Editorial & Advertiser Disclosure Global Banking And Finance Review is an independent publisher which offers News, information, Analysis, Opinion, Press Releases, Reviews, Research reports covering various economies, industries, products, services and companies. The content available on globalbankingandfinance.com is sourced by a mixture of different methods which is not limited to content produced and supplied by various staff writers, journalists, freelancers, individuals, organizations, companies, PR agencies Sponsored Posts etc. The information available on this website is purely for educational and informational purposes only. We cannot guarantee the accuracy or applicability of any of the information provided at globalbankingandfinance.com with respect to your individual or personal circumstances. Please seek professional advice from a qualified professional before making any financial decisions. Globalbankingandfinance.com also links to various third party websites and we cannot guarantee the accuracy or applicability of the information provided by third party websites. Links from various articles on our site to third party websites are a mixture of non-sponsored links and sponsored links. Only a very small fraction of the links which point to external websites are affiliate links. Some of the links which you may click on our website may link to various products and services from our partners who may compensate us if you buy a service or product or fill a form or install an app. This will not incur additional cost to you. A very few articles on our website are sponsored posts or paid advertorials. These are marked as sponsored posts at the bottom of each post. For avoidance of any doubts and to make it easier for you to differentiate sponsored or non-sponsored articles or links, you may consider all articles on our site or all links to external websites as sponsored . Please note that some of the services or products which we talk about carry a high level of risk and may not be suitable for everyone. These may be complex services or products and we request the readers to consider this purely from an educational standpoint. The information provided on this website is general in nature. Global Banking & Finance Review expressly disclaims any liability without any limitation which may arise directly or indirectly from the use of such information.

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 https://www.pipedrive.com/en/pipedrive-for-financial-services