Financial Services CRM Software

A complete business solution perfectly adapted
for the integrating huge volumes of data

Get better efficiency through digital process optimization

Financial services providers are always under pressure to raise the bar when it comes to reducing the time it between processing client requests and generating an appropriate offer that will be in the best interest of both involved parties.

We can help you optimize your team’s productivity by implementing intelligent solutions that can analyze, calculate and draft out offers in no time at all, allowing you to raise the quality and speed of your provided services whilst reducing operating costs. Your staff can manage more contracts and react faster to client requests, boosting productivity and service quality.

Managed Entities

  • Clients–Manage corporate and individual clients by creating customer profiles and automating repetitive processes.
  • Product and Service Catalog– Create an adaptive product catalog and allow our software to recommend services based on client profiles, historical records and detailed risk analysis.
  • Locations and Partners – Create a central data base that stores information from all your locations and partners allowing you to ensure quality standards at every level of your business

Managed Processes

  • Lead Management – Optimize and manage lead generation to ensure high return on your marketing and advertising investments.
  • Account Management – Oversee corporate client portfolios and set up contract alert notifications to help you better provide needed services.
  • Sales – Manage your sales processes, pipelines and automate communication channels. Generate complete reports and complex analytics in order to better understand key performance indicators.
  • Customer Support – Optimize your response times to client requests by automating call center processes and by implementing an innovative support system on all available channels.
  • Marketing – Identify the best products and services you can recommend to clients based on their specific needs and create email marketing campaigns specifically targeted towards catering to those needs. Automate customer retention processes, get AI assisted suggestions for product and service bundles and manage subscription renewal alerts.
  • Debt Collection – Create an assisted debt recovery system, that sends automatic alerts and notifications, and retains debt information for future risk analysis

Solution Users



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Studiu de Caz

Raiffeisen Leasing.

Parteneri in implementarea platformei
proprii CRM pentru cresterea productivității.

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