Have you got your customer information already under control?
Or still in spreadsheets?

Out-of-the-box solution for successful advisory

UNiQUARE CRMsmart is a highly standardized CRM solution based on best-practice processes for an efficient customer service and sales management. It is based on more than 20 years of experience gained exclusively in the financial sector.

UNiQUARE CRMsmart is characterized by low investment and operating costs. The solution drastically reduces administrative expenses and enables consistent, effective customer service. Due to a perfect linkage to portfolio management, seamlessly integrated workflows and a quick and clear customer reporting are guaranteed.

UNiQUARE CRMsmart facilitates within shortest time:

  • Significant increase in service quality
  • Increase in competitiveness
  • Increase in sales
  • Noticeable increase in efficiency
  • Reduction in acquisition and service process costs