As the finance industry moves firmly into the digital self-service age, it’s become more vital than ever for service providers to focus on customer service and retention strategies.
Incorporating a robust CRM system like Nutshell into your financial services business gives you the tools to build stronger customer relationships and improve the overall customer experience.
Whether you deal in insurance, investment banking, or wealth management, one of the primary elements to winning and retaining customers is a pleasant customer experience. As many of your interactions take place in the digital realm, involving online banking, web tools, email, and social media, you need a way to stay connected with your audience.
With a great customer relationship management (CRM) system by your side, your team has all the data and tools they need to build lasting relationships and deliver incredible experiences to customers and leads.
When you find the best CRM for your financial services business, you can look forward to more than just the standard CRM benefits. Choosing the right CRM can help your finance business in the following ways:
While finance encompasses a broad spectrum of services, the same core CRM features apply across all disciplines. Your financial services business needs a CRM to support customer-centered efforts to ensure maximum customer retention and the best possible experience for your clientele.
To achieve this, your CRM should provide the tools to give your team the data and time to boost customer service and success. Choosing Nutshell as your financial services industry CRM allows you to meet those objectives and many more.
These are just some of the stand-out features that make Nutshell the ideal CRM for businesses in the finance sector:
Managing your customer contact information is half the battle won. Another crucial element is ensuring that the data you save is error-free. When you have the correct contact and company information at your disposal, your teams have a better chance of reaching the right prospects and customers when needed.
Bringing all your customer data into one advanced and highly organized CRM system increases information accuracy and allows teams across your company to access the same correct data. Quick and easy access to accurate information is one of the best ways to ensure customer satisfaction.
Nutshell provides a user-friendly contact management solution in an easy-to-navigate system, ensuring teams quickly find the data they need. With Nutshell, you can expect the following essential contact management features:
Whether nurturing leads through your pipeline or engaging with existing customers for an up- or cross-sell, the ability to automate specific tasks can make teams more productive. Spending less time on non-selling activities gives your team more time to reach out to leads and customers and build stronger relationships with them.
With Nutshell as your finance CRM, you have several nifty automation options at your fingertips. Automating processes that waste time makes Nutshell users more efficient. Nutshell’s automation features let you:
To engage with leads and customers effectively and maintain their interest, you must provide value and a pleasant experience. With a leading CRM like Nutshell, you can put your managed and organized customer data to work, gaining insight into customer interests, wants, and needs.
Use this information to segment your contacts into groups based on the type of messaging you wish to send. Then, target these groups with tailored and relevant messages for improved customer engagement and satisfaction.
Nutshell offers the perfect solution with a top-tier email marketing solution, Nutshell Campaigns. With Nutshell Campaigns powering your marketing efforts, you can:
Centralized contact management and efficient team collaboration go hand in hand when fostering the best possible customer experiences. With easy access to information and a simplified means to share data, teams have the tools they need to impress and delight customers.
To ensure each interaction your company has with a customer exceeds their expectations, provide your team with the information they need to enhance customer interactions. It’s also essential that the information is accurate and up-to-date.
When you choose Nutshell as your financial services CRM, long customer service call wait times and customer frustrations due to teams not having all the correct information are things of the past. With Nutshell, elevate team collaboration in the following ways:
Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.
Mark M. Southwestern Scale Co.
I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.
Craig C. Thermal-Tec
We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.
Daniel H. EOS
When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.
Jason C. Arrow Container Corp
We understand that delivering premium financial services takes more than just a CRM system. That’s why Nutshell lets you integrate your favorite finance-related software and more to simplify your operation and bring everything into one central platform.
Some of Nutshell’s key CRM integrations to support financial service businesses include:
Customers demand a higher level of trust and integrity from their financial service providers than most other service providers. Having the best CRM for the financial services industry by your side can help you deliver better experiences for customers and earn their trust and loyalty.
You need a CRM that gives you the tools to stay in touch with your customers, deliver pertinent and valuable messaging, and execute the best possible customer support.
Nutshell offers you the ideal CRM solution for your finance business, providing you with these exceptional benefits:
Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!
When you choose Nutshell as your financial services CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.
Garner the customer trust and loyalty you desire by creating extraordinary customer experiences through next-level customer service and support with Nutshell’s CRM. Deliver valuable and relevant messaging and keep track of interactions with a centralized system that every team member can access.
Register for your 14-day free trial today, or contact the Nutshell team to find out how we can help make your financial services business a success.
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