Email: sales@nexivo.co

Phone: +91 9868 3290 81

Foster client loyalty by providing
outstanding financial services.

Effortlessly access essential client data, understand their requirements, and delight them with swift solutions.

Craft exceptional experiences for your clients, accelerating your business growth with accelerating your business

growth with the highest-rated CRM solution tailored for financial services institutions.

Book Appointment

Transforming Finance Operations for Success - Finance CRM

Gain full access to client information.

Zoho Financial Services CRM provides comprehensive access to clients' financial and

policy documents, insurance records, and more.

Grow the value of your managed assets.

Our adaptable implementation grants you access to a comprehensive overview of all your transactions and interactions with an institution.

Guide Your Business
Toward Success

Our training encompasses personalized dashboard creation, key performance indicator monitoring, and extracting intelligent insights from CRM data.

Monitor performance metrics

Zoho experts offer training to efficiently monitor key performance indicators, gain CRM insights, and resolve client issues using built-in tools and help desk platforms.

Zoho CRM for all Sectors

We offer Zoho Financial Services CRM solutions for Banking, Wealth Management, Credit Unions, Insurance, and Investment Services.

CRM for Corporate Banking

Enhance Call Center and Field Sales Efficiency with LeadSquared's Mobile CRM, for Finance industries.

Transform Your Client Connections - Finance CRM

Explore the Nexivo advantage and elevate your finance business. Our Vertical CRM for Finance is a strategic partner, not just a tool. Join top finance professionals who trust Nexivo to optimize operations and enhance results. Ready to redefine your finance strategy? Contact Nexivo for a personalized demo and discover how our CRM solutions can reshape your approach in the dynamic world of finance.

For Sales Reps

A proficient CRM boosts sales rep productivity, resulting in better sales outcomes. Team efficiency is attained through collaborative efforts, streamlined data access, and seamless communication

For Sales Managers

Managers frequently encounter the challenge of monitoring their sales team's activities. A sales pipeline CRM addresses this issue by providing timely analytics and reports, enabling managers to better plan for future sales campaigns.

For financial advisors

Financial advisors must maintain constant communication with prospects and clients for lasting relationships. Utilizing CRM enables automated processes, expanding business and seizing opportunities.

Why Nexivo for Finance Companies?

Provide tailor-made services.

CRM systems monitor data from various departments within your company, allowing you to customize optimal solutions for individual customers and establish trust that lasts a lifetime.

Efficient procedures

When each employee is equipped with real-time updates on every customer, processes gain speed and reliability. This empowers any team member to swiftly carry out procedures, saving valuable time and delivering satisfactory service to customers.

Incorporation with applications & systems

Switching between multiple apps to gather customer information can be cumbersome. Our CRM financial services provide a unified solution for

handling leads, knowledge, and all other sales processes in one place.

Generate chances for upsell & cross-sell.

Your customers consistently seek additional value. When you provide a service, they anticipate receiving added benefits over time. Capitalizing on this opportunity can enhance customer retention and contribute to expanding your customer base.

Enhanced teamwork

Having all information accessible on a single platform facilitates swift retrieval by the entire team, promoting seamless collaboration among team members.

Ensure the security & integrity.

Relying on spreadsheets and notepads to manage customer information may not be the most effective approach. CRM finance offers an innovative solution, allowing you to securely store all customer information on a reliable platform. It's important to note that identity fraud has become a significant concern in today's environment.

About Nexivo

Nexivo Consulting is a Zoho-only company that has been ranked the number one Zoho Premium Partner for 2023 and the fastest emerging partner for 2022. Nexivo provides Zoho services across the globe, with offices in India, the USA, and the UAE. Nexivo is a renowned firm that provides innovative solutions and strategic guidance across industries. With skilled consultants and tailored services, we help businesses overcome challenges, optimize operations, and achieve long-term growth. Our expertise includes management consulting, digital transformation, technology implementation, and process optimization, delivering tangible results for sustained success.

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Additionally, we offer Zoho consultation,

Implementation, and Support Services.