CRM FOR FINANCES & INSURANCES

Acting flexibly for your customers

In finance and insurance, you often face a variety of different types of customers, products, and payment models. Therefore, you need a flexible and reliable CRM system. This allows you to successfully retain your local and supra-regional customers.

To start with CRM.

The basis of CRM for Finance & Insurance: With contact management you get a 360° view of your customers. You create and qualify new prospects. Not only do you collect all customer data centrally and transparently, but you also assign detailed correspondence histories and get exactly the information you need at any time with intelligent search functions.

Finance & Insurance 1

CRM for Finance & Insurance

Your advantages presented compactly. Background knowledge about the 4 benefits of CRM

Flexibility and efficiency

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

Can count on partners

As in many industries, trust and reliability are particularly important in the financial and insurance sectors. Your customers trust you and you trust us. It is important to us to do justice to this, which is why we and our partners are always at your disposal to guarantee smooth processes.

Sustainable relations

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

Fast and reliable

With our 360° 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.
GEDYS IntraWare Checkliste: ROI-Vergleich, Bild

Free checklist

ROI comparison
A tool to look at the benefits of CRM software

The base: Contacts & Tasks

CRM must be able to be lived.

To remain competitive, a central ism and efficient processes are needed. GEDYS IntraWare CRM supports your customer management with well-structured digital customer files, promotes collaboration and is also available on the go.

Contact:

All details and processes about customers, partners, suppliers, competitors, members, etc. and also about employees (= xRM). 100 EU GDPR compliant.

Time and task management:

Structured processes across the enterprise with schedules, reminders, tasks, serial tasks, escalation, and news feeds. For the perfect teamwork. This is demonstrated by our 30 years of CRM practice.

Meaningful extensions

Evolutionarily expand.

Typically, usage begins with CRM in sales. For teamwork and further process optimizations, it is crucial that you integrate other areas with CRM in marketing, CRM for service & IT, etc. This gives you advanced features.

Target-oriented expansion
  • Creating quotes
  • Marketing actions
  • Customer service
  • Statistics and analyses
Special solutions for your industry:

Our references show a section of our developments for the automotive industry. We are happy to introduce you to others and develop your adaptations if necessary. Service: CRM consulting & contact persons.

Examples of integrations

SAP and other ERP systems

Provide users with important information in the CRM system that they would not otherwise be able to see. For example, the JDBC or SAP interface gives your sales department access to packing slips, invoices, and open items in the customer file. Or an email integration.

Web service facilitates important organizational work

Integrate the service of the bahn.de, Google Maps, HRS etc. with a simple link.

CTI (Computer Telephony Integration)

You have to make a lot of phone calls every day. Thanks to CTI, you can save time by clicking on the phone number. For incoming calls, the CRM system displays the caller and his electronic file.

CRM TOUR

We will show you the right CRM

for your company.

In our free CRM tour we introduce you to our software. You will learn from an experienced CRM professional how to
benefit from the advantages and highlights for sales, marketing and service. Let yourself be inspired!
GEDYS IntraWare Web-CRM, Ansicht einer Kampagne

Industry Solutions

Branche: Finanzen & Versicherungen. Kundenreferenz: DZ CompliancePartner
Branche: Finanzen & Versicherungen. Kundenreferenz: DZ Service
Branche: Finanzen & Versicherungen. Kundenreferenz: Swisscard

Prevention, data protection and security

DZ CompliancePartner
Commissioners

CRM with high IT security level

DZ Service
Banking & Finance

Track processes quickly and transparently

Swisscard
Banking & Finance

Referenz Hurco
Referenz Overlack
Referenz IAV
Customer reference Joh. Sprinz Logo
Referenz Swisscard AECS
Logo Diessner
Referenz Ebert und Jacobi
Referenz Digades
Referenz LTS-Leuchten
Referenz SD Automotive
Referenz Litens
Referenz L.Stroethmann

Can we help?

Are you looking for a CRM application for your industry? We offer industry know-how, individual solutions and adaptations to your industry.
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    Sabrina Mönnich
Sabrina Mönnich
Sales service

You can find us here:

Finance & Insurance 3
GEDYS IntraWare Standorte Deutschland