CRM für Finanzberater und Makler

CRM mit Lead-Scoring, Überwachung auslaufender Policen, KYC-Dokumentenprozess, automatischer Bonitätsprüfung und E-Rechnung im B2B.

KYC compliant

BIK ready

KSeF native

Pakete ansehen

Probleme im Finanzbereich

01KYC is a paper-trail nightmarePDFs in email, scans on the desktop, ID copies in DocuSign — and the regulator wants an audit log within 24 hours.

02Policy renewals get missedInsurance / leasing renewals span 12-month windows. Without automated tracking, you lose 20% of recurring commission.

03Lead quality is unevenYou buy leads from 3 sources. Some convert at 15%, some at 2% — but nobody tracks which is which.

04BIK / credit checks are manualEach BIK check requires logging in, copying the result, attaching to the file. 15 minutes per applicant.

Szenarien im Finanzbereich

01Lead scoring + source trackingPer-source conversion rates, lead-quality scoring, automatic routing to the right specialist.

02Policy / contract expiry engineAuto-alerts 90, 60, 30 days before renewal. Triggered nurture sequences. Recurring-commission protection.

03KYC document workflowStructured intake, document signing, auto-classified storage, regulator-ready audit log.

04BIK auto-checkBIK API integration. One-click credit check from the application form. Result attached to the file.

Was enthalten ist

Zentrale Module

LeadsClientsPoliciesKYCBIKKSeF billing

Integrationen

BIKAssecoComarchKSeFKYC providersSalesforce

ROI für Finanzberater

0missed renewalsAutomated expiry tracking and nurture campaigns protect 100% of recurring commission.

−14mper BIK checkBIK API integration replaces the 15-minute manual flow with a one-click result.

100%audit-readyKYC, GDPR and AML — every file timestamped and exportable. The regulator gets a clean audit.

Projekte im Finanzbereich

Wir pilotieren mit zwei regionalen Maklerhäusern in Warschau und Poznań. Verwandte Projekte zu KYC und B2B-Vertrieb finden Sie im Portfolio.

FAQ CRM für Finanzen

BIK API integration?

Yes — full BIK Klient Indywidualny + BIK Przedsiębiorca integration. One-click credit check, result auto-attached.

Asseco / Comarch integration?

Yes — both via official APIs. Two-way client and product data sync.

KYC document signing?

Yes — Autenti / mObywatel integration. Signed documents flow back into the file with a verifiable signature trail.

GDPR + AML retention?

Yes — configurable retention rules per product type, auto-anonymisation, full audit log for the regulator.

KSeF B2B invoicing?

Yes — KSeF-compliant for B2B advisor billing. Ready for the 2026 mandate.

Salesforce migration?

Yes — full data migration with field mapping. Custom Apex flows can be ported.

Voice-Agent für die Qualifizierung eingehender Leads?

Verbinden Sie das CRM mit unserem KI-Agenten: Leads rund um die Uhr per Telefon oder WhatsApp qualifizieren, bevor sie im Kalender des Beraters landen.

KI-Agent für Finanzen ansehen

Finanzen

Bereit für Ihr CRM?

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