CRM-systemen voor banken en verzekeraars

CRM-systemen voor banken en verzekeraars helpen banken, kredietunies en verzekeringsmaatschappijen om informatie over hun klanten te ordenen en te onderhouden, waaronder contactgegevens, transactiegeschiedenis en meldingen van eerdere interacties. CRM-systemen voor banken en verzekeraars bieden organisaties ook marketinganalysemogelijkheden die verkoopinspanningen ondersteunen, zoals gericht bellen en cross-selling. Zie ook: software voor banken, marketing automation software, contactbeheer software en CRM systemen.

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DealCloud biedt een platform, services en expertise om de mogelijkheden voor het maken van deals van investeringsbankiers en private equity dealteams te versterken. Het platform is speciaal ontworpen voor dit doel. Met een implementatieteam dat de klanten op het platform ondersteunt en een accountbeheerteam dat hen vooruit helpt. DealCloud komt uit de wereld van private equity en investment banking en begrijpt wat klanten nodig hebben om een deal uit te voeren. Meer informatie over DealCloud Investeerders en adviseurs komen naar DealCloud om hun dealteams te ondersteunen. Meer informatie over DealCloud
De gratis CRM van HubSpot is ontworpen voor financiële bedrijven met 10-1000 werknemers die minder tijd willen besteden aan het registreren van gegevens. Het bewaart al je contactgegevens in één gecentraliseerde, aanpasbare database. Het helpt je bij het beheren van je pijplijn, zodat jij deals kunt blijven ontwikkelen. En je kunt alles over een lead op één plek zien: je hoeft niet meer door inboxen te bladeren om informatie te vinden. Begin vandaag nog de gratis HubSpot CRM te gebruiken. Het is eenvoudig in te stellen en intuïtief in het gebruik, zodat jij je weer kunt richten op het sluiten van deals. Meer informatie over HubSpot CRM HubSpot CRM is de 100% gratis, flexibele en intuïtieve CRM waar je verkoopteam dol op zal zijn. Meer informatie over HubSpot CRM

AIM

door Altvia Solutions

(0 beoordelingen)
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AIM, de hoogwaardige Private Equity-oplossing op het Salesforce-platform, geeft je de mogelijkheid om al je gegevens te consolideren in één centraal systeem voor operationele efficiëntie, en workflows te optimaliseren voor groei. AIM is Lightning-ready met een schone en eenvoudige gebruikersinterface die is ontworpen voor gebruiksgemak en snelheid. AIM geeft je de basis om een ondernemingsbrede technologische oplossing te bouwen zodat je de kracht van je gegevens kunt benutten en je een informatievoorsprong hebt waarmee je je concurrenten jaren voor blijft. Meer informatie over AIM Beheer fondsenwerving, deal flow, due diligence en portefeuilles. Voor beheerders van alternatieve vermogensfondsen en institutionele beleggers. Meer informatie over AIM
Zoho CRM biedt kleine tot grote organisaties een complete oplossing voor de hele levenscyclus van customer relationship management voor het beheer van de organisatiebrede verkoop, marketing, klantenondersteuning en service- en voorraadbeheer in één enkel bedrijfssysteem. Meer informatie over Zoho CRM Zoho CRM biedt organisaties een complete oplossing voor de hele levenscyclus van klantenrelatiebeheer. Meer informatie over Zoho CRM
Het volgen van je financiën, leads en het algehele verkoopproces is nog nooit zo eenvoudig geweest dankzij de krachtige en tegelijk flexibele CRM-software van Pipedrive. Volg omzet uit producten, optimaliseer kosten door efficiëntie te garanderen en voorspel zelfs omzet met het geavanceerde dashboard van Pipedrive. De CRM van Pipedrive is perfect aanpasbaar en kan worden gebruikt door bedrijven die actief zijn in het bankwezen, verzekeringen, leasing, hypotheken, kredieten, acceptatiebeleid en meer. Meer informatie over Pipedrive Pipedrive is een eenvoudig te implementeren financiële CRM-tool waarmee je je kunt concentreren op de activiteiten waarmee deals worden gesloten. Meer informatie over Pipedrive
Bouw waardevolle lead- en klantrelaties op met amoCRM. De exclusieve Digital Pipeline elimineert routinetaken door het automatiseren van leadcapture, e-mailverzendingen, door gedrag getriggerde beweging door de pijplijn en taakherinneringen. Richt je op groeiende inkomsten, niet op gegevensinvoer. Sterker nog, de analyses van amoCRM volgen je groei en meten de ROI. Evalueer de prestaties van je accountmanager met doeltracering, draai je strategie om met rapporten die helpen bij het identificeren van knelpunten. Verkoop moeiteloos en slim met amoCRM! Meer informatie over amoCRM amoCRM is een eenvoudig te gebruiken CRM. Het is echter zeer functioneel en doeltreffend. Verkooppijplijn, lead tracking, analyses en integratie met de website. Meer informatie over amoCRM

