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CRM for Financial Service Providers

You want to improve your customer management and intensify customer loyalty? Additional potentials in up- and cross-selling should not remain unused?

With a CRM solution for financial service providers, you can:

  • Increase your sales productivity by up to 23 %
  • Improve your service quality by up to 18 %
  • Reduce your customer care processes by up to 42 %


Source: Microsoft survey at Volkskreditbank AG, Security Service Credit Union and Metro Bank.

What matters for customers is the result! And this is our specialisation. See for yourself which customers we successfully cosset.