Fintech CRM Workflow management

Custom-Built CRM for Complex Financial Sales

For Global Finance

Global Finance branch interior with the company's hexagon logo on a blue wall, meeting tables and a lounge area
Source: gfinance.sk

Overview

A tailor-made CRM that runs the entire sales workflow for a financial services provider, from lead generation to customer care.

The Challenge

The team needed to digitalize and speed up its core processes.

Global Finance wanted to digitalize and accelerate its lead generation and customer care, and run them through one system instead of scattered, manual steps.

The Solution

A tailor-made CRM covering the whole workflow.

We built a CRM that manages the entire process: collecting leads from various sources, financial analysis of the client, portfolio proposal, and automatic management of the client's products. It includes a complex mortgage calculator with detailed information from all Slovak banks.

Highlights

WorkflowLead to product

From multi-source lead collection to financial analysis, portfolio proposal and product management

ToolMortgage calculator

Detailed information from all Slovak banks in one place

Customer careOptimized & automated

Faster client servicing with less manual work

Scale500+ salespeople

Use the CRM in their day-to-day work today

Related

Build and DeliveryBuild02Own Your SoftwareOwn03

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