EN
    Search

    Stay competitive!

    With modern digital business processes

    gd_linie_orange_100x2px

     

    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 IntraWare 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.

    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 & 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.
    360-Grad-Ansicht-auf-Laptop_1500px

    Obligation to provide documentation

    Secured with our CRM for finance and insurance

    gd_linie_orange_100x2px
    Documentation obligation_425x300px

    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

    Please click on the logos for more information.
    Customer reference logo_DZ-CompliencePartner_305x250
    Customer reference logo_DZ-Service_305x250

    Quick start

    Digital processes in just a few weeks with the CRM cloud solution including hosting (SaaS model)

    gd_linie_orange_100x2px

    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.
    • Work from all devices via internet browser
    • 100% DSGVO compliant
    • No need to purchase additional technology or services
    • Includes modules Contacts, Office, Schedule, Workflow, Business Mail, CTI, Social and CRM app
    • CRM app including offline processing
    • Additional modules can be booked
    • Secure hosting for the CRM IT infrastructure
    • (server including administration and backup)
    • Without term limit
    • Languages included: German and English
    • Annual billing, minimum term 24 months
    • Customization possible according to individual requirements
    CRM-Software-kuerzer-Einblick-03-Thumbnail_play-1024x576

    Register now for the CRM tour

    Get to know the GEDYS IntraWare CRM.

    gd_linie_orange_100x2px
    sabrina-moennich_400x400

    Sabrina Mönnich

    Business Development

    P: +49 531 123 868 421
    E: smoennich@gedys-intraware.de

    CRM tour registration form