CRM implementation at Financial Matter
Financial Matter is a fast-growing financial advisory firm that serves both individual and business clients. With an increasing number of inquiries and documentation, the company needed a solution to efficiently manage leads, automate processes and improve customer service.
- Industry: Credit and financial consulting
- Problem: Handling campaign contacts and customer relationship management
CRM needs in the financial advisory industry
Consulting firms such as Financial Matter, serve many clients simultaneously, which requires efficient relationship management and sales processes. Key needs in this industry include effective management of leads and client base, automation of the quoting process and monitoring the status of each request. Timely follow-up of contacts, document reminders and meeting schedule management are also important. In addition, financial consulting requires secure data storage and compliance with RODO regulations. Analytics and reporting help optimize sales activities, monitor the effectiveness of advisors, and assess the effectiveness of individual client acquisition channels.
CRM features used by FinancialMatter.com.co.uk
With the implementation of SalesWizard CRM, we have significantly improved the management of customer inquiries and sales processes. Now every lead goes directly into the CRM, and automatic reminders help us handle requests in a timely manner. The system has also allowed us to better monitor the effectiveness of activities and optimize business processes. This is a great convenience in our daily work and a real support in the development of the company.
Damian Galdynski
Financial Advisor
How we helped implement SalesWizard CRM at FinancialMatter.com.co.uk
Financial Matter needed a CRM system that would streamline lead management, automate sales processes and provide secure storage of customer data. A key challenge was to integrate the various sources of inquiries – contact forms, emails and recommendations – into one cohesive system that would allow each inquiry to be tracked efficiently and assigned to the appropriate advisor.
Thanks to SalesWizard CRM, Financial Matter can now respond faster to customer needs, manage relationships more effectively and increase the number of closed deals, while saving advisors time and streamlining daily operations.
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