Fiserv launches Enteract, a cloud-based CRM for financial institutions

By Pavithra R

Fiserv, a leading global provider of financial services technology solutions, has announced the launch of Enteract, a new, cloud-based customer relationship management (CRM) platform for financial institutions.

Enteract is built on Microsoft Dynamics 365 and enables FIs to grow market share and deepen customer relationships by providing bankers with insights to customer data and activity while streamlining service processes and customer onboarding. The platform features a Microsoft Azure-based integration framework that synchronizes customer data with back-end systems and enables real-time process integration across enterprise content management, core banking and digital channels.

“We selected Enteract as an important enabler of our digital transformation journey. The sales and service efficiencies will enhance the overall customer experience across retail and commercial banking. Importantly, Enteract complements numerous other Fiserv and Microsoft technologies we use, and the platform provides Northwest flexibility to adapt as we continue growing,” said Scott Watson, CIO at Northwest Bank, a $14 billion institution with over 160 branch locations across Pennsylvania, New York, Ohio and Indiana. 

Enteract offers comprehensive CRM features, tuned to the unique needs of commercial banking and retail banking, delivered by Fiserv in the Microsoft cloud. The platform will also be part of the upcoming Microsoft Cloud for Financial Services, which Microsoft announced in February 2021.

“We’ve innovated banking CRM solutions on Microsoft Dynamics 365 to help our clients execute sales and customer relationship strategies. With Enteract, we’ve used Fiserv industry expertise and the latest cloud-native features from Microsoft to provide deep integration with banking systems, enabling more customer service and onboarding capabilities in addition to powerful new sales and marketing features,” said David Dervish, director and general manager of CRM Solutions at Fiserv.

Established in 1984, Fiserv is a global provider of payment and financial services technology. The FinTech aspires to move money and information in a way that moves the world. The Firm is a member of the S&P 500 Index and the FORTUNE 500 and is among FORTUNE World’s Most Admired Companies.