Build relationships. Drive growth. Work smarter.
CRM software for banks and credit unions
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Relationships are your competitive advantage.
Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.
A banking CRM is customer relationship management software built for banks and credit unions. It connects to the core system and puts every account, household, interaction, referral, and opportunity in one view. Abrigo's Banking CRM Platform also has marketing automation, customer analytics, profitability, and incentive tracking so everyone is working from shared data on one solution.
Know every customer
Consolidate every account, interaction, and relationship into one unified view.
Automate at scale
Replace manual processes with automation that manages the full customer journey.
Identify growth opportunities
Surface cross-sell opportunities from real relationship data and route them automatically.
Execute targeted marketing
Build, deliver, and measure personalized campaigns without ever leaving the platform.
Measure what matters
Understand true relationship profitability so your team focuses effort where it counts.
Drive team performance
Set goals, track progress in real time, and reward the right behaviors.
What's included in Abrigo's Banking CRM Platform?
The 360 View CRM suite was built for the way community banks and credit unions actually operate, helping you eliminate data silos, automate critical workflows, and make smarter decisions at every stage of the customer relationship. Start with the CRM foundation and add capabilities as your needs grow, from marketing automation to customer analytics, profitability insights, and goals and incentives management.
360 View CRM
Get a complete view of every customer relationship, including accounts, touchpoints, pipelines, referrals, and opportunities, integrated with your core system and accessible across your entire institution.
Explore 360 View CRM
Marketing Automation
Build and execute targeted campaigns without manual effort. Reach the right customers at the right time with personalized, automated communications designed for banks and credit unions.
Explore Marketing Automation
Actionlytics™ — customer analytics
Go beyond your core data. Actionlytics™ enriches your customer and prospect profiles with wealth, demographic, and lifestyle data so your team understands the full financial picture of every relationship and makes your data actionable.
Explore banking customer analytics
Customer Profitability
Understand exactly where value is created and lost across your customer base. Measure true profitability at the account, household, and relationship level to make smarter business decisions.
Explore Customer Profitability
Goals and Incentives
Align your team's daily activity with institutional growth targets. Set benchmarks, track progress, and reward performance, all within the same platform and connected to the same data.
Explore incentive compensation software
"We knew we were growing fast, and we needed a CRM that was going to be able to grow with us."
Beacon Credit Union
Which core banking systems does Abrigo's CRM integrate with?
Abrigo's Banking CRM Platform integrates with more than 15 core banking systems, including FIS, Fiserv, Jack Henry, Finastra, CSI, DCI, COCC, Corelation, and more. Your team gets a complete, accurate picture of every customer relationship without toggling between systems or manually reconciling data.
Why use a CRM built for banks instead of a general CRM?
A general CRM is built for sales teams that close one deal and move on. A banking CRM is built for long relationships that span deposits, loans, and services across a household. It imports data from the core, tracks referrals through account opening, and supports the security and audit needs of a regulated institution.
| Need | General-purpose CRM | Abrigo’s Banking CRM Platform |
|---|---|---|
| Core integration | Custom build or third-party connector | Integrations with 15+ cores, including FIS, Fiserv, and Jack Henry |
| Householding | Not standard | Accounts and relationships grouped by household |
| Referral tracking | Generic lead object | Tracks referrals through account opening, with automatic close-out |
| Pricing model | Per seat | Based on asset size, so every employee can use it |
| Profitability and incentives | Separate tools | Built into the same platform and data |
What are the challenges of implementing a banking CRM?
The most common challenges of implementing a banking CRM are cost, data security, staff adoption, and fitting the CRM to the institution's own products and workflows. Most CRM projects at banks and credit unions stall because staff do not use the system, not because the software fails. A phased rollout, a dedicated CRM administrator, and core integration from day one lower each risk.
| Challenge | Why it matters at a bank or credit union | How Abrigo’s Banking CRM Platform addresses it |
|---|---|---|
| High implementation cost | Per-seat pricing makes it expensive to give every employee access, so the CRM ends up with partial data. | Pricing is based on asset size, not seats, so every employee can use it. Modules roll out in stages, so spend follows adoption. |
| Data security concerns | The CRM holds customer and member financial data that falls under GLBA and examiner review. | Role-based access controls who sees what. |
| Poor staff adoption | If tellers and lenders do not log activity, the single customer view is incomplete. | A dedicated implementation team, a recommended CRM administrator and CRM committee, Abrigo University training, and two-way Outlook sync that logs activity automatically. |
| Limited customization for niche services | Generic CRMs do not fit products like commercial lending, trust, or community lending without a custom build. | Built with banking processes and language in mind, configurable workflows, customizable dashboards, 150+ standard reports plus a custom report writer. |
For a deeper look at the mistakes that slow CRM projects down, including unclear goals, poor data migration, and planning for scale, check out the Top 5 CRM implementation challenges for banks and credit unions.
