{"id":143324,"date":"2023-11-20T14:26:31","date_gmt":"2023-11-20T14:26:31","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=143324"},"modified":"2025-08-27T08:53:14","modified_gmt":"2025-08-27T08:53:14","slug":"crm-para-bancos","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/pt\/vendas-crm\/crm-para-bancos\/","title":{"rendered":"Os 10 melhores CRMs para bancos"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":201,"featured_media":143325,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"Entenda a import\u00e2ncia de personalizar a experi\u00eancia dos clientes no setor banc\u00e1rio e conhe\u00e7a os 10 principais CRMs para bancos.","monday_item_id":11239543651,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13933],"tags":[],"class_list":["post-143324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-vendas-crm"],"acf":{"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Providing a seamless customer experience has never been more important for the banking industry. With increased competition from cryptocurrencies, borderless bank accounts and Fintech solutions, it\u2019s no surprise that many banks are feeling the pressure. What\u2019s more, consumers are also expecting a more personal experience.<\/span><\/span><\/p>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">That\u2019s why many financial institutions are investing heavily in CRM for banking to provide a personalized journey that makes each customer feel valued. Read on to learn about the top 10 CRMs for banking and why monday sales CRM stands out in this market.<\/span><\/span><\/p>\n<p><center><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"><a class=\"cta-button blue-button\" aria-label=\"Start using monday sales CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new?\" target=\"_blank\">Start using monday sales CRM<\/a><\/span><\/span><\/center><\/p>\n"}]},{"main_heading":"O que \u00e9 CRM para bancos?","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">In short, a CRM helps banks track customer interactions, automates tasks like data entry, and analyzes data so you can segment <\/span><\/span><a href=\"https:\/\/monday.com\/blog\/pt\/vendas-crm\/segmentacao-de-clientes-para-vendas-e-marketing-b2b\/\" rel=\"\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">customers<\/span><\/span><\/a><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> and track their performance. If your goal is to boost marketing, sales, and customer service, a CRM can be the ideal tool for streamlining internal and external communications.<\/span><\/span><\/p>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">As in any industry, CRM stands for customer relationship management. The term is somewhat ambiguous, as it can refer to both the <\/span><\/span><a href=\"https:\/\/monday.com\/blog\/pt\/vendas-crm\/gerenciamento-de-clientes-tudo-o-que-voce-precisa-saber\/\" rel=\"\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">customer management<\/span><\/span><\/a><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> process and specialized software. In most cases, however, when people mention CRM, they are referring to the latter.<\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n"}]},{"main_heading":"Por que usar um CRM para bancos?","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">One of the challenges facing the banking industry in the digital world is meeting customer expectations. And in the information age, this means having a deep understanding of each customer, adopting a personalized approach and doing so faster than ever before.<\/span><\/span><\/p>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">There are a number of benefits that banks can gain from using a CRM, including<\/span><\/span><\/p>\n<ul>\n<li><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Converting more leads into customers<\/span><\/span><\/li>\n<li><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Personalizing and improving customer experience and communication<\/span><\/span><\/li>\n<li><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Increase team productivity with easy access to customer information<\/span><\/span><\/li>\n<li><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Enables cohesion of internal data and eliminates silos (bringing all customer data together in one place)<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">And since practically everything is mobile these days, most CRMs for banks also offer an app, which can be incredibly useful for employees who serve customers outside the office.<\/span><\/span><\/p>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">There are several options available, so let\u2019s take a look at the top CRMs for banks.