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.

Know more

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.

image

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

brand
brand
brand
brand
brand
brand

image

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.

View Case Study

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

icon-logo

AGILE APPROACH.
EFFICIENT TEAM.
DELIVERING WOW.