CRM for FinTech & Financial Services

SEC, KYC, Dodd-Frank - financial services are regulated. We help FinTechs and financial companies connect compliance and customer experience.

View Industry Solutions
Digitale Transformation und Geschäftsstrategie.

The Typical CRM Challenges in FinTech Finance

The Regulation Puzzle

KYC, AML, CCPA, Dodd-Frank - customer data must be captured and stored in a compliant manner.

The Onboarding Nightmare

Customer registration with 20 steps - every dropout costs business.

The Advisor Turnover

Advisor leaves - and takes client relationships with them. The CRM only shows basic data.

The Cross-Selling Paradox

You know which products the customer needs - but not when the timing is right.

How We Help FinTech Finance Companies

1

Compliance by Design

CRM processes that reflect regulations: documentation, retention, audit trails.

2

Digital Onboarding

Automated customer registration with KYC integration and status tracking.

3

Relationship Documentation

Every consultation, every conversation documented - not just for compliance, but for continuity.

4

Lifecycle Automation

Trigger-based outreach: birthdays, contract anniversaries, life events.

CRM Features for FinTech Finance

FunctionBenefits for your industry
KYC IntegrationIdentity verification directly in the CRM - IDnow, WebID, or other providers.
Document ManagementContracts, IDs, supporting documents - stored in a revision-proof manner.
Advisory ProtocolsStructured capture of advisory conversations - SEC-compliant.
Product MatchingWhich product fits the customer profile? Automatic recommendations.
Audit TrailsWho changed what and when? Complete traceability.

Typical Use Cases

Digital Onboarding

Reduce customer registration from 20 to 5 minutes.

-70% Dropout Rate

Advisor Enablement

Equip advisors with a 360-degree customer view.

+45% Cross-Selling

Compliance Automation

Automate regulatory checks.

50% Less Manual Effort

Who Is This For?

Ideal for you if:

  • ✓ You're in the FinTech Finance sector
  • ✓ Your company has 20-500 employees
  • ✓ You have at least 5 people in sales
  • ✓ Your CRM isn't working optimally or you don't have one

Typical clients:

  • • FinTech startups
  • • Wealth managers & RIAs
  • • Insurance brokers & agencies
  • • Neo-banks & challenger banks

Frequently Asked Questions

That depends on your situation. We provide vendor-neutral advice and recommend the system that fits your requirements.
Typically 6-12 weeks. An MVP can be live in 4 weeks.
Potential analysis $499 (credited toward engagement). Implementations $5,000-$15,000. Ongoing support starting at $950/month.

Ready for Professional CRM in FinTech Finance?

In 35 minutes, we analyze your CRM situation and show you concrete optimization potential.

Fully credited toward engagement.