door Creatio

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Krachtige CRM ontworpen voor zakelijke en particuliere banken en financiële instellingen om het complete klantentraject te beheren en hun klantenervaring te verbeteren. De oplossing biedt een complete set van hulpmiddelen voor het beheer van de frontoffice en het contactcenter van de bank. Hiermee is het mogelijk de end-to-end verkoopprocessen van financiële producten en diensten aan de zakelijke klanten van de bank te beheren, evenals multichannel-marketingcampagnes om de vraag te stimuleren. - Klantentraject voor banken - Verkoop door banken - Marketing Meer informatie over Financial Services Creatio Innovatieve procesgestuurde CRM waarmee banken en financiële instellingen klantgerichte processen kunnen stroomlijnen. Meer informatie over Financial Services Creatio
Bitrix24 is de toonaangevende gratis online CRM-software die door meer dan 3,5 miljoen bedrijven wereldwijd wordt gebruikt. Het is beschikbaar in de cloud en als lokale versie met open source-code toegang. Onbeperkt aantal leads, deals, contacten, bedrijven, offertes, facturen en afspraakplanning. Het gratis plan wordt ook geleverd met e-mailmarketing en telefonie. Geavanceerde versies hebben verkoop- en marketing automation, bulk-sms, campagnebeheer en ondersteuning voor meerdere pijplijnen. Beschikbaar in 12 verschillende talen. Meer informatie over Bitrix24 Bitrix24 is de snelstgroeiende gratis online CRM-software die wereldwijd door meer dan 3,5 miljoen bedrijven wordt gebruikt. E-mailmarketing, offertes, facturering en meer Meer informatie over Bitrix24
EXCLUSIEF voor Mac, iPhone en iPad. Win meer zaken en krijg meer gedaan met Daylite. Kom je vervolgafspraken na. Rangschik leads en klanten in gerichte lijsten. Organiseer alle variabele delen van projecten en stroomlijn processen zodat er niets over het hoofd wordt gezien. Integreer met Apple Mail. Synchroniseer je Apple-contacten en Kalender. Werk offline. Bouw klantrelaties op, voer plannen uit en schaal je bedrijf op. Je klanten zullen denken dat je superkrachten bezit, en dat is ook zo! Meer informatie over Daylite for Mac EXCLUSIEF voor macOS en iOS. Bouw relaties op, win meer omzet en voer je plannen uit. Daylite doet het allemaal. Meer informatie over Daylite for Mac

