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Financial Software & Services

Banking CRM Software

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Enhance your customer relationships, streamline operations, and drive business success.

Why Choose Orases?

5.0 / 5.0

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At Orases, we understand the dynamic nature of the banking sector and the pivotal role of Customer Relationship Management (CRM) in shaping successful banking experiences.

Our approach to CRM software development for banks is centered on creating comprehensive solutions that facilitate seamless management of customer relationships, ensuring banks can effectively attract, engage, and retain clients while improving operational efficiency.

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Established
2000
About us
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Client Retention Rate
96%
Reviews
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Clients
950+
Results
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Net Promoter Score
84
Awards
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USA Based
100%
Culture
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Custom Software We Develop

Engaging solutions that are proven to work.

Orases has developed a wide range of custom software solutions across a multitude of industries over the years. Here is what we offer our business clients, regardless of the size or industry they operate in:

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Advanced Web Applications

We will design and develop applications for your organization’s website. These applications are well-optimized for performance without sacrificing security.

Advanced Web Applications
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API Development

The APIs developed at Orases provide businesses with the ability to run testing automations to check app performance, are able to integrate with multiple apps & systems and can be adapted to new processes & software.

API Development
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Application Modernization

If your product is using legacy software and needs to be updated, Orases will perform a complete refactor of the code. This will allow it to be faster and more customizable when attempting to use or update the program.

Application Modernization
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Application Re-Engineering

Our custom software developers are committed to eliminating bugs and issues with all types of software solutions and applications. We will work to keep your organization’s software up and running without problems.

Application Re-Engineering
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Auditing Software

Businesses that acquire custom audit software are able to improve efficiencies by automating audit-related processes. All custom audit software we develop adheres to all industry compliance regulations.

Auditing Software
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Case Management Software

Organizations in fields that involve case work can benefit from case management software. Our case management software improves internal communication, information sharing between departments & report generation.

Case Management Software
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Cloud Applications

Our custom software development team develops cloud applications that use remote servers for processing logic, can be accessed through internet browsers and offers the same functionality of a native app with additional key advantages.

Cloud Applications
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CRM Software

With CRM software, businesses are not only able to improve customer relationships but can also increase productivity, improve lead generation and strengthen their security.

CRM Software
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E-commerce Applications

We will develop an e-commerce application for organizations looking to sell their products online. These applications will enable companies to accept payments and handle every portion of commerce online.

E-commerce Applications
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Enterprise Applications

Enterprise applications allow companies to conduct important business operations. We will assist your organization in the development of a custom enterprise application.

Enterprise Applications
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ERP Software

The custom ERP software solutions we develop have been proven to effectively consolidate data and streamline processes with advanced automations and integrations.

Custom ERP Software
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Grant Management Software

The grant management software solutions developed at Orases are designed to simplify the grant application process, provide advanced reporting capabilities and can integrate with existing CRM, BPM or ERP software systems.

Grant Management Software
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HIPAA Compliant Applications

Businesses and organizations which operate within HIPAA compliant industries are required to have secure applications which adhere to HIPAA compliance guidelines. We have years of experience developing secure and innovative HIPAA compliant applications.

HIPAA Compliant Applications
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Inventory Management Software

By integrating inventory management software with a custom warehouse management system, organizations are able to view precise inventory levels, improve order management efficiency, and increase the accuracy of sales forecasting.

Inventory Management Software
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Legacy Systems

Regardless of the system your organization works with, our team will develop legacy software for you to use. We have extensive experience with a range of technologies & will work to create your application using the legacy software.

Legacy Systems
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SaaS Applications

Software as a service (SaaS) allows companies to purchase your software on a subscription basis. Our team will develop a SaaS application to maximize your organization’s profitability.

SaaS Applications
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System Integration

We are able to integrate systems & applications that handle accounting, customer relationship management, content management, enterprise resource planning and reporting to provide businesses with seamless communications.

System Integration
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Warehouse Management Systems

Through the implementation of a custom warehouse management system, supply chain organizations are able to optimize workflows, streamline processes, and view real-time data across all locations and points of the supply chain lifecycle.

Warehouse Management Systems
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Web Portals

The development team here at Orases has years of experience building highly custom web portals which focus on improving process efficiencies and enterprise-wide collaboration through user-centric features, advanced automations, and seamless third-party software integration capabilities.