<\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n"}]},{"main_heading":"Os 10 melhores CRMs para bancos","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Here is our list of the top 10 CRMs for banks, starting with ours:<\/span><\/span><\/p>\n<h3><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">1. monday sales CRM<\/span><\/span><\/h3>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Recently named one of G2\u2019s top sales products of 2023, monday sales CRM is the <\/span><\/span><a href=\"https:\/\/monday.com\/blog\/pt\/vendas-crm\/o-melhor-software-de-crm\/\" rel=\"\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">CRM software<\/span><\/span><\/a><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> your banking team needs to close deals faster. Get visibility into your entire sales process from lead to close and easily communicate with your team, all in one place. Plus, with a variety of board views available, you can view data and activity in a way that\u2019s most convenient for each person.<\/span><\/span><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":143344,"image_link":""},{"acf_fc_layout":"text","content":"<p><strong><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Specific benefits for banks:<\/span><\/span><\/strong><\/p>\n<p>Com o monday sales CRM, voc\u00ea pode melhorar efetivamente seus fluxos de trabalho banc\u00e1rios com recursos de CRM que automatizam o trabalho repetitivo. Use nossos lembretes autom\u00e1ticos para enviar e-mails de acompanhamento e confirmar aprova\u00e7\u00f5es. Al\u00e9m disso, personalize os quadros e edite as colunas de forma a refletir a disponibilidade de patrimo\u00f4nio de cada cliente, os produtos propostos, os custos, os riscos e muito mais. Experimente nossos recursos com um teste de 14 dias.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Comece a usar o monday sales CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new?\" target=\"_blank\">Comece a usar o monday sales CRM<\/a><\/p>\n<h3>2. Salesforce Sales Cloud<\/h3>\n<p>O Sales Cloud \u00e9 o m\u00f3dulo de CRM totalmente personaliz\u00e1vel do Salesforce para vendas, marketing e suporte, atendendo aos mercados de vendas B2B e B2C. Nesse m\u00f3dulo, voc\u00ea encontrar\u00e1 leads, contas, contatos, contratos, oportunidades, produtos, campanhas, entre outros. Esse m\u00f3dulo guiar\u00e1 sua equipe do in\u00edcio ao fim do processo de vendas, ajudando-a a incrementar seus resultados.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>Um dos principais benef\u00edcios de usar o Sales Cloud como CRM para o setor banc\u00e1rio s\u00e3o os insights gerados por IA do software. Usando servi\u00e7os de IA e MLOPS, o Sales Cloud oferece aos seus representantes de vendas e servi\u00e7os acesso f\u00e1cil \u00e0s ferramentas necess\u00e1rias para tomar decis\u00f5es mais inteligentes sobre o relacionamento com os clientes. Resumindo, a IA do Sales Cloud diz a seus representantes o que fazer e quando fazer, com base no que ela acha que representa a melhor oportunidade.<\/p>\n<h3>3. SugarCRM<\/h3>\n<p>O SugarCRM \u00e9 um software que prioriza a experi\u00eancia do cliente. Usando intelig\u00eancia artificial e dados registrados no hist\u00f3rico, a plataforma fornece aos seus representantes insights pr\u00e1ticos para gerir o relacionamento com os clientes.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>Apesar de ser relativamente acess\u00edvel, o SugarCRM \u00e9 uma plataforma muito eficaz que tem ajudado diversas organiza\u00e7\u00f5es financeiras a obter um crescimento s\u00f3lido e a manter taxas de reten\u00e7\u00e3o de clientes das quais qualquer pessoa se orgulharia. E tem mais: a plataforma n\u00e3o se limita \u00e0 reten\u00e7\u00e3o de clientes. O SugarCRM tamb\u00e9m oferece uma poderosa plataforma de automa\u00e7\u00e3o de marketing chamada Sugar Market.<\/p>\n<h3>4. Creatio<\/h3>\n<p>Anteriormente conhecido como Bpm&#8217;online, a Creatio \u00e9 uma plataforma low-code para CRM e gest\u00e3o de processos de neg\u00f3cios (do ingl\u00eas, <em>business process management<\/em> &#8211; BPM). O BPM \u00e9 uma \u00e1rea da gest\u00e3o de opera\u00e7\u00f5es que envolve modelagem, an\u00e1lise, aprimoramento, otimiza\u00e7\u00e3o e <a href=\"https:\/\/monday.com\/blog\/pt\/gestao-de-projetos-pt\/automacao-de-processos\/\" rel=\"\">automa\u00e7\u00e3o de processos<\/a> de neg\u00f3cios.