door Harmony Business Systems

(9 beoordelingen)
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HarmonyPSA ondersteunt de volledige zakelijke levenscyclus, van het genereren van leads tot contractvernieuwing. Het is speciaal ontworpen en gebouwd voor software- en servicebedrijven en automatiseert bedrijfsfuncties op één platform, beschikbaar vanuit de cloud op elk apparaat. Meer informatie over HarmonyPSA PSA-hulpmiddelen van de volgende generatie. Compleet Professional Services Automation-pakket voor software- en servicesbedrijven. Meer informatie over HarmonyPSA
Nimble is de eenvoudige, slimme CRM voor Office 365 en G Suite die je contacten, communicatiegeschiedenis, e-mail-inboxen en agenda-afspraken automatisch combineert met meer dan 160 contacten uit de SaaS-bedrijfstoepassing en sociale media-verbindingen (waaronder Linkedin, Twitter, Facebook) in één verenigde teamrelatiemanager. Nimble is de eenvoudige, slimme CRM voor Office 365 en G Suite die voor jou werkt – waar je ook werkt.
Infusionsoft van Keap automatiseert je verkoop-, marketing- en bedrijfsprocessen op één plaats en geeft je de flexibiliteit en kracht die je nodig hebt om meer zaken met vertrouwen af te sluiten. Breng moeiteloos en automatisch de juiste boodschap over aan de juiste klant via aangepaste automatisering. Beheer je verkoopproces met aanpasbare fasen en workflows. Verbeter je omzet en marketingprestaties met inzichten en rapporten. Infusionsoft van Keap - voordelig, krachtig alles-in-één-platform voor CRM, verkoop en marketing automation om je bedrijf te laten groeien.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
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MET NAME GESCHIKT VOOR ONAFHANKELIJKE FINANCIËLE PLANNERS EN ADVISEURS - Less Annoying CRM is een eenvoudige CRM die vanaf de grond is ontworpen voor kleine bedrijven. Beheer je contacten, leads, notities, agenda, takenlijsten en meer, allemaal vanuit één eenvoudige web-app. Dit product is gebaseerd op drie kernprincipes: eenvoud, betaalbaarheid en uitstekende klantenservice. Alle gebruikers krijgen een onbeperkte gratis proefperiode van 30 dagen om elk aspect van de CRM uitgebreid te testen, en klantenservice is altijd gratis via de telefoon en e-mail. Software voor kleine bedrijven om leads, klanteninformatie, contactgeschiedenis, herinneringen en e-mails te beheren.
Met Sage Intacct krijgen CFO's binnen enkele minuten (in plaats van dagen) toegang tot geïntegreerde management- en financiële rapporten voor al hun bedrijfsentiteiten, zodat ze hun bedrijf kunnen stimuleren en laten groeien. Sage Intacct is het voorkeursproduct van AICPA voor financieel beheer waarmee jouw groeiende middelgrote onderneming sneller en verder kan groeien, met de financiële kerncijfers die je nodig hebt om je belangrijkste processen te automatiseren, je afhankelijkheid van spreadsheets te verminderen en je meer inzicht te geven in je bedrijfsprestaties. Een geweldige oplossing voor boekhoudsoftware en financieel beheer. Ontworpen voor financiële mensen door financiële mensen
Met kantoren in Canada, Engeland en Australië, evenals zakenpartners in de Verenigde Staten en over de hele wereld, heeft Maximizer meer dan 120.000 bedrijven geholpen hun omzet te verhogen, relaties op te bouwen en hun winstgevendheid te verbeteren. Maximizer CRM wordt geleverd met talloze functies, allemaal tegen één duidelijke prijs. Het omvat modules voor verkoop, marketing en klantenondersteuning, evenals must-haves zoals personalisering en mobiele toegang. Gratis proefperiode van 30 dagen en een geldteruggarantie van 60 dagen! Maximizer is niet zomaar een CRM-softwareprovider – het biedt bedrijven een bewezen concurrentievoordeel!
Really Simple Systems CRM helpt je om slimmer te werken, je sales leads en klanten te beheren en te volgen, zodat je verder kunt gaan met het groeien van je bedrijf. Deze AVG-compatibele CRM is ontworpen voor kleine en middelgrote organisaties en is eenvoudig in te stellen en te gebruiken. Met verkoop, marketing en ingebouwde service en ondersteuning beschik je over al je gegevens op één plaats, waardoor teamsamenwerking, betere relaties en stijgende verkoopgroei mogelijk zijn. Een eenvoudig te gebruiken CRM waarmee je slimmer kunt werken door je verkoopleads en klanten te beheren en bij te houden.
Met Salesforce Essentials kun je sterkere klantrelaties opbouwen dankzij een gecombineerde CRM voor verkoop en ondersteuning voor kleine bedrijven, die gemakkelijk wordt gebruikt, geïnstalleerd en onderhouden. Dankzij Essentials ben je minder tijd kwijt aan spreadsheets en kun je meer tijd besteden aan je verkoop doordat je e-mails, oproepen en vergaderingen worden bijgehouden om klantenrecords automatisch up-to-date te houden, zonder saaie gegevensinvoer. Essentials bevat ook tal van productiviteitstools voor klantenservice om te zorgen dat elke nieuwe klant een loyale klant wordt. Ga aan de slag met de zeer populaire CRM met Salesforce Essentials, de alles-in-één-oplossing voor verkoop en service, voor slechts $ 25 per gebruiker, per maand.
Zendesk Sell is CRM-software waarmee je meer deals kunt winnen. Zendesk Sell is een krachtig alles-in-één verkoopplatform dat de acceptatie en gegevensverzameling onder vertegenwoordigers verhoogt. Hierdoor krijgen verkoopleiders de bruikbare, kwantificeerbare inzichten die ze nodig hebben om de prestaties te versnellen en de omzet te verhogen op een manier die meetbaar, herhaalbaar en schaalbaar is. Het Zendesk-team zorgt ervoor dat je meteen aan de slag kunt: 70% van de klanten van Zendesk Sell zijn binnen een week aan de slag. Zendesk Sell is CRM-verkoopsoftware die is ontworpen om de productiviteit, processen en voorspelbaarheid van de verkoop te verbeteren.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
Contactually's software maakt het eenvoudig om betrokken te blijven bij elk deel van je netwerk. Je categoriseert eenvoudig je belangrijkste contactpersonen in Buckets (emmers) en je Contactually-account doet de rest. Dat betekent dat je je geen zorgen meer hoeft te maken over wie vandaag weer moet worden opgevolgd, hoe eerdere interacties zijn verlopen of wat je moet zeggen om het ijs te breken. Met een regelmatige follow-up als deze zul je je snel realiseren dat je minder koude, vergeten connecties en meer warme, betrokken relaties hebt die aan je denken. Contactually helpt je professionele relaties te onderhouden en te versterken.

