{"id":6821,"date":"2021-02-25T18:33:58","date_gmt":"2021-02-25T18:33:58","guid":{"rendered":"https:\/\/linksoft.ro\/staging\/staging\/?page_id=6821"},"modified":"2021-03-04T20:24:46","modified_gmt":"2021-03-04T20:24:46","slug":"financial-services-crm-software","status":"publish","type":"page","link":"https:\/\/linksoft.ro\/staging\/financial-services-crm-software\/","title":{"rendered":"Financial Services CRM Software"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row offset_top=&#8221;180&#8243; is_overlay=&#8221;enable&#8221; overlay_opacity=&#8221;65&#8243; overlay_color=&#8221;#192435&#8243; css=&#8221;.vc_custom_1613417683238{background-image: url(https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/backfinanciar.png?id=6320) !important;}&#8221; class=&#8221;hitb&#8221;][vc_column][vc_column_text class=&#8221;titlu-pagina&#8221;]<\/p>\n<h1>Financial Services CRM Software<\/h1>\n<p>A complete business solution perfectly adapted<br \/>\nfor the integrating huge volumes of data[\/vc_column_text]<div class=\"text-left\"><a href=\"\/en\/contact\/\" title=\"Contact\" data-custom-color=\".btn-custom-f93a980b {background-color: #1e53a8;}\n.btn-custom-f93a980b:hover {background-color: #163e7d;}\" class=\"btn btn-solid btn-rounded btn-custom btn-lg buton-titlu btn-custom-f93a980b\">Contact Us<\/a><\/div>[\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;partenerul&#8221;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center\">Get better efficiency through digital process optimization<\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[vc_column_text]<\/p>\n<p style=\"text-align: center;\">Financial services providers are always under pressure to raise the bar when it comes to reducing the time it between processing client requests and generating an appropriate offer that will be in the best interest of both involved parties.<\/p>\n<p style=\"text-align: center;\">We can help you optimize your team\u2019s productivity by implementing intelligent solutions that can analyze, calculate and draft out offers in no time at all, allowing you to raise the quality and speed of your provided services whilst reducing operating costs. Your staff can manage more contracts and react faster to client requests, boosting productivity and service quality.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;tech-imgtext&#8221; css=&#8221;.vc_custom_1612605808577{padding-top: 75px !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_column_text animation=&#8221;fade-right&#8221;]<\/p>\n<h3>Managed Entities<\/h3>\n<ul>\n<li><strong>Clients<\/strong>\u2013Manage corporate and individual clients by creating customer profiles and automating repetitive processes.<\/li>\n<li><strong>Product and Service Catalog<\/strong>\u2013 Create an adaptive product catalog and allow our software to recommend services based on client profiles, historical records and detailed risk analysis.<\/li>\n<li><strong>Locations and Partners<\/strong> \u2013 Create a central data base that stores information from all your locations and partners allowing you to ensure quality standards at every level of your business<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image animation=&#8221;fade-left&#8221; image=&#8221;6321&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;tech-imgtext&#8221; css=&#8221;.vc_custom_1611937187753{padding-top: 75px !important;padding-bottom: 75px !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_single_image animation=&#8221;fade-right&#8221; image=&#8221;6291&#8243;][\/vc_column][vc_column width=&#8221;1\/2&#8243; class=&#8221;primul&#8221;][vc_column_text animation=&#8221;fade-left&#8221;]<\/p>\n<h3>Managed Processes<\/h3>\n<ul>\n<li><strong>Lead Management <\/strong>\u2013 Optimize and manage lead generation to ensure high return on your marketing and advertising investments.<\/li>\n<li><strong>Account Management<\/strong>\u00a0\u2013 Oversee corporate client portfolios and set up contract alert notifications to help you better provide needed services.<\/li>\n<li><strong>Sales<\/strong>\u00a0\u2013 Manage your sales processes, pipelines and automate communication channels. Generate complete reports and complex analytics in order to better understand key performance indicators.<\/li>\n<li><strong>Customer Support<\/strong>\u00a0\u2013 Optimize your response times to client requests by automating call center processes and by implementing an innovative support system on all available channels.