update understands the processes of the financial services sector, and has done for more than 26 years.
An asset manager follows different processes than an advisor working with classic business or private clients. That’s why update.CRM is specifically adapted, with the input of internal finance specialists. update.CRM for financial services supports all client-facing processes, including event planning, documentation of transactions or sales, as well as compliant management of complaints.
The industry solution is currently used by many different financial services companies: retail, private and investment banks, leasing companies, savings banks, loan associations, asset management companies, insurance and financial brokers.Our client list speaks for itself:
“Calculating commission takes around five minutes with update’s CRM solution. This use to be work carried out once a year and taking two months.”
Axel Anke, Deputy Head of IT/Organization at Hannover Leasing
Do you want to combat customer churn and falling revenue?
Bawag P.S.K. increased the number of sales lead by 30 percent within 18 months thanks to their CRM initiative. The 1,600 CRM users are supported in actively engaging customers by means of automatically generated sales hints. Events such as a customer completing their studies or starting a family provide the impulse for a personalized consultation. Bawag P.S.K. has clearly benefited from this approach, with closure rates of up to 70 percent.
Do legal requirements such as securities trading acts making your life difficult?
Valiant, the largest regional bank in Switzerland, was also facing this challenge. update supports investment consultants in adhering to legal requirements and meeting their documentation obligations. Automatically generated hints ensure that no steps are forgotten. For example, the system informs investment consultants about which documents are required and what information needs to be disclosed to the customer.
Are you juggling numerous systems without having an overall picture of your customers, products and contracts?
German Mayflower Capital AG wanted to combat exactly this issue by introducing a CRM system. Although over 100 tools are in use by around 400 companies, these are integrated so that users feel as though they are using a single system.