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CRM for Financial Service Providers

Our solution caters to all customer-related processes, from documenting transactions to legally compliant complaint management.


update CRM for Financial Service Providers
Why an industry-specific CRM instead of standard CRM?

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. 

For whom?

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:
BAWAG P.S.K., Bankhaus Lampe, Hauck & Aufhäuser, KEPLER-FONDS, OVB, Raiffeisen-Leasing, UniCredit and many more.

“We are more transparent, and we have bundled information available, which makes life very easy for our account managers.”

Monika Henrich, Business Management, Hauck und Aufhäuser Private Banking, Frankfurt

“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

Four Arguments for update.CRM at financial service providers
  1. Industry-specific processes are already covered out of the box
  2. Easily comply with legal regulations including documentation requirements
  3. Multi-tier access rights for comprehensive data protection
  4. Seamlessly exchange data with external systems with the included interfaces or define custom interfaces using open standards
Typical industry-specific challenges that update.CRM helps you master include:

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.



Thanks to update, the BAWAG P.S.K bank ....

... closes 70 percent more deals and
... arranges three times more appointments. 



Missing arguments? Your IT hesitates to ...

...  implement CRM due to uncertainty with interfaces to other systems like ERP? These lines will dispel all doubts.

Learn how update.CRM can help your company provide an outstanding customer experience. Let’s talk!

or call:
+ 43 1 878 55 0
Christian Stadlmann
Christian Stadlmann
Chief Sales Officer