Improve your customer relationship with Efficy CRM

Now more than ever, banking and insurance institutions need to re-think their strategy: to accelerate their digital transformation; to get to know their clients better; and to adapt their offerings and interactions with them.

The banking, insurance and mutual health insurance sector is currently undergoing major transformations. The European directive on capital requirements for banks (known as Basel II); a rapidly evolving legal framework; the digital revolution and its consequences for existing businesses, plus the advent of new on-line players; and the diversification and customisation of available insurance offers (property, injury, etc.) are all contributing to making this market sector increasingly volatile.

Efficy helps banks and insurance companies to capitalise on their customer knowledge, to implement an omnichannel approach and to define effective marketing strategies.

The challenges of Customer Relationship Management in the sector

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    Optimising overall customer experience
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    Effecting a successful digital transformation
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    Offering competitive customer service

The right product, for the right person at the right time

Customer knowledge is a fundamental asset for any company. It is what gives you the keys to adapt your offering and your sales approach in order to meet the expectations of each individual customer. Efficy CRM helps you develop this customer knowledge and re-use it in a proactive and efficient approach.

  • a 360° view of the client, their household, their products and connections.
  • highlighting potential sales
  • records of each customer’s current contracts, whether they are managed by you or your competitors, so you can be there at the right time
  • easily configurable business-specific rules to define relevant and adapted scorings
  • indicators (KPIs) to measure the profitability of your actions and the loyalty of each customer
  • automatic notifications to help your operators be proactive and identify potential opportunities (a contract which is due to expire, a member of the household who is about to turn 18, maybe this is the right time to offer a student loan, etc.)

Adapt to new user habits to be where your customers and prospects are

As contact points multiply – physical networks of agencies, comparison engines, website, phone, email, social networks, mobile apps, etc. – so too do potential customer interactions. This means being able to control your customers’ overall experience has become paramount.

Efficy’s CRM solutions give you the means for controlling the customer experience you offer, from first contact throughout the entire life cycle of the contracts, by optimally combining all interaction channels. Efficy’s CRM solutions can interface with all the other components of your information system, be they internal (underwriting software) or external (on-line comparison engines) in order to optimise and enhance the actions of your consultants with clients and prospects. Whether on-line or from their mobile application, your clients can access all useful information from their personal portal: follow-up on their requests, reimbursement claims, etc. and you can “push” new offers depending on the context.

Satisfying clients by offering service quality

Thanks to Efficy CRM you can optimise your customer service while also making the work of your call centre agents easier.

Our request management module will become a valuable asset in your customer relationship, thanks to its comprehensive features for managing requests (claims, litigation, information requests, etc.) from the moment they are created until they are closed: knowledge base, SLA, contextual workflows, etc.

With Efficy’s CRM solutions, your call centre agents will have a synthetic overview of the customers’ contact details, client information, sales opportunities. Thanks to its configurable rules engine, deadlines automatically adapt to the individual case of each client.

Banking & insurance CRM references

Our solutions



Are you a small business or a start-up looking to buy ready-to-use customer relationship management software for the first time that will grow with you?
25€ / user / month

(2 users minimum)

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Are you a small to medium-sized company or a company with a very small business and are you looking for a customizable and easy-to-implement CRM software?
45€ / user / month

(5 users minimum)

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Are you a medium-sized company looking for a complete CRM software, adapted to each department, to centralize all customer knowledge?
60€ / user / month

(5 users minimum)

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Are you a large company or a major account with a CRM project underway? Are you looking for a tailor-made software solution to improve your processes?
80€ / user / month

(10 users minimum)

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