Industry expertise for Banking & finance from day one
KYC & AML workflows with on-time revalidation
Banking & finance CRM
The CRM for Banking & finance
Banks, savings banks, online brokers, fintechs. Compliance-secure processes, KYC/AML tracking, complete audit trails, and structured customer support. Ouhud CRM provides tailored modules, fields, pipelines and templates for Banking & finance rather than a generic system.
Banking & finance workspace
GDPR-compliant
20+ channels
AI & automation
What Ouhud CRM prepares for Banking & finance
Tailored modules, fields & pipelines
Auditable processes with a complete history (MaRisk)
More deals, less administration
Role and permission management per relationship manager and product
How to set up your industry workspace
1
Choose industry
2
Enable modules & fields
3
Customize pipeline & templates
4
Save workspace and get started
Frequently Asked Questions
Is Ouhud CRM suitable for Banking & finance?
Yes. Banking & finance has a preconfigured workspace with suitable modules, fields, pipelines and templates that you can customize further.
Which features are included for Banking & finance?
Customer records, leads, pipelines, quotes, invoices, over 20 communication channels, an AI assistant and workflow automation, which can be combined to suit your configuration.
Are the data GDPR-compliant?
Yes. GDPR tools, audit logs, role-based access control and tenant isolation are built in. An EU-hosted AI service or a local model keeps data in the EU.
More industry CRMs
Ready for a Banking & finance CRM?
Start with an industry-ready workspace and expand features, automations and fields step by step.