Customized CRM Solutions Across Financial Sectors
Secure, customized financial CRMs are engineered in Sfinitor's projects, catering to distinct requirements across various financial institutions. Specialize in securing advanced financial CRMs: Consult us today.
Banking CRM
Banks leverage specialized solutions to effectively manage a multifaceted clientele and maintain service compliance. Tailored Customer Relationship Management (CRM) systems offer sophisticated behavioral analysis for targeted customer engagement strategies, optimized outreach tactics, and strategic financial product cross-promotion.
Insurance CRM
An advanced software solution streamlines the management of omnichannel leads and policyholder data for insurance carriers and agencies. This tool tracks endorsements and claims, while facilitating cross-selling opportunities across diverse coverage areas such as life, health, and motor insurance. It automates quote generation, updates on policy status, insured follow-ups, and reporting for enhanced operational efficiency.
Investment CRM
Specialized investment solutions cater to both institutional and retail investors, offering robust tools for tracking portfolio performance, managing deal flows, and ensuring compliance with regulatory bodies such as the SEC and FINRA. Advanced Customer Relationship Management (CRM) systems streamline investor profiling by leveraging data-driven insights to provide tailored recommendations on optimal investment choices.
CRM for wealth advisors
A streamlined solution designed for wealth management professionals, simplifying the process of onboarding high-net-worth clients. Key features include automated creation of customized investment plans, tracking of intricate portfolios, and generating reports detailing investment returns.
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Lending CRM
Streamlined financial solutions automate borrower onboarding, communication, loan processing, disbursement, and repayment monitoring. Additionally, these solutions ensure regulatory compliance with guidelines such as GLBA, FCBA, ECOA, among others. Integrated modules manage leads, credit score tracking for borrowers, and debt collection processes.
Mortgage CRM
A lead management software designed for mortgage companies streamlines the process of capturing, distributing, and organizing leads, along with substantial customer and property data. In real-time, it monitors mortgage pipelines by automatically updating cycle stages and alerting officers on appraisal, underwriting, and closing milestones to ensure a seamless workflow.
Fintech CRM
Fintech companies leverage software solutions for streamlined customer onboarding, monitoring account activities, analyzing customer behaviors, and formulating tailored interaction plans. Artificial Intelligence (AI) integrated Customer Relationship Management (CRM) systems automate customer services by suggesting optimal engagement and upselling tactics.
Why Businesses Choose Sfinitor
Google Partner since 2010.
A quality-first approach based on a mature ISO 9001 quality management system.
Agile approach to achieve efficient results in projects with vague scope.
Recognized for reliability, trustworthiness, and excellence in delivering value.
Expertise in engineering, cloud migration, AWS environment.
Expertise in delivering strategic solutions across the Microsoft Cloud.
Success Stories
Explore how we've helped clients build impactful mobile apps tailored to their industry needs and business goals. Use the filters to browse our case studies by industry or region to find the most relevant projects.
Core-Integrated Digital Banking System for Omnichannel Back-Office Workflows
A mid-sized retail bank undergoing digital transformation across its operations. The bank was seeking to modernize its internal workflows and unify systems used by various departments — including client onboarding, compliance, internal communications, and data processing — while maintaining full integration with its existing core banking system.
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Digital Management System for Housing Associations with Resident Mobile App & City Service Integration
A regional housing association managing multiple residential complexes and public housing units across several districts. The organization oversees property maintenance, rent collection, and tenant communication, while also coordinating with municipal services like waste management and inspections. Their community includes both long-term residents and short-term tenants, speaking several languages and requiring transparent communication and self-service tools.
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Loyalty Mobile App with Omnichannel Experience for Spa & Resort Guests
A luxury spa resort chain that offers wellness, spa, and accommodation services and was looking to strengthen relationships with its customers and encourage repeat visits.
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Leverage emerging technologies to streamline operations, boost performance, and future-proof your business. Partner with us to turn innovation into a competitive edge.
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Turn Big Data into Actionable Insight
Harness the power of scalable, secure solutions to collect, store, process, and analyze data with confidence. Make smarter decisions—faster.
