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Finance & Insurance 1

CRM FOR FINANCE AND
INSURANCE

Ensuring strong customer loyalty
Ensure strong customer loyalty


You can achieve this with our reliable CRM

  • with 100% EU-GDPR compliant data storage
  • with central management of the multitude of customers and products
  • by analyzing your data collection, as a basis for targeted measures to build trust

Your customers expect modern business processes


Your customers are already working digitally, so they expect you to be digital. Because they appreciate the convenient business transactions associated with it. In order to remain competitive, a uniform database and efficient, digital processes are required. Unfortunately, data transmissions and processing are still often done manually even today. Various systems need to be searched for this. This will cost you about 30 of your daily working hours. Time that can be used better for your customer loyalty.

The GEDYS IntraWare CRM for Finance and Insurance supports your customer management with well-structured digital customer files, promotes collaboration and is also available as an app for mobile working.

Flexibility and efficiency

With its modular design, our CRM software offers plenty of space for the individual requirements of your financial or insurance company. We flexibly adapt our solutions to your exact needs so that your business processes are productive and efficient.

Can count on partners

In the financial and insurance sector, trust and reliability are particularly important for customer loyalty. Your customers trust you and you trust in us, which is why we and our partners are always at your disposal to guarantee smooth processes.

Sustainable relations

With extensive evaluations from your collected data and the correspondingly adapted measures, nothing stands in the way of the long-term preservation of your customer relationships: Targeted marketing measures for local networking are simply planned. With flexibility, trust and reliability, the first foundations for a good customer relationship are set.

Fast, reliable & safe

With our360° view, you have all relevant information about your customers in view quickly. This way you offer reliable service and save time for the personal care of your customers. Your data is stored in our CRM for finance and insurance 100% EU-GDPR compliant, highest security for you, your customers and partners.

CRM for service and IT: 360 degree overview on laptop, GEDYS-IntraWare
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The obligation to document is ensured with
our CRM for Finance


At the same time as the digitization of the decision-making processes, the complete, comprehensible and unambiguous documentation of all processes is guaranteed via our CRM for finances – guaranteed to be forgery-proof. With the help of a comprehensive authorization concept (tailored to job and function descriptions), you define exactly who is allowed to read, change, delete or send certain data.

Structured processes throughout the company, including secure documentation , ensure perfect cooperation – and thus for happier customers in the long term. This is demonstrated by our 30 years of CRM practice.

Security with GEDYS IntraWare CRM for Finance & Insurance
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Digitize your insurance and credit processes


Our CRM software not only ensures you up-to-date data, but also leads to faster decisions because customers can gain insight, correct and supplement data.

With uniform data for all:

  • Your account managers and internal specialists are constantly in active exchange. To filter out the relevant information from the large amount of notes and e-mails, a lot of time is needed. Digital forms and checklists as well as rule-based tasks put an end to the search for important content.
  • The transparency gained allows the customer to be more actively involved by gaining insight and letting his wishes flow in. This will speed up the decision-making decision-making experience for the purchase of a product.
  • Throughout the life cycle of the credit or insurance relationship, all details and transactions (e.B.g. assets, collateral, analyses or loans) are stored in the digital file and are available for any type of follow-up activity. 100% EU GDPR compliant.

Evolutionary instead of revolutionary:

  • Start your digitization process in the area with the highest efficiency potential: with CRM in sales. You increase the quality of advice and relationships through reliable processing and fast reactions to customer concerns.
  • For teamwork, further process optimizations and, of course, cross-system analyses, it is crucial that you connect other departments and systems.
  • Expand purposefully with
    Dashboards & reports for analyses across all data systems
    CRM for Service & IT for perfect customer service
    CRM in Marketing for event and marketing campaigns
    Mobile CRM app for your field service
  • Download our all-in-one package here for more information:
    Product flyer download
  • It is best to discuss special solutions for your industry or adjustments directly with one of our experts:
    CRM Consulting & Contacts

Merge information:

  • Imagine how much time you can save when your account manager has important information from other systems immediately in the electronic customer file! This is easily possible in our CRM thanks to the JDBC interface , among other things.
  • For more information, download our complete overview of interfaces and integrations.
  • Also an e-mail integration (video: CRM Outlook Integration) for Outlook, Notes & all IMAP mailboxes is available.
  • The organization work of customer visits is made easier with the integration of services such as bahn.de, Google Maps or HRS with a simple link.
  • You have to make many phone calls every day. Thanks to CTI (Computer Telephony Integration), you can dial by clicking on the phone number. For incoming calls, the CRM system automatically displays the caller and his electronic customer file. You are immediately informative and competent, your customers are satisfied.
flat blue arrow points to the right
flat blue arrow points to the right
Finance & Insurance 2

Achievements with
CRM for Finance & Insurance


Customer reference GEDYS IntraWare: Logo of DZ Compliance Partner
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Prevention
Data protection and
Security

DZ CompliancePartner
Commissioners

Customer reference GEDYS IntraWare: Logo by DZ Service
Finance & Insurance 14

CRM with high IT security and offline capability

DZ Service
Banking & Finance

Customer reference GEDYS IntraWare: Swisscard logo
Finance & Insurance 15

Track processes
quickly and transparently

Swisscard
Banking & Finance

To start with CRM


A CRM for finance & insurance as a successful basis: With contact management, you get a 360° view of your contacts. You collect all data and processes for your contacts centrally and transparently in crm. The intelligent filter functions show you the information you need ad-hoc to work with customers, suppliers and partners.

You are looking for the right CRM solution?
Book a live video appointment now and get
to know us and our software!

Ihr Ansprechpartner bei GEDYS IntraWare: Oliver Niedner, Inside Sales

Oliver Niedner
Inside Sales

TEL: +49 531 123 868 420

E-MAIL: Get in touch

Register for the free CRM tour

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