Redefined.
Talk to our engineers about the mission-critical systems your institution depends on.