CRM System for Financial Services

CRM

The Challenge

The client needed a CRM system specifically tailored to the requirements of financial service providers. Off-the-shelf solutions either lacked the regulatory compliance required in the financial industry or forced costly customisation with unclear long-term support. Customer data, appointments and documents were spread across spreadsheets, e-mail and legacy tools, making it hard to get a single view of each client and to meet audit and documentation requirements. The challenge was to deliver a central system that managed all relevant customer data and interactions, supported compliance and reporting, and integrated with existing back-office systems.

Our Solution

App screenshots

We developed a custom CRM system on .NET Core and Angular that centrally manages all customer data, appointments and documents. The system includes role-based access rights, versioned document storage and audit trails so that the client meets regulatory requirements of the financial industry. Reporting and analysis functions allow management to track pipeline, client activity and key performance indicators. We integrated the CRM with existing systems via APIs so that data flows automatically and staff no longer need to re-enter information. The solution is hosted on Azure with backups and access control aligned to the client’s security policies.

Results

The new CRM system increased customer service efficiency by around 40 percent. Advisors can quickly access all relevant client information in one place and serve clients better. Reporting enables clearer analysis and optimisation of business processes; management has a reliable basis for decisions. Document versioning and audit trails simplify compliance and audits. The client has since extended the system with additional modules and continues to use our team for maintenance and further development.

Features

Feature overview

• –Central management of all customer data and interactions
• –Appointment scheduling and management with reminders
• –Document management with version control
• –Comprehensive reporting and analysis functions
• –Integration with existing systems
• –Role-based access rights