CRM for Financial Services
CRM software provides financial services sectors including banks, insurance companies and accountants with a 360-degree view of all their leads and customers.
Benefits of CRM for financial services
Customer Relationship Management software helps financial service providers manage all their customers and prospects in a centralised and intuitive platform. From insurance to accounting companies, our solutions are made to suit all sectors.
Customer Insights
Gather insights to to create personalised offerings based on your customer's transactions.
Improved sales
Increase revenue with access to customer’s buying history and reports outlining popular products.
Flexibility
For financial services businesses, flexibility and scalability is vital for future-proofing growth
What your financial services CRM needs
- Personalisable interface to analyse customer behaviour
- On-premises security to keep data safe
- Defined sales processes to nurture leads and clients
- Software integrations and effective automations
Best CRM for Financial Services
SugarCRM
EspoCRM
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crm for financial services
Frequently asked questions
Customer Relationship Management (CRM) is vital for customer-focused financial sectors. With a tailored solution, you’re able to analyse customer behaviour, improve the sales pipeline and streamline processes.
No matter your sector or business size, a CRM solution is essential to streamlining all operations. Financial services sectors that use CRM systems are:
- Finance
- Fintech
- Investments
- Real Estate
- Banking
- Insurance
- Financial Advisory
- Accounting
