Gain and retain business

Baker Hill NextGen bank and loan origination CRM focuses on the sales management stage of the relational cycle, addressing the need to attract and retain valuable clientele.

  • Each line of business, calling officer, and service team member will achieve individual performance targets
  • Facilitates communication across the institution regarding client activity, goals, and opportunities

Maximize client relationships

Capture and manage pertinent client and prospect information, including:

  • Contacts
  • Call activity and touch history
  • Products and collateral
  • Sales opportunities
  • Client classification and segmentation
  • Relationship groups
  • Client-specific relationship plans
  • Referrals
  • Correspondence groups

Turn strong relationship management into healthy ROI

Baker Hill NextGen bank and loan origination CRM supports each stage of the relationship management process, delivering a strong return on investment throughout your organization.  

  • Encourages strategic sales planning and service integration across lines of business
  • Streamlined quick-view interface offers a snapshot of client value and risk
  • Call activity management ensures clients can speak to any relationship manager
  • Prioritize opportunities by probability of close, stage, and anticipated close date while also tracking sales opportunities types, amounts, and fees
  • Unique strategies manage external referral sources actively and improve the number and quality of referrals