CRM for financial services
engage more customers
deliver more success
CRM for financial services
engage more customers
deliver more success
We have helped financial service providers deliver more success by creating personalised and integrated solutions to solve operational challenges. All instances designed to deliver services more efficiently.
Flexible■
theCRM for Finance is flexible and perfect for creating solutions to manage your business more efficiently. Manage, track and automate your processes so your data management is robust and your business is more effective.
Start small and scale up■
Start small with simple marketing and stakeholder management tools. Then scale up to manage, track and automate anything from invoices, service delivery and contracts to compliance management.
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systems integrated
Mercedes Benz Case Study
“CRM-UK were incredibly pleasant to deal with, and installed everything with the minimum of fuss and disturbance. Developing our CRM system has transformed the way we deal with our customers. Most importantly our customers are happy with our improved service.“
Tony Thirlwall, IT Specialist – Business Change
Mercedes Finance Case study
“CRM-UK were incredibly pleasant to deal with, and installed everything with the minimum of fuss and disturbance. Developing our CRM system has transformed the way we deal with our customers. Most importantly our customers are happy with our improved service.“
Tony Thirlwall, IT Specialist – Business Change
Mercedes Finance IT Case study
Integrate■
theCRM for Finance is quick to integrate with third party systems. Provide your teams with a complete view of all financial interactions to deliver the best service. Avoid manual data re-entry to maximise operational efficiency and data integrity.
Integrate with;
- Marketing automations tools and event management such as Eventbrite.
- Finance tools such as Xero to automate invoicing and quotes to remove manual data re-entry.
- ERP system integration for managing resources.
- Email, integration to automatically track all communication with customers and stakeholders.
- Any third party system with an API.
Integrate■
theCRM for Finance is fast to integrate with third party systems. Provide your teams with a complete view of all financial interactions to deliver the best service. Avoid manual data re-entry maximise operational efficiency and data integrity.
Integrate with;
- Marketing automations tools and event management such as Eventbrite.
- Finance tools such as Xero to automate invoicing and quotes to remove manual data re-entry.
- ERP system integration for managing resources.
- Email, integration to automatically track all communication with customers and stakeholders.
- Any third party system with an API.