CRM for finance and insurance
Building strong relationships with security
Ensuring customer trust with a GDPR-compliant CRM system
Ensuring customer trust with a GDPR-compliant CRM system
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.
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.
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.
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.