EN
    Search
    Language
    Search
    No Code CXM Platform
    CRM Software
    Cloud CRM Solution
    Mobile CRM App
    Dashboards and Reports
    Interfaces and Integrations
    CRM in Sales
    CRM in Marketing
    CRM for Service and IT
    Automotive Industry
    Service and Consulting
    Energy and Disposal
    Finance and Insurance
    Retail
    Industry
    Food Industry and Trade
    Logistics and Transportation
    Mechanical and Plant Engineering
    Pharma and Life Sciences
    CRM Consulting
    Maintenance and Support
    Partner of Gedys
    CRM Release Center
    Brochures
    CRM Videos
    CRM Whitepaper & E-Books
    Customer Stories
    CRM Blog
    What is a no-code CXM platform?
    What is a CRM system?
    How is the CRM system implemented?
    What should you consider when choosing a CRM system?
    How can a CRM system be effectively expanded?
    What does a GDPR-compliant CRM need to do?
    About Gedys
    35+ Years CXM/CRM Practice
    Sustainability
    Careers and Jobs
    CRM for Finance and Insurance

    Ensure competitiveness with modern digital business processes

    Meet the expectations of your digitally connected customers. 

    Your customers already work digitally, so they expect you to be digital too. After all, they appreciate the ease of doing business.

    To remain competitive, you need a standardized database and efficient, digital processes. Unfortunately, data is still often transferred and processed manually.

    Various systems have to be searched through. This costs you around 30% of your daily working time. Time that could be better spent on retaining your customer base.

    Gedys CRM for finance and insurance supports your customer management with well-structured digital customer files, promotes collaboration and is also available as an app for mobile working.

    Key Tools for Long-Term Customer Relationships

    With CRM for Finance and Insurance

    Flexibility and efficiency

    • With its modular structure, our CRM software offers plenty of scope for the individual requirements of your finance or insurance company.
    • We adapt our solutions flexibly and precisely to your needs so that your business processes are productive and efficient.

    You can count on us

    • In the finance and insurance sector, trust and reliability are particularly important for customer loyalty.
    • Your customers rely on you and you rely on us. Together with our partners, we are always available to support you and ensure smooth processes.

    Sustainable relationships

    • With comprehensive evaluations from your collected data and the correspondingly adapted measures, nothing stands in the way of maintaining your customer relationships in the long term.
    • Targeted marketing measures for local networking are easy to plan. Flexibility, trust and reliability are the first foundations for good relationships.

    Fast, reliable and secure

    Our 360° view gives you a quick overview of all relevant information about your customers. This allows you to offer a reliable service and save time for personal customer care. Your data is stored in our CRM for finance and insurance in 100% compliance with the EU GDPR, ensuring maximum security for you, your customers and partners.

    Obligation to provide documentation

    Secured with our CRM for finance and insurance

    At the same time as the digitization of decision-making processes, the complete, traceable and clear documentation of all processes is ensured via our CRM for finance and insurance - guaranteed tamper-proof. With the help of a comprehensive authorization concept (tailored to job and function descriptions), you can define exactly who is allowed to read, change, delete or send certain data.

    Structured processes throughout the company, including secure documentation, ensure perfect collaboration - and therefore more satisfied customers in the long term. This is demonstrated by our 35 years of CRM practice.
    Success with CRM for Finance and Insurance

    Success with CRM for Finance and Insurance

    Please click on the logos for more information.
    Reference DZ CompliancePartner
    Reference DZ Service

    Quick start with digital processes in just a few weeks 

    With CRM for Finance and Insurance as cloud CRM solution

    All details and processes (e.g. relating to assets, collateral, analyses or loans) are stored in the CRM for Finance & Insurance throughout the entire life cycle of credit or insurance relationships, 100% EU GDPR-compliant.

    Thanks to the transparency gained, your advisors can filter out relevant information more quickly from the large volume of notes and emails: digital forms, checklists and rule-based tasks save you time when searching for important content. In addition, important information from other systems is also available to all users thanks to interfaces and integrations.
    CRM-Cloud-Solution

    Get started quickly with our CRM cloud solution

    Get started in just a few weeks with our cloud CRM solution (SaaS) and digitize your processes: With Gedys Cloud CRM, you can respond flexibly to market changes and optimize the customer experience. All data is centrally available, GDPR-compliant, and accessible at any time from any device or via the CRM app. No additional technology required; updates and hosting are included. Efficient processes and savings in time and resources ensure your company’s future-readiness.

    Register now for the CRM tour

    Get to know the Gedys CRM
    Sabrina Mönnich

    Sabrina Mönnich

    Business Developement

    +49 531 123 868 421

    sabrina.moennich@gedys.com

    CRM Tour Registration Form