Customer Snapshot: The Bankers Bank

Using Pivotal's CRM software, The Bankers Bank powers its contact center and connects its mobile sales force anytime, anywhere

Founded in Georgia, The Bankers Bank employs over 300 professionals to serve more than 1,300 community financial institutions across the United States. The company offers community banks the products, services and technology required to compete with larger financial organizations. Now, more than ever, community banks need to fight for their survival, as larger financial organizations advance their technology and services to capture market share. To remain competitive and prosperous, community banks are turning to The Bankers Bank to provide their customers with sophisticated levels of customer service through leading edge technology.

Challenges

  • Improve Customer Service
  • Increase collaboration
  • Increase Sales Force Effectiveness
  • Increase up-sell/cross sell opportunities

Results

  • Quick synchronization with Lotus Notes
  • Quick, intelligent service to customers while on the road
  • Real time access to customer information