Streamline Sales with Mobile
Mobile Apps for the financial services industry
Empower your sales representatives with a single mobile application that helps them in better planning and execution of sales strategies, performance-tracking, and lead management. Sales representatives in the Financial Services and Insurance Industry can explain their products in a better way by using the mobile platform and digital presentations.
What the solution will provide
SALES STRATEGY & TEAM MANAGEMENT
Single digital platform to create and deploy sales strategies, assigning tasks to the team and monitoring performance. The team can prioritize daily tasks, scheduling appointments, referrals & lead management using it & can also get real-time updates aiding to opportune decisions making.
STREMALINED DIGITAL SELLING
Create a digital solution for sales representatives to streamline & standardise their wealth strategy sessions with customers. This solution helps in centralising digital assets management and information updation. It can also be used for training and knowledge sharing.
CUSTOMER RELATIONSHIP MANAGEMENT
Integrated CRM with the Sales Representative App to monitor customer portfolios on the go. The solution provides single view dashboard & details of individual client portfolio performance. This enables sales team to better advice & respond on client requests, no matter where they are.
Top 5 benefits of mobile solutions for Financial Services companies
- Higher product awareness as information dissemination and updates are easier with a mobile App
- Easier portfolio monitoring and management
- Higher agility and manageability for sales representatives
- Standardization: Sales presentations can be digitized for consistency and compliance
- Better analytics and insights
Global Brands Trust Credencys
Mobile is helping businesses standardize their processes & improve customer experience with Automation
One of India’s largest Wealth Management Firms developed a mobile application with Credencys to assist its relationship managers in client presentations, client on-boarding and lead management.
Let's build a solution meeting your specific business requirements. Working with us is easier than you think!
Design Thinking
We bring Design Thinking into everything we do from UX, Architecture & Processes to our Culture, People & Leadership
Open Communication
We believe listening is 90% of communication. We choose to listen to our customers, employees & partners and innovate through collaboration
Continuous Development
Going beyond the obvious & getting into the depth allows our teams to solve complex problems & make our customers succeed
