Landscape Report

Now Tech: Retail Banking CRM, Q3 2021

Forrester’s Overview Of 12 Retail Banking CRM Providers

August 6th, 2021
Alyson Clarke, Principal Analyst
Alyson Clarke Principal Analyst
Kate Leggett, VP, Principal Analyst
Kate Leggett VP, Principal Analyst
Nicole Murgia, Senior Researcher
Nicole Murgia Senior Researcher
With contributors:
David Hoffman , Ashley Villarreal , Sam Bartlett

Summary

Retail banking CRM enables banks to deliver superior customer experiences based on customer profiles and data insights; attract, acquire, and retain new customers; and empower their sales organization. But to realize these benefits, banks first have to select from a diverse set of vendors that vary by size, functionality, geography, and the size of retail bank typically served. Retail banking professionals should use this report to understand the value they can expect from a retail banking CRM provider and to select one based on size and functionality.

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