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 using EnAct that is enabling EagleBank to standardize relationship management practices, reduce manual reporting and facilitate collaboration across business lines while improving transparency to opportunities and sales results.
EagleBank has selected EnAct — powered by Microsoft Dynamics CRM — as an enterprise solution for sales and relationship management, to benefit by getting a 360° view of client relationships.
“With EnAct, we can consolidate and organize data from across the organization into a single view, so everyone – from executives to frontline employees – has access to customer information,” said Steven A Reeder, executive vice president and chief deposit officer of EagleBank.
Headquartered in Bethesda, Maryland, EagleBank has offices across Maryland, Northern Virginia and Washington, DC, and has assets of more than $5 billion.
Nearly 40,000 organizations across all industries are utilizing EnAct that integrates with Microsoft Outlook and other Office applications. It supports integration to multiple systems and can be readily deployed to tablets and mobile devices.
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.