CRM for financial service providers

Industry expertise and specialization in all areas are the crucial factor of our corporate philosophy. Therefore, we have developed a CRM solution specifically for the financial services industry; even in the standard version, this solution already covers the majority of your specific requirements.

Our CRM solution for financial services meet the needs of the entire financial service sector. They are used by banks in the retail banking, private banking, corporate customers, and investment banking sectors as well as by leasing companies, banks that provide building loans, asset management companies, insurance companies and financial sales companies.

More than 300 customers from the financial services industry and more than 20 years of CRM experience speak for themselves: for it's not without reason that so many successful companies, including Raiffeisen (Switzerland) AG, BAWAG P.S.K., Hauck & Aufhäuser, Valiant Privatbank, Unicredit Bank Hungary, National-Bank AG, Hypo SüdLeasing GmbH, Semper Constantia Privatbank AG, OVB Holding AG, Hamburger Sparkasse, and Nordcapital GmbH rely on CRM for financial services from update.

In the CRM process descriptions, screen shots, and demo videos, you can learn more about our CRM software for financial services:

In order to support customers in the financial services industry as well as possible, update has created an individual company division "Financial Services International" (FSI). There, update employees with industry experience use their years of expertise to build and develop their customers’ CRM strategy, thus ensuring a consistent improvement of the specific marketing, service, sales, and consulting processes.

Each department has particular customer processes that are supported optimally by the different roles in our CRM solution.

update.marketing	update.sales	update.service
update.core update.core is the prerequisite for every CRM user and provides all important functions and processes for daily work with your customers.