Money matters are sensitive matters. Where the customer relationship used to revolve around one-on-one contact, you now have to build up a trust relationship digitally.

So, how do you do that? By leaving an indelible impression on your customer. We help you with that by using our many years of experience with banks, insurance companies, mortgage lenders, and other financial service providers.

Building digital trust in financial services

Current business models in your sector are under pressure. Flexibility, transparency, simplicity, and trust are more important than ever before. Consumers and entrepreneurs expect to be able to monitor and adjust financial matters anywhere, anytime, anyplace. And at the same time, you want to get more value from your customer relationships. This includes a constant and excellent customer experience, with an ideal balance between online and offline customer contact. So, we help you with that.

CRM Partners finance
CRM Partners finance

Put yourself in the shoes of your customer, and create a 360-degree customer view

Get to know your customer. Put yourself in the shoes of your customer, and create a 360-degree customer view. We help you register data throughout the entire chain. Together we make your data clear and transparent. Predict the behaviour of your customers with Big Data, Business Intelligence, and Machine Learning, and the information is available anywhere, anytime, anyplace to make digital interaction more relevant and personal.

Let employees work with technology

We digitise time-consuming processes and tasks so that more time and space remains for personal customer contact. This includes tools that simplify cooperation with colleagues, chain partners, and customers. So, we’ll work on that, together with you.

We guide and unburden you or put you in the driver’s seat yourself. And you don’t have to overhaul your entire IT landscape for that. We let current and new technology communicate. For example, we place the flexible shell of the Power Platform on top of the current systems. And we ensure that your employees and customers will enjoy working with them. In this way, we build excellent customer experiences together.

Two men working with technology
Man in finance working with technology

Be compliant and offer a fantastic customer experience. It’s possible, really.

An increasing amount of laws and regulations for Know your Customer (KYC) and Customer Due Diligence (CDD) are putting pressure on your employees. You like your customer data to be in order, but it’s also a must. A thorough, but also fast screening before onboarding new customers is essential to be compliant. And it offers opportunities to improve your customer experience as well.

Linda Evertsen

Do you want to know more?Contact Linda!

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+31 6 390 065 16

Click on the following link to plan a meeting with Linda.
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