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CRM Software for Financial Organizations
Custom CRM solutions are a frequent choice among BFSI providers due to their ability to meet specific operational, customer engagement, and compliance needs, which generic CRMs struggle to address fully.
In financial IT since 2005 and in CRM services since 2008, ScienceSoft offers full-cycle CRM consulting and development to help financial service companies create tailored CRM solutions.
Specialized CRM Solutions for Each Financial Domain
In ScienceSoft's projects, we design and develop secure financial CRMs with functionality tailored to the unique needs of each financial organization.
Here are some examples of specialized financial CRMs you can obtain with our help:
Comprehensive solutions that help banks manage their diverse customer base and control servicing compliance. Custom CRMs can provide advanced behavioral analytics for personalized customer interaction planning, outreach strategy optimization, and financial product cross-selling.
Software that helps carriers and agencies manage omnichannel leads and policyholder information, track endorsements and claims, and plan the cross-selling of different coverage options (life, health, motor, etc.). It automates quote generation, policy status updates, insured follow-ups, and reporting.
Solutions that help investment firms manage relationships with institutional and retail investors, track portfolio performance and deal flows, and monitor compliance (with SEC, FINRA, etc.). Advanced CRMs automate investor profiling and offer data-driven advice on winning investment options.
Software that makes it easier for wealth managers to onboard high-net-worth individuals and monitor personalized client interactions. It covers automation features for creating tailored investment proposals, monitoring complex portfolios, and reporting investment performance.
Lending CRM
Solutions that automate borrower onboarding and communication, loan application processing, disbursement and repayment tracking, and regulatory (GLBA, FCBA, ECOA, etc.) adherence controls. It includes modules for lead management, borrower credit score tracking, and debt collection.
Software that helps mortgage firms capture and distribute leads, as well as organize large volumes of customer and property data. It enables real-time mortgage pipeline monitoring by auto-updating cycle stages and notifying mortgage officers about appraisal, underwriting, and closing milestones.
Fintech CRM
Software that fintech firms use for automated customer onboarding, account activity tracking, customer behavior analytics, and personalized interaction planning. AI-powered CRMs can automate customer service and suggest the optimal engagement and upselling strategies.
How Your CRM Success Story May Look: Check ScienceSoft’s Featured Projects
What makes ScienceSoft different
We achieve project success no matter what
ScienceSoft does not pass mere project administration off as project management, which, unfortunately, often happens on the market. We practice real project management, achieving project success for our clients no matter what.