Infosys Relationship Manager Workbench
Infosys Relationship Manager Workbench: A banking RM workspace for customer context, risk profiling and workflows. Ranked #8 of 38 in Banking CRM Software by our editors (6.8/10); pricing: Pricing on request; best for banks needing a relationship-manager workbench.
At a glance
- Editor score6.8 / 10
- PricingPricing on request
- Best forBanks needing a relationship-manager workbench
- RM workspaceYes
- Founded1981 · Bengaluru, India
- Facts checked28 Sep 2026
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.
Our verdict on Infosys Relationship Manager Workbench
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 and risk profiling, and includes feedback management and automated workflows. Its intended users are banks seeking a dedicated RM workspace, including small and medium-sized banks as well as larger institutions. Mobile and laptop access suits teams that need the workbench across devices; it is not positioned as a general-purpose banking CRM covering every customer or operational function.
The product’s Microsoft Power Platform foundation shapes its ecosystem fit. Listed integrations include Microsoft Dataverse, Power Apps, Power Automate and Power BI, while its architecture is described as integration-ready for upstream, downstream and CRM systems. That makes it relevant to banks building around Microsoft tools or connecting the workbench to existing systems. Buyers should still assess how their particular systems and workflows would connect; the available information describes integration readiness rather than specific connectors or implementation steps.
Infosys uses a contact-sales pricing model, so prospective buyers need to approach the vendor for commercial details. The feature set centers on RM productivity: customer and product context, policy synchronization, risk evaluation, customer feedback and workflows. Banks looking specifically for that workbench may find the scope a fit; those seeking a broader CRM suite should compare alternatives with wider feature coverage. Infosys, founded in 1981 and headquartered in Bengaluru, India, continues to identify the RM workbench as an active solution in its later low-code profile; the Workbench PDF is dated 2024.
Infosys Relationship Manager Workbench pricing
Infosys Relationship Manager Workbench fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Not verified |
| Portfolio views | Not verified |
| Regulatory workflows | Not verified |
| Service case management | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Microsoft Dataverse, Microsoft Power Apps, Microsoft Power Automate, Microsoft Power BI |
| Pricing | Pricing on request |
| Website | infosys.com |
| Facts checked | 28 Sep 2026 |
Infosys Relationship Manager Workbench integrations
Infosys Relationship Manager Workbench lists 4 integrations on its own site.
- Microsoft Dataverse
- Microsoft Power Apps
- Microsoft Power Automate
- Microsoft Power BI
Alternatives to Infosys Relationship Manager Workbench
- 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 Infosys Relationship Manager Workbench alternatives →
Infosys Relationship Manager Workbench vs the competition
- Infosys Relationship Manager Workbench vs Salesforce Financial Services Cloud
- Infosys Relationship Manager Workbench vs Fiserv Enteract
- Infosys Relationship Manager Workbench vs Zoho BFSI CRM
- Infosys Relationship Manager Workbench vs FIS Connections CRM
- Infosys Relationship Manager Workbench vs Pega Client Lifecycle Management
- Infosys Relationship Manager Workbench vs CRMLead Pro
Compare Infosys Relationship Manager Workbench with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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