CRM implementation for the financial sector
CRM systems are set up to manage customer relationships, automate financial product sales, and enhance service quality
What are the specifics of CRM for finance?
In the financial sector, it is important to remember that the goal is not only to sell a product, but to build long-term relationships. A CRM system provides comprehensive customer data, including product usage, financial behavior, and call history. This capability enables businesses to make relevant offers, provide superior service, and respond to potential problems in a timely manner.
Audit of sales and service processes
Your curent customer service cycle is thoroughly analyzed and optimazed
Selection and customization of CRM
Industry-specific solutions (e.g., Creatio, Salesforce) are selected and customized
Creating a single customer profile
Data from different systems (ABS, website, application) is combined
Sales funnel automation
Stages for different products (loans, insurance) are customized
Setting up service processes
Automate the processing of requests and complaints
Integration with a contact center
Connecting telephony and messengers
Personalization as a key to loyalty
It is imperative that customers' expectations are met by their respective financial institutions or insurance companies, who should be well-informed about their clients' needs. Offers that are irrelevant to the recipient's interests can lead to feelings of irritation. A CRM system enables businesses to transition from mass marketing to personalized marketing, allowing them to tailor their communications to individual customers. By offering customers the product they need at the moment, you can increase sales and build a reputation as a reliable financial advisor.
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Sales growth on the existing base
Effective cross-sell and up-sell -
Increase customer loyalty and retention
Personalized approach and high-quality service -
A complete picture of each client
All data in a single window for the manager -
Automation and control of managers' work
Transparent sales funnels and KPIs -
Reducing customer churn
Proactive work with customers who may leave -
Efficiency of marketing campaigns
Segmentation of the database for targeted offers
Our approach
We manage your projects using established agile techniques to ensure collaboration between all parties involved. Our streamlined process results in quicker completion times and the attainment of even the most challenging objectives.
- Web development
- UX/UI Design
- Discovery Phase
- Mobile Development
- AWS and Cloud services consulting
- Test Automation
- Product-to-market launch
Web development
We employ diverse web programming methods for smooth platform operation. Our full web development cycle encompasses different programming languages for optimal technical solution architecture.
We analyze
- Choose your tech stack
- Create solution architecture
UX/UI Design
We create a comprehensive product from start to finish and offer customized web UX/UI design to meet your specifications. We always keep in mind the end-users to enhance their experience.
We analyze
- Fulfilling the client’s request
- Creating UX/UI design
- Improving end-user experience
Discovery Phase
We conduct thorough research on the client's business to identify areas for improvement before beginning any development work. Our planning phase is crucial to ensuring successful outcomes and delivering better results.
We analyze
- We conduct thorough resea
- We strategize
- We aim for an optimized result
Mobile Development
To ensure optimal productivity for your business on web and mobile devices, we offer a comprehensive mobile app development solution. Our services include complete native development for iOS and Android to cater to your client needs.
We analyze
- Create a convenient mobile web version
- iOS and Android platforms
- Full cycle development
AWS and Cloud services consulting
We offer AWS cloud consulting services to ensure the security of your corporate information. Our services will help you connect cloud servers for safe storage and understand the basic needs of cloud storage for your business.
We analyze
- Ensuring the security of your business
- Offering comprehensive consulting on cloud technology
- Providing the appropriate cloud solution
Test Automation
Before launching the project, we rigorously test the product with three types of test automation services: unit tests, E2E tests, and integration tests. This ensures that everything operates smoothly before you launch to the market.
We analyze
- Three test types
- Bug-fixing
- Triple-checking before launch
Product-to-market launch
We are dedicated to making your product a success with innovative ideas and a passion for excellence. Our commitment ensures your success and we meticulously prepare every aspect to launch your product in the market with confidence.
We analyze
- Comprehensive support for launch and beyond
- Market analysis
- Consulting for a successful launch
Case
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Implemented projects