Solution introduction
UNiQUARE CRM is in its sixth generation and thus the most innovative and at the same time the most mature customer relationship management system available to the financial services industry
UNiQUARE CRM enables efficient sales and high level of customer service. It is fully integrated and ensures the completeness and high quality of your customer data and history, providing a real 360° view
UNiQUARE CRM offers fully or partially automated processes that support the consultant with customer-specific and needs-based tips, offers and consultation techniques. This significantly increases the chances of success in acquiring new customers, maintaining customer loyalty and exploiting the customer potential. These no longer depend solely on the qualifications and experience of the consultant.
Our CRM helps you to efficiently implement all customer-oriented processes necessary for legal compliance.
