CRM FOR FINANCE AND 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, 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 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.
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.
The obligation to document 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 company, including secure documentation, ensure perfect collaboration between all employees – and thus for happier 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 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. This will speed up the decision-making decision-making experience for the purchase of a product.
Targeted follow-up activities
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.
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 other departments and systems.
Expanding your goal
- Event and marketing campaigns with CRM in marketing
- Customer service with CRM for Service & IT
- Statistics and analytics across all data systems with Dashboards & Reports
Special solution desired?
Our references show a small section of our solutions for the financial and insurance industry. We would be happy to introduce you to further information and develop your adjustments if necessary: CRM consulting & contact person. Here you can find more information as an all-in-one package: Product flyer download.
Use integration.
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, e.g. thanks to the JDBC interface.
An e-mail integration (video: CRM Outlook integration) for Outlook, Notes & all IMAP mailboxes is also possible. For more information, please download our complete overview of interfaces and integrations.
Facilitate organizational work
For example.B. integrate the service of the bahn.de, Google Maps or HRS with a simple link. Customer visits are much faster and easier to organize.
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.
Achievements 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 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. (Video in German language only)
Sign up here for the free CRM tour. We offer industry know-how and individual industry solutions.
