CRM for financial advisors and brokers

Lead-scoring CRM with policy-expiry tracking, KYC document workflow, BIK auto-check and KSeF-ready B2B billing.

KYC compliant

BIK ready

KSeF native

Finance pain points

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.

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.

Core modules

LeadsClientsPoliciesKYCBIKKSeF billing

Integrations

BIKAssecoComarchKSeFKYC providersSalesforce

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.

We're piloting with two regional brokerages in Warsaw and Poznań. Browse our portfolio for adjacent KYC and B2B sales work.

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.

Pair the CRM with our AI Agent — qualify leads 24/7 by phone or WhatsApp before they hit the advisor's calendar.

Finance

Book a 30-minute call. We'll recommend the right package for your business.