Netiks 360Bank
Turn Customer Insights Into Better Banking Relationships
Bring customer data, sales opportunities, service interactions, alerts, recommendations, and business insights together in one banking CRM solution built on Microsoft Dynamics 365.
One Customer. One Complete Banking View.
Banking relationships span accounts, products, interactions, requests, opportunities, and multiple customer touchpoints. Netiks 360Bank brings this information together in one connected view, helping relationship managers and customer-facing teams understand each customer more clearly.
With relevant information, activities, recommendations, alerts, and business indicators available in one place, teams can respond faster, identify opportunities, and deliver more personalized banking experiences.
Transform Every Banking Interaction
Stronger Customer Relationships
Give customer-facing teams a more complete understanding of each customer’s profile, interactions, activities, and relationship with the bank.
More Effective Sales
Identify relevant opportunities and support upselling and cross-selling with configurable product recommendations tailored to customer information and needs.
More Proactive Service
Use smart notifications, customer activity history, cases, and configurable alerts to help teams respond to important events and customer needs sooner.
Smarter Banking Decisions
Surface key business indicators, customer insights, profitability information, and relationship signals that help teams focus their attention where it matters most.
Everything Your Teams Need to Serve Customers Better
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360° Customer View
Bring customer information, banking relationships, interactions, activities, opportunities, requests, and relevant data into one connected view. -
Sales Recommendations
Provide relationship managers with configurable product suggestions that support more relevant upselling and cross-selling opportunities. -
Smart Notifications
Trigger real-time alerts based on configurable business conditions, helping teams respond proactively to important customer events and opportunities. -
Key Business Indicators
Highlight important customer conditions and relationship signals through configurable indicators that help users identify priorities at a glance. -
Customer Touchpoints
Track activities, cases, opportunities, and other configurable interactions through a customer timeline that provides greater context across the relationship. -
Configurable Actions
Give users quick access to relevant actions such as initiating requests, previewing customer documents, accessing signatures, or launching connected processes. -
Analytics & Insights
Turn customer and banking data into useful dashboards, trends, and relationship insights that support more informed decisions. -
System Integration
Connect 360Bank with core banking systems, document management, contact-center technology, enterprise applications, data sources, and Microsoft technologies to give teams a more complete customer view.
Built on Microsoft Dynamics 365
Netiks 360Bank combines Microsoft Dynamics 365 with Netiks’ banking CRM expertise, industry-specific configuration, integration capabilities, and customer-experience solutions.
Built within the Microsoft ecosystem, it connects customer data, workflows, analytics, and collaboration while giving banks the flexibility to adapt CRM processes around their existing systems and business requirements.
Key Advantages
- Banking-specific CRM capabilities
- Scalable and configurable platform
- Integration with Microsoft technologies
- Centralized customer information
- Workflow and process automation
- Real-time insights and reporting
- Cloud, on-premises, or hybrid deployment
Ready to Build Stronger Banking Relationships?
Discover how to deliver more personalized banking experiences. Request a Demo
Turn Customer Data Into Action
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Banking CRM Enhanced with Intelligence
360Bank goes beyond simply displaying customer information. It helps teams identify what needs attention, what opportunity may come next, and which actions can strengthen the customer relationship. -
Relevant Recommendations
Surface product and service recommendations based on customer information, relationship context, and configurable business criteria. -
Proactive Alerts
Notify relationship managers when important customer events, conditions, or opportunities require attention. -
Relationship Intelligence
Bring together customer status, activity history, profitability indicators, opportunities, and relationship signals to support better banking decisions.
Built Specifically for Banking
Banks need more than a generic CRM. Customer relationships are connected to financial products, accounts, service requests, compliance processes, profitability, risk indicators, and continuous interactions across the customer lifecycle.
Netiks 360Bank extends CRM around these banking-specific needs, helping financial institutions give relationship managers and service teams a more relevant view of the customer while supporting personalized engagement, structured processes, and proactive relationship management.
Key Banking Use Cases
Relationship Management
Give relationship managers a consolidated view of customer information, activity, opportunities, and important relationship indicators.
Sales & Cross-Selling
Identify relevant products and opportunities and support more personalized sales conversations.
Customer Service
Provide service teams with greater customer context, activity history, cases, alerts, and actions in one environment.
Customer Intelligence
Use customer data, indicators, trends, and relationship insights to support more informed engagement and decision-making.
Personalized Engagement
Use customer information and behavioral context to create more relevant communication and relationship-building opportunities.
Security & Compliance
Support role-based access, auditability, compliance workflows, and banking requirements such as KYC, AML, FATCA, and CRS through configurable processes and controls.
Designed to Connect With Your Banking Ecosystem
Your CRM should complement your existing banking infrastructure, not create another disconnected system.
Netiks 360Bank can connect with core banking systems, document-management platforms, contact-center technology, databases, Microsoft solutions, and other enterprise applications, bringing relevant customer and relationship information into the CRM experience.
This connected approach gives relationship managers and customer-facing teams easier access to the information they need, while helping banks preserve existing technology investments and create more unified processes across systems.
From Banking Requirements to Implementation
A successful banking CRM implementation requires both technology expertise and an understanding of how customer-facing banking processes actually work.
Netiks supports financial institutions throughout the implementation lifecycle, including:
- Business and technical assessment
- CRM solution design
- Banking-specific configuration
- Workflow and process development
- Core-system and third-party integration
- Data migration
- Testing and deployment
- User training
- Ongoing support
The solution can be configured around each bank’s processes, systems, customer journeys, roles, and business priorities.
Frequently Asked Questions
What is Netiks 360Bank?
Netiks 360Bank is a banking CRM solution built on Microsoft Dynamics 365. It brings customer information, interactions, opportunities, alerts, recommendations, business indicators, and relevant banking data together in a unified customer view.
How is Netiks 360Bank different from a standard CRM?
360Bank extends CRM with banking-specific capabilities such as customer relationship insights, configurable sales recommendations, smart notifications, key business indicators, customer touchpoints, and actions designed around financial-services processes.
Can Netiks 360Bank integrate with our core banking system?
Yes. 360Bank can be integrated with core banking data and other enterprise systems so users can access relevant customer and relationship information within their CRM environment.
How does 360Bank help relationship managers?
It gives relationship managers a consolidated view of customer information and interactions while surfacing recommendations, alerts, indicators, activities, and opportunities that can support more proactive customer engagement.
Can recommendations and alerts be customized?
Yes. Sales recommendations, notifications, indicators, touchpoints, and actions can be configured according to the bank’s own business rules, priorities, processes, and customer segments.
Is Netiks 360Bank built on Microsoft Dynamics 365?
Yes. Netiks 360Bank is built on Microsoft Dynamics 365 and extends the platform with banking-specific CRM capabilities, configurations, integrations, and Netiks-developed functionality.