door InfoFlo Solutions

(73 beoordelingen)
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Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

door Method Integration

(50 beoordelingen)
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A CRM designed specifically for QuickBooks users, Method streamlines your business from lead to repeat and anything in between. #1 rated CRM by QuickBooks users, Method empowers thousands of SMBs that have outgrown their processes by streamlining their operations and increasing their sales. Unlike other CRMs, the combination of Methods deep QuickBooks sync and no-code customization engine enables businesses to achieve their optimal workflows. #1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.

door Backstop Solutions Group

(36 beoordelingen)
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The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency by 55% with complete sales tracking. Get features like: automatic inquiry capture, auto distribution of leads, geo-tracking of the field reps and detailed analytics of the meetings attended. Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).

door FreeAgent Network

(25 beoordelingen)
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FreeAgent CRM is een op de cloud gebaseerd platform voor verkoop, marketing en klantenservice dat kleine bedrijven helpt om hoogwaardige relaties met klanten te onderhouden. Het systeem werkt automatisch met de e-mail van de gebruiker om leads te creëren en te classificeren, herinneringen op te volgen, aangepaste automatiseringen uit te voeren en alle interacties met klanten bij te houden. Een op de cloud gebaseerd platform voor verkoop, marketing en klantenservice dat kleine bedrijven helpt om hoogwaardige relaties met klanten te onderhouden.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons. ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.

door ClickPoint Software

(18 beoordelingen)
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SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects. Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls. SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.

FLG

door FLG Business Technology

(15 beoordelingen)
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The only easy to use financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. FLG is a complete 6-in-1 platform that includes a powerful CRM, multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike our competition, we include 5 star telephone and email support, built-in compliance templates, and we don't have to change your sales process to use it! A complete 6-in-1 financial CRM platform that's easy to use, handles 100,000s of leads and automates the workflows in your processes.

door Imagineer Technology Group

(11 beoordelingen)
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Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more. Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients. FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.

door BSI Business Systems Integration AG

(8 beoordelingen)
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Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Financial adviser CRM software solution that helps keep a history of all interactions with clients.

door enSynergy Professional Services

(5 beoordelingen)
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For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.

