Win Against FinTech Disruptors with FinTech CRM

Published on July 23, 2020
3 min read
Icon Saphyte Team
3 min read

FinTech is among the fastest evolving industries at present. The finance and technology component of this industry sits right at the center of the growing world, most especially in the marketplace. 

The importance of FinTech pervades through every industry and even the personal lives of everyone. Fintech has transformed the whole financial services sector. From the traditional financial sector, like banking and insurance, to new ways of investment, payment or budgeting. The presence of Fintech can be seen everywhere.

Whilst emergent technologies are giving consumers another variety of services to choose from to satisfy their financial needs. Like any other industry, clients of the financial sector are ever more demanding a better experience from their financial service providers. 

Just like any other industry, the success of the FinTech industry is determined through their customer experience. This is where CRM comes into the picture. 

How CRM Helps Fintech Companies

In order for fintech companies to build a strong and reliable relationship with their customers, they need to invest in a good CRM tool. A Customer Relationship Management (CRM) solution can do more other than managing customer information and contact management. 

Here are some of the benefits of having a CRM with you. 

360-Degree View of Financial Services

Clients subscribe to your company for an extensive and inclusive variety of financial services. As a company, you need a comprehensive visibility of the products they use, assessed income and debt levels, credit score and other details. 

With a CRM, you can gather data into a centralized data center, and your sales team can customize the offers and marketing material for your individual clients. With a CRM, you can keep track and record conversations with your consumers, keep track of the contracts they signed and monitor any account-based tasks of your sales team.

Categorization and Householding

Categorization plays a significant role in the products and services needed. A CRM can go through your database and categorizes those with identical addresses. This type of sales-targeting strategy can predict the most relevant communications for the customer’s living 

Remember, banking and loan needs for each group will differ, and the categorization of any CRM feature will allow you to fine-tune your marketing and customer interaction.


You have plenty of sources of valuable customer data and contact information in your finance organization, but they often reside in specialty accounting and banking software. Look for a CRM offering third-party integration with your company’s preferred solutions. 

You can bring in more data for client profiles, improve visibility throughout your business and coordinate resources across multiple departments. Manual data entry can also lessen due to integration because the entire sales team works with a unified data set on a real-time basis. 

Why Saphyte is the Ideal Option for a FinTech CRM

Saphyte has CRM features that can help you streamline all of your corporate activities and integrate them into one powerful platform. Whether you’re generating leads, getting potential customers through phone calls, or implementing marketing campaigns through email marketing, Saphyte is the CRM ideal for you. 

Here are some of the prominent features of Saphyte’s CRM. 

Lead Nurturing

Customer information is a prized gem in every sales process. Saphyte is built with a powerful and reliable contact management system wherein, the system enables its users to have a view of centralized information in one place. 

With Saphyte you can categorize your leads by status and updates. There are client notes where you can take notes of the touch point history you’ve had with the client. 

The software is also built with a lead scoring algorithm, so that you can identify if a customer is ready to convert or not. These features will help you and your team convert leads to actual clients efficiently.

Sales Management, Client Onboarding

Saphyte is built with features to address your sales team needs for a seamless sales process. The CRM is built with sales forecasting and sales intelligence to provide you with real-time and accurate information for your business decisions.

Saphyte also allows its users to make use of third-party identity verification tools to smoothly take clients onboard and expedite the process. The lesser steps your sales team has to take, the better they can build customer relationships. 

Campaigns are Made Easy

Get your business into full gear and be ready to face your competition. With Saphyte, you no longer need to switch from one application into another and log-in using different accounts every time.

Your marketing campaign activities are all summarized and can be found under the Campaigns tab for easy monitoring, with tools that you can use to optimize your campaigns and increase their effectiveness.

Marketing Automation

Saphyte is armed with a good marketing automation and email marketing system. Most CRM solution software carry features that will facilitate the implementation of your marketing campaigns. Saphyte can provide tools that will help you nurture your leads and turn them into actual clients through personalized service. 

Through marketing automation, you can send out curated information to your target audience. You can also be notified when your customer has opened the email you’ve sent, downloaded an attachment, or clicked a link. With this feature, you can be able to follow on your leads and respond promptly. 

Contact Management

To further nurture your leads and build customer trust along the way, you must have reliable customer information at your disposal. To make that possible, Saphyte is designed with a good a contact management system.

A contact management system is responsible for storing a customer database. This will include names, positions, lead scores, and even the nature of a lead’s business. The contact management feature will be the driver of the customer service experience.

Plus, you won’t need to invest in hard drives, because Saphyte is a cloud-based CRM. All your information will be stored on a secured cloud system and only you and your team can have access to it.

Customized for Scalability and Flexibility

Saphyte is built around with the idea of growing alongside your business. The system can be customized according to your needs, modules, tools, or custom processes. Plus, customizable dashboards that gives you a one-page overview of all the information you want to know regarding your client, sales, marketing, and support management.

With these features, the system can grow along with your business and can be tailored according to your business processes. Saphyte adapts to you; you do not adapt to Saphyte.


On top of all these features is affordability. Saphyte has a pay-as-you-go monthly fee scheme that fits like a tee with your budget. No set-up fees, inclusive of a free demo, and a 24/7 customer support readily available in every subscription plan. 

Whether you’re a small business or an enterprise in the FinTech sector, customer satisfaction plays a key role in it. To better serve your customers, you need to invest on a reliable CRM software today. 

Start it by choosing Saphyte as your CRM partner. Contact us for a free demo or start your free trial now.

May 27, 2022