Web Portals
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Notable Features & Functionalities Banking CRM Software Offers

What Orases CRM software can provide for you.

A transformative experience for both your financial institution and your customers.

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Customized Solutions For Diverse Banking Needs

Our CRM software is not a one-size-fits-all solution. We tailor it to meet the specific requirements of your bank, whether it’s for retail banking, corporate services, or wealth management.

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Seamless Integration With Existing Systems

Orases CRM integrates effortlessly with your existing banking systems, ensuring data consistency and minimizing disruption to your current operations.

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Expert Consulting & Support

Our team of experts provides comprehensive consulting services, from system planning and implementation to ongoing support and training.

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Enhanced Customer Engagement

Deliver a more personalized banking experience, leading to increased customer satisfaction and loyalty.

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Operational Efficiency

Automate and optimize workflows to save time and resources, allowing staff to focus on high-value activities.

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Data-Driven Decision Making

Harness the power of analytics for strategic planning, market segmentation, and customer retention strategies.

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Increased Sales & Marketing ROI

Utilize targeted marketing tools and customer insights to increase cross-selling and upselling opportunities.

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Improved Compliance & Security

Maintain regulatory compliance with robust data security measures integrated into the CRM system.

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Scalability & Flexibility

Adapt to changing market demands and customer needs with a scalable solution designed for the dynamic banking environment.

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Banking CRM Software Development Costs

A frame of reference when planning for your organization’s custom software project.

Pricing for custom software development can vary greatly, depending on functionality/feature requests, technology stack requirements, and expected completion timeline.

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$50,000 – $200,000

Developing smaller general software solutions with some complex features.

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$500,000 – $1,500,000

Developing specialized software programs that can be designed for customer use.

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$2,000,000+

Developing massive software projects designed fully automate large business operations.

Custom Software Development: The Ultimate Guide

Ranging from tips on when to choose custom software and how to choose the right custom software development company to what to expect during development, our ultimate custom software development guide has it all.

Custom Software Development Guide
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The Orases Process

How we work, from start to finish.

Our banking CRM software development team has years of experience designing and developing unique & innovative custom software using a streamlined, repeatable process.

01

Idea

This involves documenting key business processes and eliciting needs and concerns from stakeholders. Additionally, risks associated with introducing new software are evaluated, and mitigation measures are planned. For commercial software products, this phase also includes conducting competition analysis, understanding the target audience’s needs, defining product differentiation, and addressing obstacles to market entry, such as regulatory barriers.

02

Define Goals

Defining goals involves composing a comprehensive list of requirements and expectations, ensuring alignment between stakeholders and the development team. By starting with a precise definition of the project’s specific requirements and scope, clarity and focus are ensured, laying a solid foundation for the development process to follow.

03

UX/UI Design

UX/UI design will determine the software’s appearance at the user level, defining app architecture, and integrating existing enterprise systems for cost-effectiveness and reliability. Additionally, UX research is conducted to outline user personas and scenarios, followed by the creation of wireframes and clickable prototypes to visualize user interactions.

04

Development

Our development team begins working on the essential components of the software. This involves continuous delivery of new software parts, with ongoing analysis of emerging needs and release planning. Mockups are delivered and reviewed to ensure alignment with requirements before developers proceed with developing, testing, and migrating approved software parts to staging and production environments for deployment.

05

Testing

Orases will conduct thorough verification of functionality and performance, including performance monitoring and utilizing analytics tools for ongoing evaluation. Feedback is gathered from project sponsors and users on the results of the release, and the outcomes are reviewed to approve the scope of the next release. Continuous improvement is prioritized through iterative testing and refinement based on insights gained from monitoring tools.

06

Deployment

Deployment involves pushing the finalized product to the live server and conducting user testing to ensure it meets stakeholder expectations. Additionally, software monitoring processes are established to track performance and address any issues that may arise post-deployment.

07

Training & Support

This step includes conducting project evaluations and performing knowledge transfer sessions to your in-house IT team or other vendors involved. Comprehensive training and documentation are offered to users, empowering them to utilize the software effectively. Finally, a final report is provided, and confirmation for project closure is requested to conclude the development cycle.

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Awards & Recognitions

Proof our banking CRM software continues to excel.

Orases Firmstalk Award 2024
SelectedFirms Top Web Development Company 2023
TopDevelopers Top Web Developers 2023 Award
Clutch award
digital best
Find Best Web Dev May 2021 Award
View All Awards
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Industries We Build Custom Software For

Software built to address specific needs of organizations everywhere.

