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Financial Services Industry offers key services to customers like wealth or asset management, Insurance advisory, Investment advisory and more. In today’s competitive market, organizations in financial services industry should adopt CRM technology to attract more customers, increase customer retention and boost profitability.

How It Works

CRM system empowers the Financial Services organization to build stronger relationships with prospective clients to maximize conversion rates, create, cultivate & nurture professional client relationships, and grow revenue.

Kreato CRM platform centralizes customer data, improves and optimizes customer relationship management at all levels, including helping you communicate effectively with your customers through all possible channels of communication (including phone calls, emails and text messages).

Solid lead and pipeline management process and intelligent analytics will help your team to stay on top of all lead follow-ups and deals closure. Your customer service improves by making the process of working with clients faster and more efficient.

Kreato CRM serves as a true collaborative platform that is intuitive, easy to use, increases efficiency, accountability and productivity of your team.

How Kreato Helps Your Business To Accelerate Growth?

CRM system with just traditional CRM capabilities are no longer enough to be competitive. All your Firm need is a new age CRM with Artificial Intelligence & sales acceleration capabilities such as sales automation, predictive analytics, machine learning, natural language processing, lead prioritization, email tracking and inbound call tracking.

Kreato automates most of data entry & routine activities of your team. Using magical powers, Kreato auto updates the system: every time someone in your firm interacts with a client (mail or call), saving time and giving you confidence to know what’s going on.

Powered with AI Capabilities Kreato can intelligently drive your team to adapt successful process for every client, helps your team to be proactive,  alert you if things are going off track, auto guides team with predictive recommendations & contextual insights to focus on what’s most important and perform right activities at right time in right way.

Full Featured 15 days Free Trial. What are you waiting for?

Simple & Affordable

Starts @ Rs. 600 / user / month.

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