Case Study
How First Federal Savings Bank transformed customer engagement with Abrigo's 360 View CRM
First Federal Savings Bank eliminated data silos and manual processes to achieve bank-wide customer visibility, launch targeted marketing campaigns, and grow new account openings month over month.
Download the case studyReady to see Abrigo's Banking CRM Platform in action?
Get a demoFAQs
What is a banking CRM?
A banking CRM is customer relationship management software built for banks and credit unions. It integrates with the core banking system and gives staff one view of every customer, household, and interaction, so relationship managers, branch staff, and marketers work from the same data. Learn more in our CRM in banking: Benefits, features, and implementation guide.
What CRM do banks use?
Banks use both general CRMs adapted for banking, such as Salesforce and Microsoft Dynamics, and CRMs built for financial institutions, such as Abrigo's 360 View CRM. Community banks and credit unions often choose a banking-specific CRM because it integrates with their core and does not need a custom build.
Is 360 View CRM the same as Abrigo's Banking CRM Platform?
Yes. Abrigo acquired 360 View, and 360 View CRM is now the foundation of Abrigo's Banking CRM Platform. The platform adds Marketing Automation, Actionlytics™, Customer Profitability, and Goals and Incentives.
Does Abrigo's Banking CRM Platform integrate with my core banking system?
Yes. Abrigo's Banking CRM Platform integrates with over 15 core banking systems including FIS, Fiserv, Jack Henry, Finastra, CSI, DCI, COCC, Corelation, and more. Your team gets a complete view of every customer relationship without toggling between systems or manually reconciling data.
Is Abrigo's Banking CRM Platform built for credit unions too?
Yes. The platform serves both community banks and credit unions, and it integrates with credit union cores such as Corelation.
How long does implementation take?
Implementation is divided into clearly defined phases. You will have a dedicated implementation specialist assigned to your institution who will guide you through the entire process from the initial kickoff call through your go-live date. Implementation typically takes between three and six months depending on your institution's size and configuration needs.
Can we roll out Abrigo's Banking CRM Platform in stages?
Yes. How you roll out the platform to your team is entirely in your control. You can deploy different modules in stages and customize access by employee role. For example, you might give lenders access to pipeline management initially while limiting access for tellers. You decide who sees what and when.
Do you recommend a dedicated administrator for Abrigo's Banking CRM Platform?
Yes. We recommend designating a dedicated CRM Administrator to help ensure a successful implementation and strong adoption. We also recommend forming a CRM Committee with representatives from your different business lines to drive consistent use across the organization. This model has proven most successful with our bank and credit union customers.
How is Abrigo's Banking CRM Platform priced?
Our Banking CRM Platform is priced based on your institution's asset size rather than on a per-seat license model, making it cost effective to deploy to every employee across your organization. Contact us to discuss pricing for your institution.
Do you provide training?
Yes. During implementation your team will be trained on all licensed modules so everyone is ready on go-live day. After implementation, Abrigo University provides complimentary live training, interactive self-directed courses, training videos, and additional learning content, all accessible through Abrigo Community.
Does Abrigo's 360 View CRM integrate with Outlook?
Yes. Abrigo's 360 View CRM has two-way synchronization with Microsoft Outlook for both email and calendar events, so every customer interaction is automatically captured without manual data entry.
Do you have email marketing capabilities?
Yes. Abrigo's Marketing Automation includes full email campaign capabilities with Constant Contact integration. All marketing email activity, including delivers, opens, bounces, and clicks, is recorded directly on the customer or prospect record in Abrigo's 360 View CRM.
Is there a community where users can connect with each other?
Yes. As part of the Abrigo Community, you will have access to a networking and resource portal where you can get product support, connect with other users, share ideas, and access training content through Abrigo University. Abrigo also hosts a free virtual 360 View CRM User Group each fall where users can connect with the product team, learn best practices, and hear what is coming next for the platform. And each spring, Abrigo hosts ThinkBIG, a multi-day in-person conference for bank and credit union professionals featuring user groups, sessions, networking, and continuing education opportunities.
Do you have an API?
Yes. Our API allows you to query and update the main CRM objects including customers, accounts, referrals, incidents, pipelines, and activities. This enables integration with your third-party systems and allows you to extend the platform to fit your institution's specific workflow needs.
How quickly can we get started?
Our team is ready to get you started as soon as you are. Contact us today to schedule a demo and learn more about what Abrigo's Banking CRM Platform can do for your institution.
