DC metro area's largest community bank looks to Fiserv for a
relationship sales solution designed for banking and built on
Microsoft Dynamics CRM
EagleBank sought an intuitive solution to consolidate disparate system
data and customer touch points into a 360-degree view of relationships
EnAct delivers insight into complex client relationships, helping
EagleBank better identify the financial needs of clients and prospects
BROOKFIELD, Wis.--(BUSINESS WIRE)--
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today that EagleBank has implemented
EnAct™ from Fiserv. EnAct now serves as the bank's system of record for
planning and tracking client management and sales activities, as well as
managing bank-wide sales pipeline and performance.
Bankers across EagleBank's business lines are now using EnAct to bring
complex client relationships into focus and to identify the financial
needs of clients and prospects. EnAct is enabling EagleBank to
standardize relationship management practices, reduce manual reporting
and facilitate collaboration across business lines while also helping to
improve transparency to opportunities and sales results.
"EagleBank was created to be different; we want to know our customers
and their businesses from ground floor to top level management," said
Steven A. Reeder, Executive Vice President and Chief Deposit Officer.
"With EnAct, we can consolidate and organize data from across the
organization into a single view, so everyone - from executives to
frontline employees - has seamless access to customer information."
Headquartered in Bethesda, Maryland, EagleBank has offices across
Maryland, Northern Virginia and Washington, DC, and has assets of more
than $5 billion. The bank focuses on providing superior customer service
and custom financial solutions for business in their local communities
with a branded promise of "Relationships F.I.R.S.T." - an acronym for
Flexible, Involved, Responsive, Strong and Trusted.
To support its client relationship strategy, EagleBank sought a banking
CRM system that would meet its immediate needs and adapt to support the
bank's rapid growth. The bank wanted a solution that was intuitive to
consolidate information into a 360° view of client relationships. After
evaluating several options, EagleBank chose EnAct, powered by Microsoft
Dynamics CRM®, as an enterprise solution for sales and
"More than ever, banks are leveraging tools like EnAct to help them do
more with less," said David Dervish, managing director, EnAct, Fiserv.
"Growth-oriented institutions like EagleBank recognize the role
technology can play in executing a relationship sales strategy. They
understand the value of arming their bankers with advanced tools for
business development and client relationship management."
EnAct is built on Microsoft Dynamics CRM, a best-in-class customer
relationship management platform that is relied upon by more than 40,000
organizations across all industries. EnAct seamlessly integrates with
Microsoft Outlook and other Office applications. It supports integration
to multiple systems and can be readily deployed to tablets and mobile
Leveraging deep expertise in banking technology, Fiserv developed EnAct
as a specialized version of Dynamics CRM with unique functionality for
commercial banking, retail banking and wealth management. EnAct includes
a complete financial relationship data model, a practical integration
framework and an extensive assembly of forms, security features,
dashboards, reports, and workflows, all of which support banking
industry best practices in sales and relationship management.
About Eagle Bancorp, Inc. and EagleBank
Eagle Bancorp, Inc. is the holding company for EagleBank, which
commenced operations in 1998. EagleBank is headquartered in Bethesda,
Maryland, and conducts full service commercial banking through 22
offices, located in Montgomery County, Maryland, Washington, D.C. and
Northern Virginia. EagleBank focuses on building relationships with
businesses, professionals and individuals in its marketplace. www.EagleBankCorp.com.
Fiserv, Inc. (NASDAQ: FISV) is a leader in financial services technology
and one of FORTUNE® magazine's World's Most Admired
Companies. Fiserv enables clients to achieve best-in-class results by
driving quality and innovation in payments, processing services, risk
and compliance, customer and channel management, and business insights
and optimization. For more information, visit http://www.fiserv.com.
Senior Public Relations
Director, Public Relations
Source: Fiserv, Inc.
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