A CRM methodically designed to address the unique challenges of the financial sector.

edge CRM for Financial Services

28%

Sales review meetings have never been so smooth. Thanks edge CRM for simple and accurate reports.

-Hariprasad Venugopal, Director, Moneyedge Financial

Every little detail, 100% organized.

edge will aid decision-makers to foresee opportunities, bookings in progress, and past wins to simplify setting precise goals for the future and pinpointing productivity bottlenecks.

edge will help relationship managers & distributors to spend less time managing routine tasks and more time interacting with clients. Use edge CRM and experience its credibility at all levels of business hierarchy!

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Minimize customer attrition and maximize revenue with edge.

  • edge CRM is a fore and aft utility for banking, insurance, lending, and investment firms
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Cloud and mobile-based service with stringent data security

With no compromise on data security, edge has integrated mobile web interface to offer remote access to sales tools, customer databases, and back-end systems with customized access permissions.

edge’s actionable analytics tools will help teams in detecting upsell and cross-sell opportunities,discerning early flight risk signals, and addressing customer pain points.

42%

Increase in Lead or Order Ratio.

21%

Increase in the Number of Client Meetings.

5

hrs per RM per Month saved on Manual Reporting.

edge CRM statistics for Financial Services
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