PeopleSoft CRM for Financial Services

Oracle's PeopleSoft CRM for Financial Services is a solution for banking and capital markets, to manage customers relationships across all channels and customer touchpoints. PeopleSoft's CRM for Financial Services is designed to meet the most demanding requirements of financial services institutions. It enables financial institutions to increase customer satisfaction and retention and expand relationships with customers by providing outstanding, personalized service.

CRM for Financial Services is an industry solution in Oracle's PeopleSoft Enterprise product line.


  • Industry Solution: Oracle delivers industry functionality that integrates easily with existing enterprise applications and databases. With PeopleSoft Enterprise CRM for Financial Services helps firms can leverage customer information to cross-sell and up-sell products and services, maximizing profitability and increasing customer retention.
  • Multichannel Sales for Banking: Implement successful customer acquisition and retention strategies by enabling customers, branch employees, and contact center agents to easily access product catalogs and information, select and configure product options, submit new account applications, and track trailing documents.
  • Contact Center for Banking: Help customers and employees to execute banking transactions easily with easy-to-use branch scripting, a robust solution advisor, advanced search tools, and a knowledge base for fast problem resolution.
  • Banking Transactions: Supports typical banking transactions such as check copy, funds transfer, statement copy, stop payment, and customer profile changes.
  • Extended and Enhanced Relationship Data Models: Define your financial products and services and capture industry-specific customer attributes.
  • Prebuilt Businesses Processes: Follow processes that reflect the core transactional needs of the financial services industry.
  • Prebuilt Integration at the Process and Data Level: PeopleSoft integrates business processes across the front office and into the back office, offers a robust architecture for integrating applications and data, and leverages existing technology investments. The PeopleSoft Integration Broker provides prebuilt PeopleSoft Integration Points that can retrieve data from legacy systems at runtime, unify and display the data, and manipulate it.