Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Backbase built the AI-native Banking OS. It turns fragmented banking operations into a Unified Frontline across digital channels and back-office operations. Digital Banking creates the interface; Agentic Banking resolves the work. The Banking OS powers both. Agentic Banking moves customer and employee intent into governed action and resolution. Conversational Banking moves interactions from intent to resolution across chat and voice channels. Banks can modernize progressively above existing systems without rip-and-replace. The result is a stronger customer experience and sharper operational execution.
Description
Contract manufacturing companies can utilize OPAL CRM to effectively monitor their field sales teams, allowing sales representatives to create detailed sales strategies, set targets, and enhance their incentive programs. This platform is versatile, supporting financial services firms—including those in banking, wealth management, capital markets, and insurance—by facilitating seamless collaboration among front-office, middle-office, and back-office operations to foster stronger client relationships. In the fiercely competitive real estate sector, efficiently managing sales pipelines and engaging leads is crucial for successful conversions. Additionally, corporate training, skill-based training, and educational institutions frequently struggle with lead pipeline management. OPAL CRM’s Lead Management Software addresses these challenges, enabling these institutions to better manage their leads and drive successful closures while maximizing their overall effectiveness.
API Access
Has API
No
API Access
Has API
No
Integrations
Alacriti
Yes
Apiax
Yes
Euronovate
Yes
Fastfill
Yes
IDmission
Yes
Ravio
Yes
SavvyMoney
Yes
Shake
Yes
Unblu
Yes
Integrations
Alacriti
No
Apiax
No
Euronovate
No
Fastfill
No
IDmission
No
Ravio
No
SavvyMoney
No
Shake
No
Unblu
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$9.99 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Backbase
Founded
2003
Country
Netherlands
Website
www.backbase.com
Vendor Details
Company Name
KloudPortal
Country
India
Website
www.opalcrm.com
Product Features
Mobile Banking
Bill Payment
No
Biometric
No
Cash Management
No
Chat / Messaging
Yes
Cross Selling Functionality
No
Digital Wallet
No
P2P Payments
Yes
Remote Deposit
Yes
SMS Banking
No
Transaction Monitoring
No
Voice Banking
No
Online Banking
Brokerage
No
Cash Management
Yes
Chat / Messaging
Yes
Credit Card Management
Yes
Electronic Statements
No
Fraud Detection
No
Loan Management
Yes
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
No
Transaction Monitoring
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No