Modern CRM solutions for the financial sector | CIXON

en

Schedule a meeting

en

Structure instead of paperwork.

With a CRM for the financial sector, you can maintain an overview at all times - clean, secure and scalable.

Read more references

The financial sector is changing rapidly. CIXON finance puts your processes on the digital track.

Financial services are increasingly being handled digitally. Customers expect personalized advice and digital services, while regulatory requirements and competition are increasing. This can only be achieved with the help of powerful systems. CIXON works with you to create exactly the solution that is tailored to the needs of your financial company.

Our expertise in this sector is based on many successful projects. We understand the financial sector and know where the shoe can pinch. We bring our know-how to every new project and combine it with best-practice experience in digital marketing, sales and customer service.

Customer testimonials

The collaboration was professional and solution-oriented right from the start. Particularly noteworthy: quick response, in-depth expertise and clear communication. Thanks to CIXON, we have learned how automation on a solid database can quickly take effect. A clear recommendation for companies with isolated systems.

Philipp Prömm | Managing Partner Shareholder Value Management AG

Philipp Prömm

Managing Partner

Shareholder Value Management AG

CIXON provided us with comprehensive support during the introduction of HubSpot as a central CRM - from process workshops to technical implementation and training. The collaboration was efficient, based on partnership and we are continuing to develop the platform together.

Alice Rispoli-Bramm

Senior Project Manager

Fintiba GmbH

In just five months, CIXON fundamentally transformed our online marketing - from website relaunch and HubSpot implementation to successful lead generation. Particularly valuable: the structured approach to target groups, customer journeys and content. We continue to work together as equals with full conviction.

Kai Heinrich

Chairman of the Management Board

Plutos Asset Management AG

Delivered as promised - this is a good way to summarize the cooperation with Cixon during the onboarding process on the HubSpot platform. The relevant functions were explained very well in three entertaining sessions and the first newsletter was sent out together. We look forward to further cooperation!

Lars Hettche - Fund advisor

Lars Hettche

Fund advisor

HC Capital Advisors GmbH

The Cixon team - real customer success managers!
After onboarding, we wanted to get started with HubSpot, but quickly came up against technical hurdles. CIXON stepped in at short notice: The problems were identified in a 30-minute call - and resolved that very evening. This was a crucial step for us to get started with our content. Thank you for the fast, competent support.

Nadja Wakefield - Project management auxilion AG

Nadja Wakefield

Project Management Corporate Communications

auxilion AG

Case Studies

Shareholder Value Management AG

CIXON Finance Hub, Automated Factsheets, CRM Migration & Strategic Website Relaunch

Our solutions

Complete Finance Hub solution incl. master data, performance charts, portfolio & ESG data, document integration & automated factsheets for all funds
Digital financial communication for all funds
Website relaunch with a focus on leads & user guidance
Clear funnel structures & high-performance web design
HubSpot setup for marketing, sales & CRM
Automated workflows & individual reporting

Fintiba GmbH

Perfect CRM integration & implementation

Our solutions

Complex and comprehensive CRM integration
Seamless connection to the native app
Setting up special B2B sales pipelines and processes
Optimized customer journeys for thousands of new leads every month
Development and integration of automation processes

To the case studies

Our partners from the financial sector

Overview of the CIXONfinance Hub modules

CIXONfinance

CRM

Central customer and document management for financial companies - with sales management, contract management and investment profiles

Learn more

CIXONfinance

Web

Modular web solutions for master data, portfolios, ESG data, charts and documents - can be integrated directly into your website

Learn more

CIXONfinance

Factsheets

Automated creation of regulatory fund documents - multilingual, CI-compliant and available at any time

Learn more

CIXONfinance CRM - an important basis for systematic growth

Customer relationship management systems, or CRM systems for short, play a central role in the growth of financial services companies. They are the basis for central customer data management, they enable the automation of tasks or entire workflows and they automate and optimize sales processes.

The result: a better customer experience through more effective communication with prospects and customers, more reach, more customers and more sales.

