A CRM system built over 400+ projects at BNP Paribas
The Customer Interaction Portal is our own CRM system. It brings CRM, sales optimization and customer satisfaction into one integrated system, connected to SmartBoard for reporting and AI.
Disconnected systems. Manual processes. Lost opportunities.
Twenty years ago CC-Interactive delivered its first customer interaction and banking front-end to BNP Paribas. Since then the system has grown through more than 400 add-on projects across several countries and banking divisions.
Most companies we meet struggle with one or more of these:
- Customer data spread over CRM, core banking, Excel and email
- Sales staff without real-time data to prioritize the right customers
- Manual workflows, slow onboarding and a poor customer experience
- No structured way to measure and improve customer satisfaction
One system, three parts
CRM with a full 360° customer view
Supports the whole customer journey, from onboarding and customer data to product sales, compliance checks and advisory tools. Customer data, products, documents, interaction history, KYC, risk profiles and sales activities sit in one place.
Sales optimization
Robots collect customer and product data, and AI finds sales potential, cross-selling opportunities and early risk signals. Dashboards show sales teams who to contact, what to offer and when.
Insight Measurement Portal
Multi-level surveys where each answer can trigger a follow-up question give far deeper customer insight than standard surveys. AI suggests improvement actions from the results.
“With the Customer Interaction Portal from CC-Interactive, we were able to increase customer satisfaction and at the same time increase sales.”
Frequently asked questions
Who is the CRM system for?
Banks and other companies with many customers, advisers and products, where sales, onboarding, compliance and service have to work in one place. It was first built for BNP Paribas and has grown through more than 400 projects.
Does it replace our core banking system?
No. The Customer Interaction Portal is a front-end and CRM layer. It integrates with your core systems and pulls data in through APIs and robots.
Can it be adapted to our processes?
Yes. It is built on standard components that we configure and extend for each customer, so you get a proven base without forcing your process into a generic tool.
See the CRM system in action
Book a 30-minute demo. We look at your current reporting and show where robots and AI can take over, often starting with a small pilot that pays for itself.