CRM for Financial Services

Know your customer’s needs and grow your business with one of the best CRMs for financial services

What is a CRM for Financial Services?

A financial services CRM can help you and your sales team  maximize your processes, increase your revenues, and supercharge your sales pipeline. By establishing a strong CRM, you will be able to establish a trust-based customer relationship by providing timely and accurate information to your team.

Benefits of CRM in Financial Services?

Implementing a customer relationship management (CRM) system in the financial services industry can bring many advantages to companies. One of the key benefits is centralizing customer information and Know Your Customer (KYC) data. Here are some additional advantages of using a CRM system for KYC data:

Automated data collection 

A CRM system can automatically collect customer information from various sources, including KYC documentation and other related documents, making it easier to store the data in one centralized place.

Improved accuracy

By collecting customer information and KYC documentation in one location with a CRM system, companies can reduce errors due to manual entry or inconsistent data formats across multiple channels.

Enhanced security

A CRM solution offers a secure, comprehensive platform that allows financial services providers to store sensitive customer and KYC data without any threat of security breaches or unauthorized access. This improves overall security measures and reduces compliance risks associated with storing confidential information across different systems.

Efficient document management

A CRM system enables financial services providers to manage their documents more efficiently since all documents are stored centrally and securely with easy retrieval capabilities using simple search filters or tags applied to each document type or category.

Streamlined communication

CRMs enable consistent, streamlined communication between customers and service providers by providing access to up-to-date records related to customers’ previous engagements with the company or account activities, as well as automated notifications for customers regarding upcoming payments or deadlines or any changes made to service plans accordingly. This helps ensure reliable communication between both parties throughout the course of their engagement, and better facilitates onboarding new accounts as well as retraining existing ones over time.

Overall, utilizing a CRM system for storing customer information and KYC data brings numerous advantages that help streamline internal operations while ensuring improved accuracy and enhanced security at the same time when dealing with sensitive client information. By leveraging these features, financial services companies have an opportunity to stay competitive in today’s market while also meeting regulatory requirements more easily when dealing with collected customer data over time

Capture key data

With a CRM for Financial Services you can grow revenues by building greater efficiency in every stage of the sales process and customer lifecycle.

A Finance CRM ensures that your employees are able to access customers data, learn their needs, and surprise them with quick solutions.

You may customise your CRM database for assets, data, commissions, etc. Morever, you can store your KYC documents directly in the client  record. 

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Make prospects ready to buy

A sales pipeline will help you visualize your sales process and will show you where your deals are.

In other words, the visual pipeline in our CRM makes goals easier to achieve by breaking any process down into trackable tasks. 

Each stage brings qualified leads to the next phase and will keep in the previous stage all the leads that have not passed the sales process.

Our CRM for Financial Services helps your sales teams have a complete view of your customers with a single sales and service solution!

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Appointment booking

Save time spent on making appointments over phone and emails with our online appointment booking software.

You can establish your availability and allow customers to make appointments at any time of day or night by utilizing your online booking system.

This involves setting the times and days that you are available to take bookings, as well as any time-off or holiday periods. Clients will be able to book appointments and services at any time, from anywhere. 

You can create unlimited custom calendars and build booking forms.

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Collect new Leads

You can capture new leads directly from your website or 3rd parties (agents) into your CRM, automatically create tasks to follow up, and send welcome emails. 

With Onpipeline CRM for Financial Services you can also collect leads by integrating external systems via API (Application Programming Interface is a software intermediary that allows two applications to talk to each other).

Moreover, you may create unlimited Web Forms to save your Leads. You may use your company logo, colors and styling options to match your branding. 

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Save time with Automations

Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities. 

For example, you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

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External data sync

We provide API and Widgets to organizations that want to connect their account to external data. Also, the ability to add custom fields to the CRM database allows integrations with external systems.

Through our API (included in all plans) it is possible to sync your CRM data with external applications and databases in real time and have all the information you need within Onpipeline. 

For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.

Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.

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See how Onpipeline can work for you!

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Onpipeline™ is a cloud-based CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.

Should you have any questions about features, pricing or anything else, please contact us

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