Fiserv Enteract
Fiserv Enteract: A banking-focused CRM that brings relationship management, onboarding and service workflows together. Ranked #2 of 38 in Banking CRM Software by our editors (8.2/10); pricing: Pricing on request; best for banks wanting integrated sales, service and onboarding.
At a glance
- Editor score8.2 / 10
- PricingPricing on request
- Best forBanks wanting integrated sales, service and onboarding
- Free planNo
- RM workspaceYes
- Founded1984 · Milwaukee, Wisconsin, United States
- Facts checked28 Sep 2026
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
Our verdict on Fiserv Enteract
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 workflows. Relationship managers can work with leads, referrals and opportunities, while role-based dashboards provide performance indicators. The scope makes Enteract a fit for banks that want customer-facing teams to work across sales, onboarding and service in one banking-oriented system, rather than a general CRM focused mainly on sales tracking.
Its banking workflow coverage extends from applicant screening and compliance enforcement through document management and e-signing. For ongoing service, Enteract automates service requests and case management, including routing and SLA escalation. The integration framework covers core banking and enterprise systems, while named Microsoft connections include Outlook, SharePoint, Office 365 and Power Platform. Microsoft Copilot assistance is described for sales and service activities. This blend of bank processes and Microsoft ecosystem connections is most relevant to institutions seeking to coordinate relationship work with onboarding and operational follow-through; buyers focused on a narrower sales pipeline should weigh whether they need the broader workflow set.
Enteract is delivered through the Microsoft cloud, with cloud and mobile deployment listed, and web among its supported platforms. That combination suits organizations looking for cloud delivery with mobile-ready capabilities. According to Fiserv's pricing information, prospective customers are directed to contact the company; there is no free plan. Buyers should therefore expect a sales conversation rather than selecting a published self-serve tier. Enteract is a stronger fit for mid-market and enterprise financial institutions evaluating an integrated banking CRM than for teams that need a free starting point or a lightweight, broadly applicable CRM.
Fiserv Enteract pricing
Fiserv Enteract fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Not verified |
| Regulatory workflows | Yes |
| Service case management | Yes |
| Deployment | Cloud |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Microsoft Outlook, Microsoft SharePoint, Microsoft Office 365, Microsoft Power Platform, Core banking systems |
| Pricing | Pricing on request |
| Website | fiserv.com |
| Facts checked | 28 Sep 2026 |
Fiserv Enteract integrations
Fiserv Enteract lists 5 integrations on its own site.
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Office 365
- Microsoft Power Platform
- Core banking systems
Alternatives to Fiserv Enteract
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
- FIS Connections CRMA banking-focused CRM for household profitability, marketing automation and sales incentives.7.4
See all Fiserv Enteract alternatives →
Fiserv Enteract vs the competition
- Fiserv Enteract vs Salesforce Financial Services Cloud
- Fiserv Enteract vs Zoho BFSI CRM
- Fiserv Enteract vs FIS Connections CRM
- Fiserv Enteract vs Pega Client Lifecycle Management
- Fiserv Enteract vs CRMLead Pro
- Fiserv Enteract vs Microsoft Dynamics 365 for Financial Services
Compare Fiserv Enteract with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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