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- HERE Technologies

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- Change Invest

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How to Choose Your Fintech's CRM Platform

How to Choose Your Fintech's CRM Platform


With the ability to help fintechs win new customers and retain existing customers, it’s imperative you know how to choose the right CRM platform for your business, and it’s never too early to start exploring the options out there. When starting your search our Head of CRM Phil Ireland suggests you ask yourself these questions before making your final decision:

Is it easy to use?

Usability should be at the top of your tick-list. Is it incredibly difficult to migrate your data onto your chosen platform? Can you segment your audiences with ease? How simple is it to create campaigns and map out a customer journey? What about drag and drop editors? Or do you have to build HTML email templates? Is it responsive and can you preview how your newsletters will look on mobile and desktop? There are a lot of things to think about when it comes to the usability of your CRM platform and it all boils down to what works for you. Make sure you have the right resources and skill set in place to match with your CRM platform. 

Can it grow with my business? 

One of the most important, and most overlooked aspects of choosing the right CRM platform. Can your software scale with your fintech? Can it be easily upgraded and adapted to meet your fintech’s needs as it grows and evolves? Think ahead and select a system that’s flexible enough to cope with future expansion. Your CRM strategy should never be short-term. You need to think about how your platform can adapt and grow with your strategy so that you don’t have to migrate to a new platform every other year.

On-premises or cloud-based?

Will your data be stored on a server (on-premises) or online via the cloud (also known as a SaaS solution). You should assess the pros and cons of each before making your decision, however, a cloud-based solution tends to be the most popular as it allows you to manage and access your data from anywhere. That might not be ideal for your fintech, so it really is what works for you. Just make sure you do your research and choose a data storage solution that is secure and manageable for your fintech.

Is it secure? 

Customer data is one of the most valuable assets in marketing. It’s also crucial that you keep your customers' data safe and secure. As a fintech your main challenge is ensuring the customers trust your brand with their finances so the last thing you want is for your customer data to come under threat. The result would likely be reputational damage that’s often impossible to recover from – that’s why it’s important to consider what security measures each system has in place. Take some time to review the security capabilities of your chosen platform before making your final purchase.

Is it compatible with existing systems and third-party apps?

We’re talking about integration – whether that’s with your email accounts or other marketing automation solutions – so that your operations are streamlined. Check what third-party apps the CRM system supports and find out how they can provide greater functionality and customisation. It’s very rare you can find one solution to all of your problems so making sure that your CRM platform is easily intergrated with other trusted solutions can save you time and stress in the future.

Is it mobile-friendly?

CRM usage statistics reveal 81% of CRM clients use the software from multiple devices, so the ability to manage your customer base while on-the-go will likely result in a huge increase in efficiency. As with anything in marketing, mobile capabilities are so important, so make sure your CRM platform is mobile friendly before committing.

Want to find out more? Download our Guide to CRM Marketing for Fintechs.

Need help with your CRM marketing?
Luckily we have experts in fintech CRM marketing that can take care of everything you need. From automation, email marketing to reactivation campaigns, our pros cover it all. If you want to learn more about how you can catalyse growth through a bulletproof CRM strategy, get in touch today.

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