<\/li>\n<li><strong>Marketing<\/strong> &#8211; Identify the best products and services you can recommend to clients based on their specific needs and create email marketing campaigns specifically targeted towards catering to those needs. Automate customer retention processes, get AI assisted suggestions for product and service bundles and manage subscription renewal alerts.<\/li>\n<li><strong>Debt Collection<\/strong>\u00a0\u2013 Create an assisted debt recovery system, that sends automatic alerts and notifications, and retains debt information for future risk analysis<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2&#8243;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center\">Solution Users<\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;icoane-echipa icoane-solutii sol-crm&#8221;][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"350\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/4.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/4.png 402w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/4-300x261.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/div><h3 class=\"icon-box-title\">Sales<\/h3><\/div>[\/vc_column][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"350\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/3.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/3.png 402w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/3-300x261.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/div><h3 class=\"icon-box-title\">Marketing<\/h3><\/div>[\/vc_column][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"418\" height=\"358\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/icon3.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/icon3.png 418w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/icon3-300x257.png 300w\" sizes=\"auto, (max-width: 418px) 100vw, 418px\" \/><\/div><h3 class=\"icon-box-title\">Product Manager<\/h3><\/div>[\/vc_column][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"407\" height=\"353\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/icon4.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/icon4.png 407w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/icon4-300x260.png 300w\" sizes=\"auto, (max-width: 407px) 100vw, 407px\" \/><\/div><h3 class=\"icon-box-title\">Financiar<\/h3><\/div>[\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2&#8243;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center titlu-ti\">What our clients say<small class=\"h2\">Our recommendations<\/small><\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea7&#8243;][vc_column class=&#8221;testimoniale1&#8243;]<div class=\"testimonials-slider carousel-dark text-center text-dark carousel-dots-inside carousel-dots-center carousel-effect-slide carousel-autoplay-enable\" data-slick='{\"arrows\":false,\"dots\":true,\"infinite\":true,\"fade\":false,\"autoplay\":false,\"autoplaySpeed\":3000}'><div class=\"testimonial-slide padding-top-3x padding-bottom-5x\"\">\n\t<div class=\"container\">\n\t\t<div class=\"inner\">\n\t\t\t<a href=\"https:\/\/www.reginamaria.ro\" class=\"testimonial-logo\"><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"178\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/876b53_c675baec437a4c0eae2dd772e8725399_mv2-e1612601243504.png\" class=\"attachment-full size-full\" alt=\"Regina Maria CRM client\" \/><\/a>\n\t\t\t<h3 class=\"h2\">Medicine\u2019s Important Moment<\/h3>\n\t\t\t<blockquote>\n\t\t\t\t<p>&quot;Together with Linksoft we have implemented and continue to develop the CRM platform according to our specific activity. The main benefits that the CRM platform offers us are the overall picture on the patient and his medical history in one place, the relevant and updated data reports, as well as the automated sales processes.&quot;<\/p>\n\t\t\t\t<cite>Cosmin Panaete,  Business Processes Director <a href=\"https:\/\/www.reginamaria.ro\">Regina Maria<\/a><\/cite>\n\t\t\t<\/blockquote>\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"testimonial-slide padding-top-3x padding-bottom-5x\"\">\n\t<div class=\"container\">\n\t\t<div class=\"inner\">\n\t\t\t<div href=\"https:\/\/www.mercedes-benz.ro\/passengercars.html\" class=\"testimonial-logo\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"70\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2019\/05\/logo-mercedes-client-crm.jpg\" class=\"attachment-full size-full\" alt=\"logo mercedes client crm\" \/><\/div>\n\t\t\t<h3 class=\"h2\">Success in partnership<\/h3>\n\t\t\t<blockquote>\n\t\t\t\t<p>\u201cThe success of implementing business software solutions is determined by the dedication, expertise and professionalism of the implementation partner.