Software Mind CRM Finance is an integrated IT tool enabling conscious and modern sales and customer service management.

The system supporting the realization of the business concept ‘Customer as the Centre of Attention’, is addressed to financial institutions, particularly banks, insurance companies, finance consulting companies, brokers.

Software Mind CRM Finance is a CRM Enterprise system intended for supporting business processes related to marketing, sales, customer service and customer retention plans.

The implementation of the system allows for effective execution of the following business strategies:

• Private banking
• Wealth Management
• Customer-Centric Service 

and brings the following benefits:

• increased share of the customer’s portfolio,
• increased effectiveness of marketing activities,
• improved quality of services provided,
• increased profits from a single customer,
• increased customer loyalty,
• increased sales of products through their better adjustment to customers’ preferences,
• diminished operating costs,
• effectiveness in the context of a single customer and an entire portfolio of customers,
• ensuring coherent communication and customer service through different channels,
• increased customer satisfaction,
• evoking in customers the feeling that the ‘organization is friendly to its customers’.