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>O sistema de automa\u00e7\u00e3o de vendas da Creatio e sua funcionalidade de arrastar e soltar permitem combinar automa\u00e7\u00e3o e personaliza\u00e7\u00e3o. Isso leva o BPM, uma tarefa muitas vezes complexa, para o \u00e2mbito visual e o torna acess\u00edvel a todos os n\u00edveis de gerentes de opera\u00e7\u00f5es. Isso d\u00e1 aos bancos uma vantagem na cria\u00e7\u00e3o de processos que favorecem os neg\u00f3cios e melhoram a experi\u00eancia dos clientes.<\/p>\n<h3>5. Microsoft Dynamics 365<\/h3>\n<p>Um poderoso CRM para institui\u00e7\u00f5es financeiras, o Microsoft Dynamics 365 tamb\u00e9m \u00e9 um dos CRMs mais amplamente utilizados. Isso porque o software \u00e9, na verdade, um conjunto de produtos, indo al\u00e9m dos CRMs tradicionais e incorporando v\u00e1rios produtos de ERP (<a href=\"https:\/\/monday.com\/blog\/pt\/gestao-de-projetos-pt\/erp\/\" rel=\"\">planejamento de recursos empresariais<\/a>) com an\u00e1lises robustas.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para os bancos:<\/strong><\/p>\n<p>Ao reunir essas duas poderosas unidades de neg\u00f3cios, o Microsoft Dynamics 365 oferece aos gerentes de bancos uma gest\u00e3o de dados incrivelmente profunda e insights de neg\u00f3cios eficazes para vendas, servi\u00e7os, marketing, finan\u00e7as e RH. E, por ser um produto da Microsoft, \u00e9 de se esperar que ele funcione perfeitamente com outros softwares que voc\u00ea j\u00e1 utiliza (como o Office).<\/p>\n<h3>6. Vymo<\/h3>\n<p>O Vymo \u00e9 uma plataforma de engajamento de vendas para bancos. Seu objetivo \u00e9 ser um CRM mobile-first (ou seja, que prioriza os dispositivos m\u00f3veis) focado em ajudar as empresas a fechar mais vendas. Voc\u00ea pode usar o Vymo de duas maneiras: como uma solu\u00e7\u00e3o aut\u00f4noma de gerenciamento de leads ou integrado ao Salesforce.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>O Vymo foi criado especificamente para institui\u00e7\u00f5es financeiras e, portanto, apresenta uma s\u00e9rie de benef\u00edcios para bancos, como prever as &#8220;pr\u00f3ximas melhores a\u00e7\u00f5es&#8221;, aprender com os melhores desempenhos em sua organiza\u00e7\u00e3o e capturar dados ricos contextuais. Seu foco mobile-first tamb\u00e9m faz com que ele seja uma boa op\u00e7\u00e3o para equipes remotas e de campo que precisam acessar e atualizar informa\u00e7\u00f5es em qualquer lugar.<\/p>\n<h3>7. 360view<\/h3>\n<p>Semelhante ao Vymo, o 360view \u00e9 uma plataforma de CRM espec\u00edfica para bancos e cooperativas de cr\u00e9dito. Como o nome sugere, seu principal benef\u00edcio \u00e9 fornecer uma vis\u00e3o de 360 graus dos relacionamentos, produtos e servi\u00e7os. Voc\u00ea pode rastrear tipos ilimitados de relacionamentos, como com fornecedores, clientes e funcion\u00e1rios. Ele tamb\u00e9m pode rastrear empr\u00e9stimos vencidos e fornecer relat\u00f3rios robustos.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>Como o 360view foi desenvolvido justamente para bancos, ele disponibiliza alguns recursos espec\u00edficos, como pontos de contato automatizados para ajudar os profissionais do setor banc\u00e1rio a manter contato com seus clientes. Al\u00e9m disso, voc\u00ea pode acessar dados demogr\u00e1ficos e de patrim\u00f4nio para segment\u00e1-los ainda mais. Outro recurso importante \u00e9 a capacidade de exibir classifica\u00e7\u00f5es de clientes, tend\u00eancias e rentabilidade acumulada no m\u00eas, o que \u00e9 \u00fatil para cooperativas de cr\u00e9dito que precisam produzir relat\u00f3rios mensais sobre a lucratividade dos clientes.<\/p>\n<h3>8. HubSpot<\/h3>\n<p>No cerne da HubSpot h\u00e1 uma plataforma de CRM que permite acompanhar os leads e clientes em diferentes est\u00e1gios da jornada. Com o CRM, voc\u00ea pode gerir contatos, vendas, pipeline, marketing digital e nutri\u00e7\u00e3o de leads, al\u00e9m de criar uma visualiza\u00e7\u00e3o unificada dos clientes \u2013 um dos pontos fortes da HubSpot.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>Um dos melhores benef\u00edcios da HubSpot para bancos \u00e9 sua preocupa\u00e7\u00e3o com a seguran\u00e7a e a constru\u00e7\u00e3o de relacionamentos com os clientes. Recursos como lembretes de agendamento autom\u00e1tico garantem que voc\u00ea nunca se esque\u00e7a de uma chamada e possa agendar acompanhamentos em momentos espec\u00edficos, como na \u00e9poca de impostos. Da mesma forma, o rastreamento centralizado permite que os representantes acessem todas as intera\u00e7\u00f5es anteriores, reduzindo a repeti\u00e7\u00e3o e melhorando a experi\u00eancia dos clientes.<\/p>\n<h3>9. Nextiva<\/h3>\n<p>O principal argumento de venda da Nextiva \u00e9 que ela permite medir, analisar e personalizar a jornada do cliente em tempo real. Voc\u00ea pode analisar detalhadamente como cada ponto de contato na jornada afeta a pontua\u00e7\u00e3o da experi\u00eancia do cliente e obter insights para melhorar o processo de vendas e o atendimento.