The CRM functions needed in the field for financial services
Mobile app offering the core CRM functions adapted for mobile, optimized for small screens, with secure biometric authentication and smart forms. Before work starts, we agree the scope and the measures that will show whether it works for your business.
01What is not working todayMobility challenges in financial industryThe situation that costs the team time, sales or control of the process.
Financial advisors, insurance agents and brokers need access to full CRM functionality during client meetings in the field. Traditional solutions require desktop computer access.
01Lack of mobile access to full CRM functionality
02Need to work at desk
03Security of sensitive financial data
04Complex forms on small screens
02How the solution could workMobile CRM with full functionalityThe key parts of the system and the role each one plays in daily work.
Mobile app offering the core CRM functions adapted for mobile, optimized for small screens, with secure biometric authentication and smart forms.
01Full customer database with search
02Meeting calendar with synchronization
03Create and edit applications in the field
04Biometric authentication (Face ID/Touch ID)
05Secure data synchronization
06Integration with maps and navigation
03What our work provesProven in related deliveriesSee public projects that demonstrate our delivery experience in this area.
Below are public GMI deliveries from this area. They demonstrate our delivery experience, but they do not promise the same outcome for a new product.
Have an app idea or need technological support? Write to us — we'll prepare a preliminary analysis and estimate within 48h. Projects that go through our DDT process (Discovery, Design & Technology) come with a price guarantee and a fixed-price agreement — a key differentiator for us.