We tailor fit software to address the specific needs, pain points, and processes for the following industries.

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Automotive
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Cannabis
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FinTech
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Healthcare
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Hospitality
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Insurance
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Logistics
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Media & Entertainment
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Manufacturing
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Oil & Gas
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Professional Services
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Restaurant
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Retail
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Shopper Marketing
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Sports
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Transportation
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Travel
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Our Banking CRM Software Speaks For Itself

But so do our clients.

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Logan Gerber – Marketing Director at NFL Foundation

“Orases successfully built efficiencies into our prototype and delivered a high-quality platform.”

See The Project
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Matt Owings – President at Next Day Dumpsters

“They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.”

See The Project
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Donald J. Roy, Jr., CPA – Executive Vice President at American Kidney Fund

“Orases built a platform that’s boosted productivity by about 30%…”

See The Project
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Torey Carter-Conneen – Chief Operating Officer at American Immigration Lawyers Association

“Not only do they want to succeed, they strive to produce functionally and visually unique software.”

See The Project
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Frequently Asked Questions

Answers to the questions that’s been on everyone’s mind.

How Does CRM Software Improve Customer Service In Banks?

CRM software helps banks provide personalized service by giving a 360-degree view of the customer, which includes past interactions, products owned, and customer preferences. This enables better service delivery, quicker resolution of issues, and more tailored product offerings.

How Does Banking CRM Software Help With Regulatory Compliance?

Banking CRM software helps ensure compliance by maintaining detailed records of customer interactions and transactions, providing audit trails, and supporting compliance reporting requirements. It can also be configured to flag actions that may violate regulations.

Can Banking CRM Systems Be Customized To Fit Different Types Of Banks?

Yes, banking CRM systems are highly customizable to cater to the specific needs of retail banks, commercial banks, investment banks, and other financial institutions. Customization can address specific workflows, products, and regulatory requirements.

What Security Features Should Be Considered In Banking CRM Software?

Important security features include data encryption, role-based access control, secure authentication mechanisms, regular security audits, and compliance with financial industry standards and regulations like GDPR, HIPAA, and others depending on the region.

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Featured Insights

Take a deeper dive into the world of possibilities banking CRM software offers.

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Blockchain in Finance: The Role of Custom Software in Transforming Financial Services

Take a closer look at the many benefits that custom financial software development can give the broader financial industry.

Read More
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Integrating Financial Risk Management Software into Existing Financial Systems

Learn more about how integrating financial risk management software into your existing financial systems can streamline your processes.

Read More
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Related Services & Solutions

We’ve got everything you need.

Application Services

Infrastructure Services

Consulting & Advisory

Integration/Modernization

Custom Web Application

Testing & QA

Mobile Applications

UI/UX Design

Our client relationships go beyond technology.

Orases Clutch Reviews Widget

Orases successfully built efficiencies into our prototype and delivered a high-quality platform.

See the project
NFL Logo

Logan Gerber

Marketing Director at NFL Foundation

Orases Clutch Reviews Widget

They’re so approachable and willing to go above and beyond.

See the project
ASID

Joseph Cephas

VP of Communications

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I don’t believe that we would have been successful without our collaboration with Orases.

See the project
SCI

John Dumas

CEO

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They plug in seamlessly to a team and can handle the full project end-to-end.

See the project
MLB

Ken Isaacson

VP of Project Management

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They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.

See the project
Next Day Dumpsters

Matt Owings

President

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84
Net Promoter Score
(17 is the industry average)
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100%
U.S.-Based
(We never outsource coding)
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5.0
Clutch Rating
(First in industry)
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4.8
Google Review
(in business since 2000)

Schedule Your No Obligation Consultation

Let's do a 30-minute, no-pressure consultation and find out if we are a good fit for your vision.

On the call we will...

  • Review your vision
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  • Get a feel if Orases is right for you
  • Take the first step toward making your vision a reality
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301.756.5527

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Important Update: Protect Yourself from External Scams

We have been made aware of a scam where individuals are fraudulently using the Orases name to offer fake freelance opportunities through platforms like WhatsApp and other messaging apps.

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Orases does not recruit or offer freelance opportunities through unsolicited messages or third-party apps.

Official communication from Orases will always come from an @orases.com email address or through our official website at www.orases.com.

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