CRM FOR FINANCE & INSURANCE

Ensuring strong customer loyalty
with trust and security

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
  • per analysis of your collected data, as a basis for targeted
    measures to build trust

Your customers expect modern business processes

Your customers are already digital, so they expect you to be digital, too. This is because they appreciate the convenience of doing business with it.

To remain competitive, we need a unified data base and efficient, digital processes. 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.

GEDYS IntraWare CRM for Finance and Insurance supports your customer management with well-structured digital customer files, promotes collaboration and is also available to you on the move.

Flexibility and efficiency

With its modular design, our CRM software offers plenty of room 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.

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

Fast, reliable & safe

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. Your data is stored in our CRM for finance and insurance 100% EU-GDPR compliant, highest security for you, your customers and partners.

The duty of documentation is secured with our CRM for finance

Simultaneously with the digitization of the decision-making processes, the complete, comprehensible and unambiguous documentation of all processes via our CRM is guaranteed – forgery-proof guaranteed. With the help of a comprehensive authorization concept (adapted to job and function description, etc.), you determine exactly who is allowed to read, change, delete or send certain data.

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

Sicherheit mit GEDYS IntraWare CRM für Finanzen & Versicherungen

Digitize your insurance and credit processes.

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

Start quickly.

Forms replace email-ping pong

Account managers and internal specialists are usually in lively exchange for the business by telephone and e-mail. It takes a lot of time to filter out the relevant information from the large amount of notes and emails.

Digital forms and checklists as well as rule-based tasks put an end to the e-mail ping pong and the associated search for important content. The transparency gained allows the customer to be more actively involved by gaining insight and letting his wishes flow in. The decision-making maturity for the sale of a product will be achieved more quickly.

Targeted follow-up activities

Throughout the life cycle of the credit or insurance relationship, all details and transactions (such as assets, collateral, analysis, or loans) are stored in the digital file and are available for any type of follow-up activity. 100% EU-GDPR compliant.

Wisely extend.

Evolutionary instead of revolutionary

Start your digitization process in the area with the highest efficiency potential: with CRM in sales. They increase the quality of advice and relationships through reliable processing and quick responses to customer concerns.
For teamwork, further process optimizations and, of course, cross-system analyses, it is crucial that you connect additional departments and systems.

Expanding your goal
Special solution desired?

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

Use integration.

Merge information

Imagine how much time you can save when important information from other systems is immediately available in the electronic customer file! Your account manager can see information from other programs in the customer file in our CRM, among other things thanks to the JDBC interface. Email integration (Video: CRM Outlook Integration) for Outlook, Notes & all IMAP mailboxes is also possible. For example, you can use the time gained in this way for your customer acquisition.

Facilitate organizational work

Integrate the service of the bahn.de, Google Maps or HRS with a simple link. Customer visits can be organised much faster and easier.

Reliable and fast thanks to CTI

Do you have to make many phone calls every day? Thanks to CTI (Computer Telephony Integration), you can dial the phone number by clicking on it. For incoming calls, the CRM system displays the caller and his electronic customer file. You are immediately meaningful and competent, your customer is satisfied.

Success with CRM for finance

Kundenrefrenz GEDYS IntraWare: Logo von DZ Compliance Partner
Kundenrefrenz GEDYS IntraWare: Logo von DZ Service
Kundenrefrenz GEDYS IntraWare: Logo von Swisscard

Prevention, data protection and security

DZ CompliancePartner
Commissioners

High IT security and offline capability

DZ Service
Banking & Finance

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 secure a 360° view of your customers.

You create and qualify new prospects. You collect all customer data and processes centrally and transparently in the CRM. The intelligent filter functions show you the information you need ad-hoc for working with customers, suppliers and partners.

Sign up here for the CRM tour. We offer industry know-how and individual industry solutions.

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    Oliver Niedner
Oliver Niedner
Sales service

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