Banking and Finance Software

Achieve Greater Profitability with Lead Management Software

The finance and banking industries fluctuate rapidly. Your company must constantly evolve to meet new rules, standards and customer needs. It’s important to act quickly! A delay in the execution of a call can have enormous financial repercussions and diminish customer satisfaction or sales.

VanillaSoft's lead management software offers a wide variety of comprehensive features to increase your company’s ROI (return on investment) and ROT (return on time). Customer calls are rapidly routed in an efficient, timely manner, and no lead is left behind.

VanillaSoft features call activity reporting and sales breakdown by lead source. These are just some of the ways that our lead management software enables the banking and finance industries to achieve greater profitability. In a recent survey, 94% of our customers reported increased productivity with less time and effort.

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Advanced Security to Protect Customer Data

The security of your data is a top priority. VanillaSoft's lead management software solution is designed to protect your data, and our hosting center is among the most advanced in the world, with 256-bit secure socket layer (SSL) technology. Customers can feel safe that their personal information will not be compromised.

  • User authentication with unique usernames and passwords are encrypted during transmission
  • Databases are not directly available from the public Internet
  • User and session information uses advanced security methods based on dynamic data and encoded session IDs
  • Data is stored on world-class redundant storage SAN disks, with backups every 15 minutes
  • Our SSAE16​ audited hosting center has redundant electrical generators, video surveillance, badge-only access, and state-of-the-art water and fire detection systems
Banking and Finance Software



Banking and Finance Software

Workflow Automation

VanillaSoft's lead management software automates the processing of inquiries, requests and referrals. Increase cross sales and up sales through interdepartmental referrals, timely follow-up, and tracking account activity.

Easily customize forms and fields with industry terminology for merging and data management. VanillaSoft also provides central document management. Store the most updated company documents and attach personalized documents directly to the contact record.

Representatives can instantly receive intercompany referrals or third-party leads with our live Web lead integration. The new lead is immediately routed to the right person for follow-up. As the new lead moves up the process the referrer or lead source can be instantly notified of the current lead status.



Spotlight Features

Document Storage

VanillaSoft's document storage feature offers managers the ability to upload the most recent company documents to a centralized location. Automatically attach these documents to emails or reference them during calls. You can create mail merges for personalization and automatically attach the document to a contact record.

Web Reporting

The Web Reports Wizard in VanillaSoft lets you build reports based on last call information, using the preformatted Call Activity Report Template. Include any of your fields in reporting, such as custom fields, call information, or script responses gathered during the call. Group and filter reports by your choice of fields. Generate lead sheets in PDF and export reports to Microsoft Excel© with a click of the button for further analysis.

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Banking and Finance Software