Make an appointment
Phinance

Phinance: CRM Evolution From Outdated Legacy to Modern Sales Advisor

How Phinance Took Control of Sales Processes and Customer Support

Quick facts

Client
Phinance
Project Scope
Implementation of Phidoradca – A Modern CRM and Sales Application
INDUSTRY / CLIENT TYPE
Financial Advisory / Sales & Customer Service

Client

Phinance is one of the largest financial advisory companies in Poland, employing hundreds of advisors and serving thousands of clients on the domestic market.

The company specializes in the sale of financial and insurance products, and its activities include both customer service and support for large-scale sales processes

Challenges Before Starting A Project

  • Outdated, slow and unsupported CRM (Zurmo).
  • Distributed data of customers, contracts and tasks.
  • Lack of mobility and personalization of views for advisors.
  • Manual management of tasks and appointments.
  • Need for an automated financial contract lifecycle management.
  • Rapid deployment requirement without compromising UX or Security.

Project Objectives

  • Developing PhiDoradca, a single, coherent CRM and sales application.
  • Streamlining task management, meeting scheduling, and sales cycles.
  • Custom dashboards and high-performance search engines for field agents.
  • 360-degree visibility into team performance and KPIs.
  • Seamless connectivity with insurance providers and Google Calendar.
  • A secure, scalable environment optimized for both mobile and online use.

Solution

The implementation of PhiDoradca covered two main areas:

Advisor Area

  • One CRM + sales app.
  • Personalization of views – columns and filters tailored to the work of the advisor.
  • ElasticSearch Engines – Data search in <0.5 seconds.
  • Automation of tasks and meetings, notifications, integration with Google Calendar.
  • Online sales – APK proposal and approval module.
  • Mobile version in Bootstrap technology.

Manager Area

  • Full visibility of the work of the team of advisors and contracts.
  • Data supporting decision-making processes and analysis of team effectiveness.

Benefits

  • Integration with the largest insurance providers (Warta, Allianz, InterRisk).
  • A single source of truth about customers, contracts, and tasks.
  • Process standardization.
  • Scalability – serving hundreds of thousands of customers and thousands of contracts.
  • Acceleration of the work of advisors and full mobility.
  • Improved UX with a modern interface.
  • Automation of the life cycle of a financial contract – from application to contract policy, without manual exchange of documents.
  • Data security and compliance with GDPR and KNF requirements.

Transformation

Results

Area / Issue
Pre-deployment (Zurmo)
After deployment (PhiDoradca)
Obszar CRM
Przed Slow, unsupported, unintuitive
Po Fast, modern, intuitive
Obszar Data search
Przed Free, inflexible
Po ElasticSearch, <0.5 s, simple and complex queries
Obszar Task and meeting management
Przed Manual, no calendar integration
Po Automation, notifications, integration with Google Calendar
Obszar Labour mobility
Przed None
Po Responsive mobile version, access from any device
Obszar Sales process
Przed Manual, Paper, Slow
Po Automation from proposal to policy, online sales
Obszar Control and reporting
Przed Limited
Po Full visibility of advisors' work, analyses for managers
Obszar Data security
Przed Excel, paper
Po Data centralization, compliance with GDPR and the Polish Financial Supervision Authority

Empowers advisors, automates sales.

Discover how we can streamline your workflows, automate customer service, and give you total oversight of your sales funnel.

Book free consultation