door Intellirose Solutions

(4 beoordelingen)
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Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription Web-based CRM software for tax resolution firms.
Sidetrade Financials SaaS solutions are best for B2B +$100M revenues companies with +1000 active customers who are looking to better manage customer payment processes, deploy the best collection actions, reduce bad debt and increase cash flow while improving collaboration across teams and enhance customer experience. Sidetrade have been trusted by leading companies for over 20 years. Our intelligent AI technologies truly give a competitive edge.
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you never miss opportunities to grow your business. Your network is your net worth. We'll help you maximize it. Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.

door Satuit Technologies

(3 beoordelingen)
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Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs. CRM software for buy-side investment professionals for the asset management industry.

door ProTrak International

(3 beoordelingen)
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Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations. CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.

door Project Affinity

(3 beoordelingen)
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Relationship intelligence platform built to expand and evolve the traditional CRM. Relationship intelligence platform built to expand and evolve the traditional CRM.
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.

door Saylent Technologies

(2 beoordelingen)
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Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships.
UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning. The #1 CRM Financial Practice Management Suite.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.

door Starburst Labs

(2 beoordelingen)
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Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows. Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.
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Task management software and collaboration software with the newest features Task management software and collaboration software with the newest features

door Acidaes Solutions

(1 review)
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CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations. For more information, visit www.crmnext.com CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures. Bank information system that addresses all aspects of modern bank management
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized.

VIP

door Tabrasa

(1 review)
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Sales and marketing solution with preset campaigns for the mortgage loan sector. Sales and marketing solution with preset campaigns for the mortgage loan sector.

door Whitestein Technologies

(0 beoordelingen)
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The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.

door Salentica

(0 beoordelingen)
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Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

door SalesPage Technologies

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SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.

door inBusiness Services

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Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.

door Scorto

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Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. A solution for customer relationship management through scoring and analysis.

door PlanMagic

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The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. It provides vital financial information and key financial indicators of your business whenever you want them.

door Jobstream Group

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Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. A software platform that serves the specialist accounting and administration requirements of trust companies.

door Engaged

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CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.

door MyPlanMap

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Scale your financial planning practice easily through this instant client engagement system. Scale your financial planning practice easily through this instant client engagement system.

door Union Financial Technologies

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Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.

door NexJ Systems

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Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.

door Askerteam

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Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.

door Lenox Park Solutions

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SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.

door Kronos Technologies

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Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.

door MagniFinance

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MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard

door Bricknode

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Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

door InvestorFlow

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Customer relationship management software designed for the financial industry for professionals. Customer relationship management software designed for the financial industry for professionals.

door Genesis Contractor Solutions

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CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app. CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.

door BankSight

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BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.

door Yoyo Wallet

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Building the relationship between retailers and their customers Building the relationship between retailers and their customers

door FMR Systems

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The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.

door AdvisorEngine

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Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets. Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets.

door Synertree CMS

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Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

door Practifi

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Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for growing financial advice businesses. Grow your business, your way.

door Reliadvisor

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Comprehensive CRM for financial advisors, RIAs and broker-dealers. Comprehensive CRM for financial advisors, RIAs and broker-dealers.

door Nektoon

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Squirros Insight Engine unlocks the value of unstructured data through cognitive search, advanced Analytics and Dashboarding. Its vertical specific Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and a real 360 client cockpits, all as an integrations within CRM Systems or core Banking or Insurance Systems. Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and more...

door DigiFi

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DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digital transformation without needing to build core lending capabilities from scratch. DigiFi is based in New York City and serves the consumer, mortgage, small business and commercial lending industries. DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digita

door Euronext

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Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders

door Q4

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IR CRM platform that helps you analyze market data, take control of investor communications, reduce costs, manage risks, and build better relationships with your stakeholders. Investor Relations CRM platform that helps you analyze market data and build better relationships with your stakeholders.

door ObjectWay

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Financial and digital software for banking. Financial and digital software for banking.

door Pro Management

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CRM system for the accountant or administration office with the most complete library of textual data. CRM system for the accountant or administration office with the most complete library of textual data.

door AtomInvest

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AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage and engage with their investor base, across a single Investor Portal. The software provides functionality and workflows to both fund managers and investors to streamline the entire investor journey across fundraising, onboarding and reporting. Empowers alternatives fund managers to manage all aspects of their LP investor base in a single, cutting-edge portal.

door Faster Forward

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Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports. Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.