Finances & Insurances
Innovative Applications and Processes in the Financial Services and Insurance Sector
Few industries have undergone such significant transformations in recent years as the financial services and insurance sector—and the evolution continues. Technology-driven FinTechs are challenging traditional business models and tapping into new markets and target groups with innovative applications and processes in the financial services and insurance sector. A crucial role in this transformation is played by digitization. On one hand, it enables faster, more secure, and efficient operations; on the other hand, it enhances customer experiences by focusing on personalized care and delivering unique customer journeys. Companies can proactively provide customers with personalized information and offers, thereby fostering strong customer loyalty.
Understanding to Harness the Benefits of Digitization in Finance & Insurance
The challenges faced by the finance and insurance industry in implementing digitalization strategies lie in understanding and leveraging technological advancements to improve processes and services sustainably. Whether it’s CRM, customer engagement, adopting cloud solutions, or conducting big data analysis, all of these require a high level of understanding and expertise. Additionally, it is crucial to ensure that all measures taken do not compromise the security and integrity of financial transactions. Therefore, solution partners need to possess a deep understanding of the industry and have experience in implementing digitalization projects specific to the finance and insurance sector. This expertise enables them to fully leverage the potential of digitalization and tailor solutions to meet the unique requirements of the industry.
CRMFIRST as a Strategic Solution Partner
For over 20 years, CRMFIRST has been combining technological advancements with expert consulting. As a CRM and digitalization specialist, they provide intelligent industry-specific and end-to-end business solutions. They are a trusted partner for many companies in the finance and insurance sector who use Microsoft Dynamics 365. In particular, their proSUITE solutions, specifically designed for Microsoft Dynamics 365, enable businesses to implement their CRM and customer engagement projects quickly, effectively, and economically, while seamlessly embracing digitalization.
What we offer
The right solution for your project
Do you have a project and are looking for the appropriate solution? Our tailor-made B2B offerings provide effective solutions for a wide range of areas.
From efficient and secure contract management to all-in-one solutions for planning and implementing events, to the implementation of GDPR guidelines and the adjustment of infrastructure and processes of membership organizations to meet new requirements, so they can focus on the needs of their members.
Let’s work together to find the optimal solution for your business.
Did you know that contracts affect 80% of all business interactions? With proCONTRACTS, you can create, manage, and analyze contracts of all types. Clear. Fast. Secure.
We developed proEVENTS for efficient and easy event planning. Our digital event management provides you with an all-in-one solution for planning, organizing, and executing events. Efficient and simple event planning.
Data protection is an important aspect that often poses challenges to businesses. According to a 2018 Gartner study, around 50% of the companies surveyed had concerns about fully complying with the GDPR. Even five years later, uncertainty still exists. Transparent and secure implementation of GDPR guidelines with proGDPR.
Put members back at the center of your work. In times of digital change, it’s also important for associations, parties, trade unions, and other membership organizations to adapt. With proMEMBERS, you can adjust your infrastructure and processes to new requirements and save one thing above all: time.
Always have a clear view of contracts
Turn days of work into minutes and take control of your contracts.
Data protection under control
Easily comply with GDPR guidelines. Data protection has never been so simple.
Your events fully organized
All event and participant information professionally managed.
Member administration simplified & optimized
Create timely and technical basis for member care.
Microsoft Dynamics 365 Solutions for
Sales, Marketing, Customer Service, Project Service Automation, Field Service, Human Resources und Artificial Intelligence
Microsoft Power Platform Solutions for
Power Apps, Power Automate, Power BI und Power Virtual Agents
Welcome to CRMFIRST
If you would like to learn more about us, get to know us personally, or speak with our clients, please contact us. We look forward to engaging with you – over a cup of tea, coffee, or a glass of water with fresh mint, either in person or virtually.ktieren Sie uns, wir freuen uns auf einen Austausch – bei einer Tasse Tee, Kaffee oder einem Glas Wasser mit frischer Minze, live oder virtuell.