Enteract
Get the Customer Relationship Management (CRM) tools and insights you need to accelerate growth and deliver compelling customer experiences.
With Enteract℠ 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.
| 360° customer view Unify profiles, relationship views, and recommended next best actions for frontline staff to enhance customer interactions with a unified sales and service application that simplifies employee experience across teams for consistent engagement. |
| Sales management Prioritize outreach, manage leads and pipeline, and track referrals and performance against goals, enabling improved visibility into key metrics and supporting collaboration to accelerate sales and align progress with targets. |
| Service automation Automate workflow for complex service processes with core integration, document generation, e-signatures, approval routing and SLA escalation. This streamlines and automates sales and service workflows to drive efficiency and reduce manual effort. |
| Customer onboarding Integrate applicant screening, product configuration, compliance enforcement, document management and e-signing. This lets you adapt capabilities through configuration, not coding, to meet evolving needs while maintaining compliance and consistency. |
Put customers at the heart of your financial institution's digital transformation
Learn more from client stories
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.
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