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.
- 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
- 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
What our clients sayOur recommendations
Medicine’s Important Moment
"Together with Linksoft we have implemented and continue to develop the CRM platform according to our specific activity. The main benefits that the CRM platform offers us are the overall picture on the patient and his medical history in one place, the relevant and updated data reports, as well as the automated sales processes."Cosmin Panaete, Business Processes Director Regina Maria
Success in partnership
“The success of implementing business software solutions is determined by the dedication, expertise and professionalism of the implementation partner. The Linksoft team has demonstrated this over the years of collaboration.”Claudiu Arion, CIO Mercedes-Benz Romania
“We appreciate how Linksoft has understood the business processes and has been able to adapt to our quality requirements, so we now have a very efficient operational CRM that helps us better and faster track the needs of over 5000 customers and manage them. leads from external databases by automatic filtering based on the predetermined criteria.”Bob De Man, CEO Raiffeisen Leasing
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proprii CRM pentru cresterea productivității.