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Head-to-head · Banking CRM Software

Fiserv Enteract vs Infosys Relationship Manager Workbench

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Fiserv Enteract #2 in Banking CRM Software 8.2/10 Pricing on request ✓ 4 of 5 features Visit Fiserv
Infosys Relationship Manager Workbench #8 in Banking CRM Software 6.8/10 Pricing on request ✓ 1 of 5 features Contact Infosys

Fiserv Enteract leads on 3 checks, Infosys Relationship Manager Workbench on 0, and 2 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFiserv Enteract · 8.2/10
  • Most featuresFiserv Enteract · 4 of 5

Fiserv Enteract scores higher on our rubric for banking crm software: 8.2 against 6.8 out of 10; our editors rank them #2 and #8.

Fiserv Enteract offers customer onboarding; Infosys Relationship Manager Workbench doesn't publish it. Fiserv Enteract offers regulatory workflows; Infosys Relationship Manager Workbench doesn't publish it. Fiserv Enteract offers service case management; Infosys Relationship Manager Workbench doesn't publish it.

Fiserv Enteract is the better fit for banks wanting integrated sales, service and onboarding. Infosys Relationship Manager Workbench is the better fit for banks needing a relationship-manager workbench.

  • Fiserv Enteract fits best

    Banks wanting integrated sales, service and onboarding

  • Infosys Relationship Manager Workbench fits best

    Banks needing a relationship-manager workbench

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes our verdict. How we rank.

Side by side

Feature Fiserv Enteract 8.2/10 Visit ↗ Infosys Relationship Manager Workbench 6.8/10 Visit ↗
At a glance
Editor score 8.2 6.8
Ranking #2 in Banking CRM Software #8 in Banking CRM Software
Best for Banks wanting integrated sales, service and onboarding Banks needing a relationship-manager workbench
Pricing model Paid Paid
Starting price Not published Not published
Free plan — Not published
Free trial — —
Deployment Cloud, Mobile Cloud
Integrations 5 integrations 4 integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Fiserv Enteract 4/5 · Infosys Relationship Manager Workbench 1/5
RM workspace ✓ ✓
Customer onboarding ✓ (best) Not published
Portfolio views Not published Not published
Regulatory workflows ✓ (best) Not published
Service case management ✓ (best) Not published
Specs
Deployment Cloud Cloud
Our review
Pros
  • Combines customer relationship views with lead, referral and pipeline management
  • Supports onboarding, screening, compliance workflows, document management and e-signing
  • Connects case automation with core-banking and Microsoft integrations
  • Brings customer and product information together on demand.
  • Supports risk profiling, feedback management and automated workflows.
  • Works on mobile and laptop, with Microsoft Power Platform integrations.
Cons
  • Pricing requires contacting Fiserv
  • No free plan is offered
  • Its banking-specific workflows may be more than teams seeking a general CRM need
  • Pricing requires contacting Infosys.
  • Its focus is relationship-manager work rather than a broad banking CRM suite.
  • Integration-ready architecture may require coordination with connected systems.
Our verdict

Fiserv Enteract is a banking CRM built on Microsoft Dynamics 365 for retail, commercial and mid-sized financial institutions. It brings customer and relationship views together with sales pipelines, onboarding, account opening and service…

Read the review →

Infosys Relationship Manager Workbench is a cloud-based banking work-support platform centered on the relationship manager’s day-to-day customer work. It brings customer and product information together, supports product-policy awareness…

Read the review →
  1. Fiserv EnteractBanking CRM Software 8.2Pricing on request
  2. Infosys Relationship Manager WorkbenchBanking CRM Software 6.8Pricing on request

Strengths and trade-offs

  • Fiserv Enteract — where it wins

    • Combines customer relationship views with lead, referral and pipeline management
    • Supports onboarding, screening, compliance workflows, document management and e-signing
    • Connects case automation with core-banking and Microsoft integrations

    Where it doesn't

    • Pricing requires contacting Fiserv
    • No free plan is offered
    • Its banking-specific workflows may be more than teams seeking a general CRM need

  • Infosys Relationship Manager Workbench — where it wins

    • Brings customer and product information together on demand.
    • Supports risk profiling, feedback management and automated workflows.
    • Works on mobile and laptop, with Microsoft Power Platform integrations.

    Where it doesn't

    • Pricing requires contacting Infosys.
    • Its focus is relationship-manager work rather than a broad banking CRM suite.
    • Integration-ready architecture may require coordination with connected systems.
  • Fiserv Enteract8.2/10 · Pricing on request

    A banking-focused CRM that brings relationship management, onboarding and service workflows together.

    Visit FiservFull verdict →
  • Infosys Relationship Manager Workbench6.8/10 · Pricing on request

    A banking RM workspace for customer context, risk profiling and workflows.

    Contact InfosysFull verdict →

More comparisons

All banking CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update