CRM
A complete view of your customer.
See the full relationship at a glance. Submit and monitor referrals effortlessly.
Complete View
The relationship and account profiles were designed to streamline your ability to respond to questions in a matter of seconds. The relationship profile provides a view of the account holder’s entire relationship on a single page.
- Customer profitability
- Transactions
- Account Notices
- Statements
- Maintenance, and more
Referral Tracking
The easy-to-use interface shows what products are being used and what products are eligible for a referral. Referrals can be created with a few simple clicks. Our library of referral reports allows you to monitor all aspects of your program from referral volume to incentive tracking.
- Easily identify referral opportunities
- Submit the referral with ease
- Track the referral to completion
Marketing Reports
The marketing reports allow employees to expand cross-selling efforts by examining product and service utilization across your entire portfolio.
- Global Sales Opportunities Reports
- CD Only Customer Penetration
- Loan Only Customers
- Single Product Customers
- E-Statement Target List
- Customer Generation and Territory Summaries
- Portfolio Statistics by State
Are you ready for a demo?
There's nothing like seeing it for yourself and we're excited to show you how BNControl can benefit your organization in so many ways.