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Pipedrive for Financial Services offers optimal CRM for financial sales activities

Pipedrive for Financial Services offers optimal CRM for financial sales activities
  • Co-engineered with Performance Insights Inc. to address rapidly growing financial services CRM market
  • SaaS solution remedies pain-points of older sales CRMs, leverages best practice benchmarks from over 370 financial institutions

London – Pipedrive Inc., the leading sales pipeline software and CRM of choice for over 70,000 companies, today launched a new Pipedrive for Financial Services solution equipped to greatly optimize financial sales activities. Born from a partnership with fintech solutions provider Performance Insights Inc., the cloud-driven SaaS tool combines remarkable ease of use with unrivalled features and customization.

According to Gartner, the global CRM market segment is now worth $40 billion, with 7.5% attributed to banking, insurance and other financial services ($3.0 billion), and North America being the largest market area. SaaS CRM is growing by 27% annually – double the annual growth rate – and Gartner points to the importance of advanced analytics, machine learning and AI during the next 3 years.

Pipedrive has utilized the two decades of experience Performance Insights has gained from supporting hundreds of the best financial institutions in the US. The result is a state-of-the-art sales pipeline platform optimized for financial sales with financial-sector-specific analytics tools, reporting and mobility functions.

The Pipedrive CRM platform, with its focus on visual sales pipeline management, is aimed at helping a sales team focus on the actions that matter most. Performance Insights has added modules to Pipedrive’s core platform, to fully address the unique needs of banking, insurance, mortgage and other financial services.

For example, Report Suite is a module that provides reporting, advanced analytics and machine learning for improved forecasting and workflow notifications. Functionality is highly tuned to financial sales, including data aggregation from multiple sales systems, cascaded reports and dashboards, advanced analytics and sales intelligence, custom designs and on-demand printing.

Key benefits to Pipedrive include boosted sales and conversion rates, increased team collaboration, data accuracy and sales productivity, as well as more customized customer experience, customer service and communication.

Ron Buck, CEO of Performance Insights, explains, “Our clients are some of the most respected and demanding financial institutions in the world. We have listened as they outlined their CRM needs, and built Pipedrive for Financial Services with individual modules to address the unique needs of financial services. We are introducing them to Pipedrive and they love using it”.

Significantly, the platform leverages best practice benchmarks sourced from over 370 financial institutions – these include the best workflow (stages and statuses) to optimize sales velocity, sales pipeline momentum and throughput. Users enjoy access to a comprehensive library of key performance indicators (KPIs) and sales benchmarks for various financial services.

Martin Henk, Co-founder and VP of Product at Pipedrive, comments, “Our relentless focus on the end user experience over the past 8 years has resulted in a CRM that sales people actually like to use – which is unfortunately quite unique in the industry. End user engagement is critical, as intricate reporting depends on the quality of the data going into the system. We are very excited to partner with Performance Insights and deliver great tools to the finance sector going forward”.

Pipedrive for Financial Services uses 4 core modules in addition to integrating with the most popular 3rd party financial services systems, including core processors, loan origination, agency management, leasing, HR incentive management, and investment systems.

Buck adds, “With our SaaS platform and advanced analytics, we are in the middle of a major market expansion and can not be more proud to partner with Pipedrive for this launch”.

Pipedrive for Financial Services is strengthened by Performance Insights’ expert on-boarding, proactive support and custom training.  More details and a consultation or demonstration can be booked at

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