Engage deeper with your customers

In the Financial Services industry you deal with intense competition. Prices, products, and distribution models can often be easily copied by others. To differentiate your business and excel in such an environment, you must connect with clients on a deeper level. This essentially involves:

  • Looking for efficient ways to gather insight into customer needs and preferences
  • Offering them relevant, personalized products and services
  • Delivering a high-touch experience based on personal and contextual knowledge of the customer
  • Retaining profitable customers.

Therefore, implementation of efficient Customer Relationship Management (CRM) software is a business-critical issue. 

Benefit from CRM software

Tailored for the specific needs of financial services providers, CRM is the very tool you need to drive growth to your business. With a robust CRM solution in place, you can:

  • Increase customer satisfaction and retention
  • Gain deep insight into client needs
  • Identify high-value clients
  • Create targeted offers
  • Engender customer trust through personalized services
  • Expand relationships with customers
  • Improve customer loyalty
  • Increase business performance
  • Strengthen competitive advantages
  • Automate tasks and processes
  • Speed execution of multi-step processes.


Super-charge your business with CRM from Elinext Group

At Elinext Group, we are engaged in creating CRM software for Commercial Banking, Retail Banking, Capital Markets, and Wealth Management organizations. Our custom CRM solutions enable financial services providers to successfully manage customer relationships across all channels and touchpoints. We always do our best to meet the most demanding requirements of our clients.

Get software for a brighter future

To stand out from the rest, take finer and more granular customer marketing actions. Seamless integration of a CRM system into your financial services business can help you get a greater understanding of clients, their needs and preferences.

At Elinext Group, we develop CRM products for organizations engaged in Private Banking, Wealth Management, Asset Management, Investment Management, Risk Management, Corporate Advisory, and related services. Our approach to delivering software is to provide your organization with a perfectly custom fit CRM solution built for the way you work. 

Enjoy your top benefits

The greatest advantages of having CRM in place include:

  • Fiercely loyal customer base
  • Boosted operational efficiency
  • Streamlined processes
  • Enhanced cross-sell and up-sell opportunities
  • Improved profitability.

Why CRM from Elinext Group

Elinext Group’s software reflects the core needs of the Financial Services industry. Our CRM solutions include industry-specific configurations, customizations, roles, workflows, reports, and best practices. Software from Elinext Group is used by a wide range of financial institutions and their customers all over the world. Clients choose us for the following reasons:

  • Deep technological expertise
  • 15+ years on the international market
  • Excellent software quality
  • Professional project management
  • On-time delivery.

To implement a CRM system, created for your specific business needs and priorities, take a simple step. 


You have a project

Step 1
You send us all the requirements that you have, specifications or any other documents about the project
Step 2
We analyze the requirements, estimate the project and offer you a quote for development
Step 3
If it looks reasonable to you, we sign an NDA and a contract and start the project

We work on the project

Step 1
We assign a project manager and organize a dedicated team of software developers and designers
Step 2
The whole team is online the whole working day and available via email, Skype, phone
Step 3
Clients decide the level of involvement in the development
Step 4
Clients provide us with the preferences and recommendations regarding design and specific features of the application
Step 5
We carry out development. Several times per week we organize demonstrations for clients to provide them with the latest updates on the development
Step 6
Organize a QA team of testers, that will fix any code imperfections and bugs
Step 7
Deliver the finished solution and all sources, assist to deploy online

The project is ready

Why CRM implementation is critical for the Financial Services industry?

The marketplace is changing. Informed better than ever before, clients are very selective nowadays. To succeed, financial services providers need to manage relations with them better, for mutual advantage. This can be achieved via efficient CRM software with the possibilities for profound analytics, segmentation, design and delivery of the proposition, and performance tracking.

What are the main perks of CRM implementation?

With a CRM system you get a number of benefits that give you an advantage over your competition. It helps:
Create a unified, multidimensional view of customers
Streamline relationship management strategies
Drive customer retention
Enable high-quality customer service
Make faster, more effective decisions
Reduce operating costs.

Why should I be using custom CRM software instead of a mass-market packaged solution?

Unlike mass CRM products that often turn out to be over-complicated and not cost-effective, custom solutions are designed to automate, arrange, and synchronize processes within your particular organization. Therefore, choosing custom CRM software is often better than opting for an out-of-the-box package. Moreover, with a custom CRM you pay for what you really need.

Do you develop CRM for mobile devices?

Yes, we develop mobile editions of CRM systems. These are mobile applications that let you access your CRM data and functionality anywhere and anytime from your smartphone or tablet. With the mobile version you will stay informed about the latest business developments, collaborate with colleagues and make timely decisions.

Can your CRM system be expanded as my business grows?

Yes, this is possible. The CRM system can be optimized in accordance with your business growth possibilities for years to come. At the same time, system performance and security remain equally powerful. We can also provide training and support for everyone using the system.

Is your software secure?

Absolutely! Security is one of our top priorities. Our CRM solutions embrace secure authentication processes, strong encryption of data on transmission paths, protection against the manipulation of data and processes, protection against unauthorized access, etc.

Do you have expertise in the Financial Services industry?

Elinext Group is a trusted provider of IT solutions to numerous international companies. Among the end-customers of our financial software are Fortune 1000 companies.

Do you implement Quality Assurance procedures for CRM projects?

Yes. QA is a mandatory part of the software development process at Elinext Group.

Can I have a look at the list of your customers?

To get a better idea of who our customers are and what they think about us, please click here. You are also welcome to check out our Case Studies.

How can I start working with you?

Please feel free to contact us via the contact form on our website, by email, telephone (+375-17) 237-53-65 or Skype. You are welcome to send us your project requirements, details, design sketches, etc. If you just have an idea, we will advise you on how Elinext Group can help you best realize it.