Grow your organization by optimizing sales automation and management efforts with EnAct™ from Fiserv, powered by Microsoft® Dynamics® CRM. By providing an enhanced end-user experience, you will shorten sale cycles, increase close rates and retain valuable customer relationships.

 

Overview

EnAct unlocks the potential of referrals, cross sales and team selling across lines of business by catering to the distinct CRM needs of retail banking, commercial banking and wealth management within a single enterprise application. With better visibility into sales automation and customer information and better tools to track, organize and collaborate, your institution will be able to sharpen your collective focus on the retention and expansion of current client relationships and the acquisition of new relationships.

Through a partnership with Microsoft, Fiserv has customized and extended the powerful Microsoft Dynamics CRM platform to address the unique needs of the financial services industry. The result, EnAct, is a hybrid solution that combines all the power and flexibility of a world-class banking CRM platform built on familiar technologies, with the specialized functionality and data that banks and credit unions need to actively develop and deepen customer relationships.

This comprehensive relationship banking data model has been developed and fine-tuned over many years of working with financial institutions around the world. It is designed to blend imported customer data from source systems with data that is collected or created directly within EnAct.

 

Features

For more than two decades, Fiserv banking CRM consultants have been helping financial institutions improve the execution of relationship selling through the effective use of CRM technology. We apply proven best practices and work closely with bank executives to tailor the software and the implementation program to ensure both initial and ongoing success.

Practical yet flexible sales management features allow you to:

  • Optimize centralized marketing efforts with front-line sales initiatives through robust campaign management and execution tools
  • Create consistent and repeatable workflow processes to ensure timely connectivity of multistep sales efforts
  • Focus on critical customer information to better understand relationships and pinpoint opportunities
  • Leverage easy-to-use data-mining tools to surface customer information your employees need to quickly identify and act on sales opportunities
  • Maintain real-time access to leads and opportunities by using EnAct on your mobile device
  • Analyze performance dashboards to identify pipeline issues and coaching opportunities

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Resources

EnAct

EnAct™ from Fiserv combines customer relationship management (CRM) capabilities tailored for banking with an enterprise platform that can meet your most demanding IT requirements.

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Wintrust Financial Corporation Case Study

Looking for a way to help its fifteen banking subsidiaries improve their approach to contacting prospects and customers and leverage their entrepreneurial spirit, Wintrust was in pursuit of a flexible and proven customer relationship management (CRM) platform.

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EnAct Client Testimonial Video

Several EnAct™ clients discuss how their financial institutions leverage the platform to provide an enhanced customer experience and deepen relationships.

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Central Bank Case Study

A commitment to a transparent, customer-centric business development approach led Central Bank to EnAct from Fiserv. The solution has increased sales productivity and enabled greater collaboration across business lines.

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EnAct Demo

EnAct™ from Fiserv helps bankers generate more leads and close more business through readily available prospect lists, campaign plans, customer profiles, contact history, pipeline reports, call reports and call plans that enhance the sales team productivity.

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Have a Question For Us?

For more information on EnAct and other Fiserv solutions, call us at 800-872-7882 or contact us.

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