BE-terna CRM for Banking
BE-terna CRM for Banking: An AI-assisted banking CRM combining customer insight, sales workflows and compliance operations. Ranked #16 of 38 in Banking CRM Software by our editors (5.9/10); pricing: Pricing on request; best for enterprise banks wanting AI-assisted sales operations.
At a glance
- Editor score5.9 / 10
- PricingPricing on request
- Best forEnterprise banks wanting AI-assisted sales operations
- RM workspaceYes
- Founded2005 · Leipzig, Germany
- Facts checked28 Sep 2026
Where it wins
- 360-degree profiles, portfolio views and guided KYC capture
- AI prioritization and next-best-offer recommendations
- Hybrid deployment with Microsoft and core banking integrations
Where it doesn't
- Pricing requires contacting sales
- Listed support channel is email
- Built on Microsoft Dynamics 365, shaping platform requirements
Our verdict on BE-terna CRM for Banking
BE-terna CRM for Banking is an industry solution built on Microsoft Dynamics 365 CRM for retail, commercial, corporate and fintech banks. It brings marketing, sales and customer service into a 360-degree view covering B2B and B2C relationships. Relationship managers get guided KYC data capture, visual product portfolios, lifecycle views, lead and opportunity management, approval workflows, reminders and meeting summaries. The solution is aimed at mid-market and enterprise organizations that need banking-specific customer, sales and service processes rather than a general-purpose CRM.
Microsoft ecosystem fit is a central strength. Integrations include Outlook, Excel, Teams and SharePoint, alongside core banking systems and APIs. Deployment supports cloud and self-hosted models, while the product description also cites on-premises and hosted options, giving banks flexibility around architecture. Mobile access, omnichannel case creation, routing and SLA monitoring extend the workspace beyond sales. GDPR consent, anonymization and compliance workflows add regulatory process coverage within the same environment.
The standout capability is the combination of banking context and AI-assisted selling: opportunity prioritization and next-best-offer recommendations sit alongside portfolio and lifecycle views. Sales automation, service cases and approval workflows make the product broad enough for coordinated commercial operations. Pricing follows a contact-sales model, and the listed support channel is email. Banks already aligned with Microsoft Dynamics 365 and seeking hybrid deployment should find the fit strongest. Organizations wanting a standalone CRM outside the Microsoft ecosystem, or a narrowly focused sales tool, should consider alternatives.
BE-terna CRM for Banking pricing
BE-terna CRM for Banking fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Yes |
| Regulatory workflows | Yes |
| Service case management | Yes |
| Deployment | Hybrid |
| Deployment | Cloud, Self-hosted |
| Compliance & security | GDPR |
| Support | |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 6 integrations: Microsoft Outlook, Microsoft Excel, Microsoft Teams, Microsoft SharePoint, Core banking systems, APIs |
| Pricing | Pricing on request |
| Website | be-terna.com |
| Facts checked | 28 Sep 2026 |
BE-terna CRM for Banking integrations
BE-terna CRM for Banking lists 6 integrations on its own site.
- Microsoft Outlook
- Microsoft Excel
- Microsoft Teams
- Microsoft SharePoint
- Core banking systems
- APIs
Alternatives to BE-terna CRM for Banking
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all BE-terna CRM for Banking alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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