To read or listen to: Basic knowledge CRM

2025-01-17 00:00:00 | Stefan Wendt

HubSpot for financial service providers: How to achieve digital success

How can a modern CRM system provide support? Why is HubSpot the ideal platform for financial service providers? What steps lead to a successful implementation?

To the blog post

Customer

CRM for the financial sector | Dominik Enzler & Stefan Wendt Handshake

Optimized support of the customer journey - from prospective customer to investor

The website: The "shop window" to the investor
A CRM solution creates a consistent customer journey: from the first click on the website to the consultation and customer loyalty.
- Central recording of interests and contact points
- Automatic lead assignment to the appropriate pipeline
- Simple transfer to sales or consulting
Targeted communication
Thanks to the structured data management in CRM, prospective customers can be targeted - for example, based on risk profile, investment interest or life situation.
- Personalized e-mail routes
- Follow-ups after initial contacts
- Automated content suitable for the respective phase
Consistent advice across all touchpoints
The CRM provides a complete overview - every employee can see what has already happened.
- Conversation notes, interactions and tasks chronologically in the system
- Seamless handover between teams is possible
- Better customer experience through transparency and structure

Relationship

bg_img

Customer loyalty through personalized advice and structured support

360° customer view in the system
A CRM links all relevant customer data: Risk profile, family circumstances, financial products or maturities - for holistic support.
- Individual customer fields for financial advice
- Presentation of family structures through contact links
- Quick access to past conversations and contracts
Intelligent workflows for greater proximity
Automated reminders, advice notices or offer tracking ensure that no opportunity is missed.
- Time-controlled workflows (e.g. on contract expiry)
- Actions based on customer behavior (e.g. document opened)
- Advice at the right time with the right message
Consulting continuity & building trust
Trust is built with every customer contact - a CRM documents and structures everything.
- Logging of every conversation
- Document uploads & attachments to contacts
- History and follow-up tasks at a glance

Management

CRM for the financial sector | Stefan Wendt on the phone in front of a laptop

Simplify processes, increase security and fulfill compliance

Central data & document management
All customer data, contracts and documents are centrally stored and searchable in the CRM - for greater efficiency and fewer errors.
- Send contract documents with a click
- Versioning and tracking (e.g. "document opened")
- Access control depending on role
Automation & standardization
Recurring processes can be automated in CRM - this saves time and reduces manual errors.
- Templates for consulting & reporting
- Automatic assignment of tasks
- Standardized emails and reminders
Data protection & regulation under control
Data security is crucial in the financial sector. Modern CRM systems comply with all current regulations.
- GDPR-compliant functions for data deletion and anonymization
- Two-factor authentication & encryption
- Role-based access rights for maximum control

You can also find more interesting information on the use of CRM systems, especially within the financial sector, in our podcast "CRM for the financial sector".

Lucas Schmidt from IT4Funds talks to Stefan Wendt about the challenges and opportunities in the financial sector.

CRM for the financial sector | Thumbnail Podcast

Why is a CRM system particularly important for financial service providers?

A CRM system structures processes, automates recurring tasks and improves customer service. In the financial sector, this brings real benefits: greater efficiency, better compliance, higher quality advice and stronger customer loyalty.

What distinguishes an industry-specific CRM from a standard solution?

A specialized CRM such as CIXONfinance is precisely tailored to the needs of financial advisors, asset managers, banks and FinTechs - with functions such as risk profile management, family structure mapping or GDPR-compliant data processing. Standard solutions usually do not offer this depth.

Which processes can be automated with a CRM?

Examples are

Lead assignment & follow-ups
Contract term reminders
Email routes based on interests
Task distribution within the team
Reporting and consulting templates

This reduces manual effort and increases process quality.

How does CRM support personal advice?

With a 360° customer view, structured discussion documentation and intelligent workflows, you can prepare consultation appointments in a more targeted way and systematically build trust. Every employee knows exactly what was discussed and when - regardless of the channel.

How does the connection to existing systems work?

Our CRM solutions can be flexibly integrated into existing IT landscapes - whether ERP, third-party systems or web platforms. Implementation is modular and step-by-step in order to minimize risks and make real added value quickly visible.