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>Veja os dados que interessam aos bancos com relat\u00f3rios personalizados adaptados ao seu neg\u00f3cio. Compare os dados com base no usu\u00e1rio, no tipo de dado ou no per\u00edodo para medir o desempenho. Voc\u00ea tamb\u00e9m pode ver como est\u00e1 a performance dos representantes do banco, dos locais e at\u00e9 mesmo das campanhas de marketing ao longo do tempo. Al\u00e9m disso, \u00e9 poss\u00edvel localizar facilmente os funcion\u00e1rios e conversar com eles para conectar os clientes ao representante certo, no momento certo.<\/p>\n<h3>10. Oracle NetSuite<\/h3>\n<p>O Oracle NetSuite \u00e9 uma solu\u00e7\u00e3o baseada na nuvem que oferece uma vis\u00e3o de 360 graus em tempo real de seus clientes. O NetSuite oferece um fluxo cont\u00ednuo de informa\u00e7\u00f5es em todo o ciclo de vida do cliente \u2013 desde o lead at\u00e9 a oportunidade, o pedido de venda, o atendimento e o suporte.<\/p>\n<p><strong>Benef\u00edcios espec\u00edficos para bancos:<\/strong><\/p>\n<p>Al\u00e9m de oferecer recursos tradicionais de CRM, como gest\u00e3o de dados e automa\u00e7\u00f5es de marketing, o NetSuite fornece cota\u00e7\u00f5es, gest\u00e3o de pedidos, comiss\u00f5es e previs\u00e3o de vendas. Suas an\u00e1lises de neg\u00f3cios tamb\u00e9m permitem que os bancos monitorem e respondam \u00e0s mudan\u00e7as com rapidez e praticidade. Adicionalmente, ele oferece recursos integrados para lidar com requisitos globais de c\u00e2mbio, impostos e relat\u00f3rios.<\/p>\n"}]},{"main_heading":"Expanda o seu neg\u00f3cio com o monday sales CRM","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 400;\">Como voc\u00ea deve ter percebido, as ferramentas de CRM para bancos est\u00e3o longe de ser padronizadas. \u00c9 claro que pode haver recursos e funcionalidades coincidentes, mas nem toda plataforma ser\u00e1 adequada para seu neg\u00f3cio.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">O CRM certo faz uma grande diferen\u00e7a para os fluxos de trabalho de vendas e o alcance do marketing. A grande vantagem do monday sales CRM \u00e9 que ele permite que voc\u00ea personalize os fluxos de trabalho de acordo com o seu ciclo de vendas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Voc\u00ea pode criar pipelines de vendas personalizados, editar est\u00e1gios de neg\u00f3cios, adicionar quantas colunas quiser e at\u00e9 mesmo gerir v\u00e1rios pipelines ao mesmo tempo. Por exemplo, voc\u00ea pode editar colunas para que elas reflitam os detalhes do cliente, custos e riscos, taxas, estrat\u00e9gias propostas e muito mais. Al\u00e9m disso, \u00e9 poss\u00edvel aplicar dados internos, como pontua\u00e7\u00f5es de risco, para gerenciar e criar listas de clientes-alvo.<\/span><\/p>\n<p><b>\u00a0Recursos que voc\u00ea vai adorar:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Customizations <\/span><\/span><\/b><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">: Our advanced cloud-based CRM is highly flexible and accessible across devices, so even smaller banks with a largely remote workforce can adopt it.<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">CRM Integrations <\/span><\/span><\/b><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">: Easily integrate with systems you already use, like Zapier, Zoom, Gmail, and others.<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Customer Tracking <\/span><\/span><\/b><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">: Track customer interactions across multiple platforms and channels, including calls, emails, and even usage of the banking app.<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Lead Scoring <\/span><\/span><\/b><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">: Better understand your customers and the products they like, the type of account they have, and the services they qualify for, such as mortgages.<\/span><\/span><\/span><\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":142931,"image_link":""},{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">You can try out the features now, or if you still have questions, check out the FAQ below.<\/span><\/span><\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"><a class=\"cta-button blue-button\" aria-label=\"Start using monday sales CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new?\" target=\"_blank\">Start using monday sales CRM<\/a><\/span><\/span><\/p>\n"}]},{"main_heading":"Perguntas frequentes","content_block":[{"acf_fc_layout":"text","content":"<h3><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">What CRM do banks use?