In-depth analysis of top 4 global CRM platforms for banking sector
Market leader with most comprehensive features
Best Microsoft ecosystem integration
Strongest core banking integration
Enterprise ERP excellence
| Feature | Salesforce | Microsoft | Oracle | SAP |
|---|---|---|---|---|
| 360° Customer View | ||||
| AI/ML Capabilities | ||||
| Predictive Analytics | ||||
| Next Best Action | ||||
| Omnichannel Engagement | ||||
| KYC/AML Automation | ||||
| Customer Journey Mapping | ||||
| Relationship Banking | ||||
| Wealth Management | ||||
| Mobile Banking App | ||||
| Real-time Analytics | ||||
| Marketing Automation | ||||
| Lead Scoring | ||||
| Campaign Management | ||||
| Customer Segmentation | ||||
| Chatbot/Virtual Assistant | ||||
| Document Management | ||||
| Workflow Automation | ||||
| Third-party Integrations | ||||
| Open API Architecture |
Based on comprehensive analysis, here's the optimal feature set combining best practices from all four systems
EVIA IP CRM should adopt a hybrid best-of-breed approach:
By combining these best practices, EVIA IP CRM can deliver enterprise-grade capabilities with better usability and more competitive pricing than any single vendor solution, specifically tailored for BiH and regional banking market needs.