Modernizing onboarding to drive speed, efficiency and client satisfaction.
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. |
Learn about our CRM solutions
Put customers at the heart of your financial institution's digital transformation
Learn more from client stories
Independent Bank
Independent Bank partners with Fiserv to support banks, customers and communities through Enteract.
[Enteract] helps us continue to have relevant, timely and meaningful conversations with customers, having that visibility and insight into all the communications and the total customer relationship.
Trustco Bank
Trustco Bank chooses Enteract to streamline customer tracking and engagement to more easily serve its customers
This is something that everyone from a teller all the way up to senior management will be able to use to track to see how the bank is performing, where our biggest opportunities are to grow the bank and then who we should be engaging with and when.