<\/span><\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Banks can choose from a variety of banking CRM platforms, including:<\/span><\/span><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">monday sales CRM<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Salesforce Sales Cloud<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">SugarCRM<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Creatio<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Microsoft Dynamics 365<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Vymo<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">360view<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">HubSpot<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Nextiva<\/span><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Oracle NetSuite<\/span><\/span><\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">What are the components of a CRM for banks?<\/span><\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">The main components of a good CRM for banks are: technology, strategy, processes and people. With these components in place, you will be ready to win more customers, as well as retain your current ones.<\/span><\/span><\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">What are the benefits of a CRM for banks?<\/span><\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">A good CRM for banking, like Monday Sales CRM, takes into account all touchpoints throughout the customer lifecycle, including website visits, phone calls, and email interactions, to provide a 360-degree view. This data can help you understand what motivates your customers and how to keep them happy, increasing your overall ROI.<\/span><\/span><\/span><\/p>\n"}]},{"main_heading":"Melhore a experi\u00eancia dos clientes com o CRM para bancos adequado","content_block":[{"acf_fc_layout":"text","content":"<p><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">A good CRM can also help you stay in touch with past customers and encourage them to do business with your bank again.<\/span><\/span><\/span><\/p>\n<p><span style=\"font-weight: 400;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">monday sales CRM offers a wide range of customization options to give financial institutions the tools they need to understand who their customers are and what they expect. Explore the product, try out the features, and if you have any questions, don\u2019t hesitate to contact us!<\/span><\/span><\/span><\/p>\n<p><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Also read: <\/span><\/span><a href=\"https:\/\/monday.com\/blog\/pt\/trabalho-em-equipe\/5-melhores-crms-para-garantir-o-sucesso-no-setor-financeiro\/\" rel=\"\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">5 Best CRMs to Ensure Success in the Financial Sector<\/span><\/span><\/a><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> , <\/span><\/span><a href=\"https:\/\/monday.com\/blog\/pt\/vendas-crm\/crm-para-corretor-de-imoveis-transforme-o-seu-negocio\/\" rel=\"\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">CRM for Real Estate Agents<\/span><\/span><\/a><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> , <\/span><\/span><a href=\"https:\/\/monday.com\/blog\/pt\/vendas-crm\/crm-para-pequenas-empresas-como-escolher-o-melhor\/\" rel=\"\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">CRM for Small Businesses<\/span><\/span><\/a><\/p>\n"}]}]}],"hide_time_to_read":false,"cornerstone_hero_cta_override":{"label":"","url":""},"display_dates":"default","cluster":"","featured_image_link":"","faqs":false,"use_customized_cta":false,"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"landing_page_layout":false,"sidebar_color_banner":"","custom_tags":false,"custom_schema_code":"","activate_cta_banner":false,"banner_url":"","main_text_banner":"Uma s\u00f3 plataforma, ","sub_title_banner":"um melhor trabalho em equipe","sub_title_banner_second":"Com o Work OS da monday.com","banner_button_text":"Comece j\u00e1","below_banner_line":"","disclaimer":"","parse_from_google_doc":false,"show_contact_sales_button":"0"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Os 10 melhores CRMs para bancos | monday.com Blog<\/title>\n<meta name=\"description\" content=\"Entenda a import\u00e2ncia de personalizar a experi\u00eancia dos clientes no setor banc\u00e1rio e conhe\u00e7a os 10 principais CRMs para bancos.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/monday.com\/blog\/pt\/vendas-crm\/crm-para-bancos\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Os 10 melhores CRMs para bancos\" \/>\n<meta property=\"og:description\" content=\"Entenda a import\u00e2ncia de 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