EnteractSM from Fiserv empowers bankers with the tools and insights they need to accelerate sales and deliver efficient, positive consumer experiences.  Designed with regional banks and large community financial institutions in mind, Enteract harnesses the power of Microsoft’s Dynamics 365 and Azure to put your people and your customers at the heart of your digital transformation strategy.   

Enteract offers comprehensive customer relationship management (CRM) features, tuned to the unique needs of commercial banking and retail banking, delivered by Fiserv in the Microsoft cloud.

With Enteract, you'll get a clear line of sight to customer data and that's just the beginning.  By rapidly integrating with back-end systems, loan origination and digital channels, Enteract goes far beyond traditional banking CRM solutions.  Enteract orchestrates marketing, sales, fulfilment and servicing by connecting the field, branches, contact center and back office.  Sales processes lead seamlessly into new customer onboarding, account set up and ongoing servicing – all within a single application.

Give your staff the advanced technology needed to execute your sales strategies and deliver the customer experience that your brand promises.

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  • Align execution to strategy with common workflows, tools and data across the organization
  • Coordinate field-level sales plays with centralized marketing campaigns
  • Orchestrate customer journeys that deliver on your brand promise

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  • Inform front-line staff with visual indicators and “next best action” prompts as they interact with customers or plan sales calls
  • Bring organizational focus to what matters most with role-based dashboards that give at-a-glance clarity to sales goals and performance, campaign activity, caseloads, SLA targets and portfolio growth
  • Give managers the leading and lagging indicators they need to course correct

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  • Arm your front-line staff with current, reliable and comprehensive information about customer relationships
  • Make teamwork easy with collaboration features that will help your staff come together to serve clients and win new business
  • Enable bankers to do more while they’re away from their desk with intuitive apps for mobile phones and tablets

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  • Integrate sales and service processes quickly with any API using the sophisticated Enteract banking integration framework
  • Consolidate daily customer data feeds from multiple sources into a comprehensive Dynamics 365 banking customer data model using the Enteract high-efficiency data loader
  • Utilize native integration with Microsoft Outlook, SharePoint and other Office 365 applications and the Power Platform, to ensure Enteract fits seamlessly with your application stack

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  • Streamline customer enrollment and new account open processes with product-specific business rules and fast path workflows
  • Drive efficiency gains by eliminating unnecessary hand-offs and low value process steps with integration and automation
  • Reduce the number of applications that sales and service staff use by consolidating more customer-related workloads into a single, modular, enterprise application

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  • Rapidly adapt application functionality through configuration, not coding, to meet changing needs and incorporate process improvements
  • Take advantage of regular updates from Microsoft and Fiserv
  • Add new Enteract modules for specific user roles with ease
  • Explore a growing ecosystem of Dynamics 365 integrated apps from Microsoft AppSource


Enteract can help you win new customers and expand share of wallet by enabling and strengthening relationships. Put customers at the center of your digital transformation strategy with a solution designed for you.

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Have a question for us?

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

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