CRM FOR FINANCE AND
INSURANCES
With confidence and security for
ensure strong customer loyalty
You can do this with our reliable CRM
- with 100% EU-DSGVO compliant data storage
- with central management of the multitude of customers and products
- per analysis of your data collection, as a basis for targeted measures to build trust
Your customers expect modern business processes
Your customers already work digitally, so they expect you to be digital, too. This is because they appreciate the convenience of doing business with it. 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.
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 structure, our CRM software offers plenty of scope for the individual requirements of your finance 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 finance 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 your collected data and the appropriately adapted measures, nothing stands in the way of maintaining your customer relationships in the long term: Targeted marketing measures for local networking are easily planned. With flexibility, trust and reliability, the first foundation stones for a good customer relationship are set.
Fast, reliable & safe
With our 360° view, you have all relevant information about your customers quickly in view. This allows you to provide reliable service and save time for personal customer care. Your data is stored in our CRM for finance and insurance 100% EU-DSGVO compliant, highest security for you, your customers and partners.
The duty of documentation is secured with
our CRM for finance
At the same time as decision-making processes are digitized, complete, traceable and unambiguous documentation of all processes is ensured via our CRM for finance – guaranteed tamper-proof. With the help of a comprehensive authorization concept (coordinated with 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 more satisfied customers in the long term. This is demonstrated by our 30 years of CRM practice.
Digitize your insurance and credit processes
Our CRM software not only ensures you have up-to-date data, but also leads to faster decisions because customers can view, correct and add data.
With uniform data for all:
- Your account managers and internal specialists are constantly in lively exchange. A lot of time is needed to filter out the relevant information from the large volume of notes and e-mails. Digital forms and checklists as well as rule-based tasks put an end to the search for important content.
- By gaining transparency, the customer can be better actively involved by gaining insight and incorporating their wishes. The decision to purchase a product is thus reached more quickly.
- Throughout the lifecycle of the credit or insurance relationship, all details and processes (e.g. on assets, collateral, analysis or loans) are stored in the digital file and are available for any kind of follow-up activities. 100% EU-DSGVO compliant.
Evolutionary instead of revolutionary:
- Start your digitization process in the area with the highest efficiency potential: with CRM in sales. You increase consulting and relationship quality through reliable processing and fast responses to customer concerns.
- For teamwork, further process optimization and, of course, cross-system analysis, it is crucial that you connect other departments and systems.
- Target expansion with
– Dashboards & Reports for analyses across all data systems
– CRM for Service & IT for the perfect customer service
– CRM in marketing for event and marketing actions
– Mobile CRM app for your field service - Download our all-in-one package here for more information:
Product Flyer Download - Special solutions for your industry or customizations are best discussed directly with one of our experts:
CRM Consulting & Contacts
Merge information:
- Imagine how much time you can save if your account manager has important information from other systems right 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 the Interfaces and integrations.
- Email integration (Video: CRM Outlook Integration ) for Outlook, Notes & all IMAP mailboxes is also available.
- You can make the organizational work of customer visits easier by integrating services such as bahn.de, Google Maps or HRS with a simple link.
- You have to make a lot of phone calls every day. Thanks to CTI (Computer Telephony Integration) you dial the phone number with one click. For incoming calls, the CRM system automatically displays the caller and their electronic customer file. You are immediately informative and competent, your customers are satisfied.
Successes with
CRM for Finance & Insurance
Prevention, Data protection and Security
DZ CompliancePartner
Commissioners
CRM with 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 contacts. You collect all data and processes for your contacts 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.
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We offer industry know-how and individual industry solutions.
Register now for the CRM Tour.
Register for the CRM tour
Please fill out & submit the form. You will then receive an email with a link to confirm your registration. Our sales department will then send you an appointment for the CRM tour by email. We need the personal data you provide to contact you and to coordinate with you.
