CRM Solution for Finance
From Portfolio to Compliance, Manage All Your Financial Relationships
With Rapitek CRM, professionally manage your customer portfolios, financial processes, and compliance requirements on a single platform.
CRM Challenges in Finance
Customer portfolios, credit processes, and investment tracking were managed in different systems. Customer relationships and compliance reporting were becoming difficult.
Discover how Rapitek CRM's features address these challenges with industry-specific workflows.
Features for Finance
With Rapitek CRM, professionally manage your customer portfolios, financial processes, and compliance requirements on a single platform.
Customer Portfolio Management
View each customer's financial profile, product ownership, and transaction history on a single screen.
Credit & Application Tracking
Automate credit applications, approval processes, and collection tracking.
Compliance & Reporting
Automatically generate reports required by regulatory authorities.
Cross-Sell Opportunities
Automatically identify cross-sell and upsell opportunities with customer analytics.
Multi-User WhatsApp Integration
Your entire team responds from one WhatsApp business number. Team inbox, automatic conversation assignment, manager oversight. No more personal phones!
See CRM for Finance
Request a personalized demo configured for your industry. 2-4 week implementation, all features included.
What Rapitek CRM Can Do for Finance
Built from hands-on experience across 200+ enterprise CRM projects. See transparent pricing for all features included.
Customer Portfolio Management
View each customer's financial profile, product ownership, and transaction history on a single screen.
Credit & Application Tracking
Automate credit applications, approval processes, and collection tracking.
Compliance & Reporting
Automatically generate reports required by regulatory authorities.
Enterprise-Grade Security & Compliance
GDPR Compliant
European data protection ready
Data Security
Enterprise-grade encryption
2-4 Week Setup
Fast implementation
200+ Projects
Proven enterprise experience
Why Companies Invest in CRM
Industry research shows significant returns from CRM adoption
Average sales increase with CRM
(Source: Salesforce Research)
Increase in customer satisfaction
(Source: Capterra)
ROI achievable with proper CRM
(Source: Nucleus Research)
Get Your Finance CRM Demo
See how Rapitek CRM solves finance challenges. Live demo with your data in 30 minutes.
Frequently Asked Questions
Common questions about CRM for Finance
Is financial data secure?
Can regulatory reports be generated automatically?
Does it integrate with existing banking systems?
Can multiple people use the same WhatsApp number?
Want to see this in action?
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We're Here with Finance Expertise
With experience from 200+ enterprise projects, we offer industry-specific CRM solutions. Contact us for a free demo.