\r\nThe Linksoft team has demonstrated this over the years of collaboration.\u201d<\/p>\n\t\t\t\t<cite>Claudiu Arion,  CIO <a href=\"https:\/\/www.mercedes-benz.ro\/passengercars.html\">Mercedes-Benz Romania<\/a><\/cite>\n\t\t\t<\/blockquote>\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"testimonial-slide padding-top-3x padding-bottom-5x\"\">\n\t<div class=\"container\">\n\t\t<div class=\"inner\">\n\t\t\t<a href=\"http:\/\/www.raiffeisen-leasing.ro\" class=\"testimonial-logo\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"70\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2019\/05\/logo-raiffeissen-client-crm.jpg\" class=\"attachment-full size-full\" alt=\"raiffeisen CRM client\" \/><\/a>\n\t\t\t<h3 class=\"h2\">Performant CRM<\/h3>\n\t\t\t<blockquote>\n\t\t\t\t<p>\u201cWe appreciate how Linksoft has understood the business processes and has been able to adapt to our quality requirements, so we now have a very efficient operational CRM that helps us better and faster track the needs of over 5000 customers and manage them. leads from external databases by automatic filtering based on the predetermined criteria.\u201d<\/p>\n\t\t\t\t<cite>Bob De Man,  CEO <a href=\"http:\/\/www.raiffeisen-leasing.ro\">Raiffeisen Leasing<\/a><\/cite>\n\t\t\t<\/blockquote>\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2 solutii-imaginetext ascunde-studiucaz&#8221;][vc_column width=&#8221;1\/12&#8243;][\/vc_column][vc_column width=&#8221;10\/12&#8243;][vc_column_text]<\/p>\n<div class=\"ti-home\">\n<div class=\"text22\">\n<div class=\"continut-text22\">\n<h1 class=\"block-title text-dark text-left\">Studiu de Caz<\/h1>\n<h1 class=\"block-title text-dark text-left\">Raiffeisen Leasing<b style=\"color: #e32636;\">.<\/b><\/h1>\n<p>Parteneri in implementarea platformei<br \/>\nproprii CRM pentru cresterea productivit\u0103\u021bii.<\/div>\n<\/div>\n<div class=\"img22 raifaisen\">\n<div class=\"over-img22\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-5792\" src=\"\/wp-content\/uploads\/2021\/02\/Raif-logo.svg\" alt=\"\" width=\"200\" height=\"200\" \/><\/div>\n<div class=\"over-img22-al\"><\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/12&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2&#8243;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center titlu-ti\">Get in touch!<small class=\"h2\">Leave a message and one of our consultants will contact you in the next 24 hours<\/small><\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][wpforms id=&#8221;7202&#8243; title=&#8221;false&#8221; description=&#8221;false&#8221;][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p class=\"post-excerpt\">[vc_row offset_top=&#8221;180&#8243; is_overlay=&#8221;enable&#8221; overlay_opacity=&#8221;65&#8243; overlay_color=&#8221;#192435&#8243; css=&#8221;.vc_custom_1613417683238{background-image: url(https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/backfinanciar.png?id=6320) !important;}&#8221; class=&#8221;hitb&#8221;][vc_column][vc_column_text class=&#8221;titlu-pagina&#8221;] Financial Services CRM Software A complete business solution perfectly adapted for the integrating huge volumes of data[\/vc_column_text][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;partenerul&#8221;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_column_text] Financial services providers are always under pressure to raise the bar when it comes to reducing the time it&#8230;\n<\/p>","protected":false},"author":13,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-6821","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/pages\/6821","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/comments?post=6821"}],"version-history":[{"count":0,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/pages\/6821\/revisions"}],"wp:attachment":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/media?parent=6821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}