Achieve 5X Efficiency in Financial Operations with Comprehensive CRM Services
OVERVIEW
Enhance Your Tech Infrastructure with Comprehensive Integration
We maximize your CRM system's potential by integrating it with the necessary tech infrastructure. Our integration services create a unified digital environment, seamlessly connecting your systems and applications. Whether linking your CRM with an ERP system or your website, we deliver 360° solutions for complete business success.
CHALLENGES
Challenges Holding Fintech Companies Back
Manual Lead Management
Inefficient lead capture and tracking across multiple platforms lead to data silos and loss of valuable customer insights.
Poor Claim Management
Disparate data sources and manual entry hinder efficient claim validation and result in slow processing times.
Complicated Portfolio Management
Inconsistent tracking of transaction data across various systems complicates portfolio management and reconciliation processes.
Error-prone Compliance Tracking
Frequent regulatory changes without automated compliance tracking increase the likelihood of errors and potential penalties.
SOLUTIONS
Transform Fintech Operations with Custom CRM Solutions
Enzigma offers customized CRM solutions for Fintech, helping streamline processes, ensure compliance, and drive growth.
Automated Lead Capture & Management
Implement Web-to-Lead and marketing automation tools for seamless lead capture, real-time data validation, and efficient follow-up processes.
Integrated Claims Processing
Deploy an end-to-end claims processing system,
supported by a centralized portal for collaboration and
document management.
Real-Time Investment Tracking
Enhance investment tracking by simplifying investor functionality to leverage reports and dashboards for real-time insights into settlements.
Automated Regulatory Tracking
Leverage data management and validation features for accurate client information, while using enhanced functionalities to streamline compliance tracking and automate regulatory checks.
Accelerators
CRM Solutions for Efficiency and Security
Tackle data complexity by simplifying aggregation and management, enabling faster, data-driven decisions and customer portfolio aggregation.
Store documents flexibly in Salesforce or external servers, while ensuring compliance, and simplifying invoice, agreement, and contract management.
Leverage our vast expertise in Financial Service Cloud to seamlessly integrate third-party tools, & tailored implementation to maximize value beyond implementation.
Case Studies
Driving Innovation for Leading Tech Companies
Discover how Enzigma has empowered tech companies to overcome challenges:
Leveraging Salesforce Innovation in Fintech
Since 2019, Enzigma has partnered with a leading software provider to optimize fintech processes in legal....