CRM for the financial industry

By Nicole Whitehorn

The key to enhance customer satisfaction in the financial industry is to tailor services to address a company and the individual’s needs and preferences. Maximizer CRM software achieves this by creating a holistic view of customer information, allowing you to identify certain trends which aid in faster and more informed decision-making.

Maximizer CRM is able to provide customer relationship management for asset management organizations, financial advisors, insurance services and other financial services. It allows you to streamline business processes and even integrates with common office software.

The customer service module speeds case handling without interrupting workflow and tasks pertaining to the customer service cases can be assigned to fellow Maximizer users within your organization.

Customizable user-defined fields enable you to quickly access a customer’s ID number, insurance policy, medical aid details and even related entries such as their spouse or dependant’s details.

You can track and log conversations with clients within Maximizer CRM by adding notes, phone calls and documents. As Maximizer CRM integrates with MS Outlook, not only can you save emails directly from Outlook, but you can create customer service cases in Maximizer CRM at the click of a button.