CRM for Financial Services

BIGContacts is a CRM for financial services that can help you leverage the power of effective contact management to earn clients’ trust. User segmentation and targeted email campaigns can lead to an upturn in your customer retention levels. Anticipate the needs of your clients and deliver relevant financial solutions quickly.

• 360° view of all accounts
• Personalized email marketing
• Custom data fields
• Effective customer segmentation

Empower your employees to get a better hold of customer data with BIGContacts. Track or schedule meetings, calls, emails, files, etc., on the go. This improved internal collaboration can significantly impact your customer service. Modify user roles to manage the permissions for each team member and keep them updated with instant alerts and notifications.

• Encourage team collaboration
• Discuss tasks, share files on the go
• Stay updated with instant alerts
• Access all customer data in one place

Lack of collaboration

Inefficient collaboration between teams can lead to confusion and frustration for customers. BIGContacts improves internal communication to strengthen customer relationships.

Threat to data security & regulation compliance

Financial services firms need to comply with the latest data security standards to prevent data breaches and ensure the safety of sensitive information. BIGContacts offers regulation compliance features, including controlled access for user roles and strict data security policies.

Managing & accessing customer data

With data scattered across multiple platforms, creating a cohesive and personalized experience becomes challenging. With financial services CRM software, all the information can be found in one place, reducing the customer response time and helping generate more revenue.

Maintaining workflow

Things can go haywire in the absence of a streamlined workflow. You can configure BIGContacts as per your organization’s workflow to keep things on track at all times!