Banking, insurance and financial advice
Lots of branches, independent agents and complex products – these all require careful management. Thus, managing extensive processes is part of the day-to-day work in banks, finance and insurance companies. At the same time, customer needs have top priority. After all, anyone who puts their money in someone else's hands expects reliable support.
Digital processes help you to manage the wide range of tasks in the best possible way. The decisive factor here is a centrally networked knowledge base that ensures efficient teamwork and enables the acquisition and maintenance of long-term customer relationships.
Requirements of banks and insurance companies
Satisfied customers
Through professional and competent supportNetworking and teamwork
Thanks to a central knowledge base for all branchesEfficient management
Process and data management from a single sourceMore efficiency for optimal service
CRM for trusting customer relationships
Satisfied customers are the best advertisement. This is especially true for the insurance and financial sector. Because trust, competence and reliability are paramount here. With a professional customer management system, you can keep track of all data and processes in your branch network.
Our CRM solution CAS genesisWorld helps you to make time and space for what matters: Optimal service and long-term relationships with your customers.
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Our CRM experts will provide you with help and advice by phone or e-mail. Further, our Info Center contains handy tips and detailed information on current CRM topics.
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