Enteract from Fiserv is a CRM solution built on Microsoft Dynamics 365, designed to enhance sales and customer service in commercial and retail banking. It provides bankers with comprehensive customer data, real-time insights, and streamlined processes for customer onboarding, account management, and servicing. Enteract integrates with back-end systems like account processing and loan origination, enabling unified workflows across sales, marketing, and customer service. It offers mobile and collaborative features for staff, data integration with Microsoft tools, and customizable functionality to adapt to changing needs. Enteract drives efficiency by reducing manual processes and consolidating customer-related tasks into one platform.

Join for free to read