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Persuite Plus — Smart CRM for Banking & Financial Services
Persuite Plus streamlines banking operations with integrated customer onboarding, KYC verification, loan tracking, and investment management. Offering a 360° client view, relationship managers deliver personalized experiences through AI-driven insights. Advanced analytics identify growth opportunities while ensuring compliance with international regulations through complete encryption and access control. Automation simplifies routine tasks with real-time dashboards. From retail banks to investment firms, Persuite Plus seamlessly integrates with existing systems, transforming client engagement and driving efficiency in the digital financial landscape.
WHY PERSUITE PLUS
Smart. Secure. Built for Banking Excellence.
Bank-Grade Security
Advanced encryption and compliance features to protect sensitive financial data.
Customer Lifecycle Management
Track client interactions from onboarding to long-term relationship building.
Regulatory Compliance
Built-in tools to ensure adherence to financial industry regulations.
Multi-Channel Communication
Engage customers across email, SMS, phone, and digital banking platforms.
Automated Reporting
Generate compliance reports and performance analytics with one click.
Integration Ready
Seamlessly connect with core banking systems and third-party tools.
Client Success Stories
Driving growth through trusted partnerships
Vinod Nambiar
Persuite+ has made our daily operations more organized and efficient. It’s easy to use, reliable, and has helped our team manage customers and sales with greater clarity and speed.
Vinod Nambiar
Intelligent Innovations
Manoj Kumar B
The platform has significantly enhanced our operational efficiency and customer engagement. With Persuite+, our lead management and follow-up processes have become more structured and transparent, enabling faster decisions and stronger client relationships. It’s a dependable solution that adds real value to our business.
Manoj Kumar B
Hi-Giene Concepts
Sumesh Rajindran
Our team has experienced remarkable improvement in managing leads and customer interactions. The platform’s automation and smart tracking features have made our sales process faster and more efficient. It’s truly helped us enhance productivity and customer satisfaction.
Sumesh Rajindran
Lalsons Electronics
Vipin C
With Persuite+ CRM, our workflow has become more organized and efficient. It gives us complete visibility of our leads and customer journeys, helping us respond faster and deliver exceptional travel experiences. The platform is reliable, smart, and perfectly suited for our business.
Vipin C
Green Trail Holidays
Deepak V. V
Persuite+ CRM has redefined how we manage our customer relationships. Its intelligent automation, seamless interface, and real-time insights have empowered our team to work smarter and close deals faster. Truly a world-class CRM solution backed by exceptional support.
Deepak V. V
Nia Fia Health & Wellness Club
Frequently Asked Questions
Persuite+ CRM is an advanced Customer Relationship Management platform engineered to optimize your sales, marketing, and operational workflows. It empowers businesses to efficiently manage leads, track opportunities, automate follow-ups, and deliver actionable insights. all through a unified, intelligent interface.
Yes, absolutely. Please fill out this form and our team will be in touch with you to arrange a personalized demo at a convenient time for you.
No, you don’t need to provide any credit card information to start a trial. You can sign up and explore Persuite+ completely free during the trial period.
Yes, you can add or remove users and upgrade or downgrade your plan anytime based on your business needs.
A CRM helps you manage leads, track sales, improve customer relationships, and grow your business efficiently
Yes, data security is our top priority. Persuite uses advanced encryption, multi-factor authentication (2FA), and role-based access control to protect your business data.
Yes! Persuite offers both web and mobile access with secure logins (MPIN & Biometric), ensuring your team can manage leads and follow-ups anytime, anywhere.
