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Financial CRM / CASE STUDY

TotalFinserv

Financial CRM for leads, customers and follow-ups

A financial services CRM connecting lead stages, document verification and customer relationships. Customer profiles bring together tasks, notes, attachments and risk-profile information.

Illustrative TotalFinserv financial CRM with sample lead stages, document review and customer follow-up tasks
Illustrative interface based on the project workflows, using sample data. No real customer or financial records are shown.

THE BUSINESS CONTEXT

Built for the way the business works.

Financial services relationships involve more than an initial enquiry. Teams coordinate lead ownership, document review and customer information, then continue the relationship through follow-up tasks and a maintained customer record.

The solution

The CRM tracks leads by source, stage and assignee, with separate investment and verification handling before conversion to a customer. Customer profiles organise notes, attachments, nominee details and risk-profile responses alongside tasks and workflow records, keeping relationship work connected to the same customer.

INSIDE THE PROJECT

Connected capabilities.

01

Lead pipeline

Manage lead sources, stages and assignees, then convert a lead into a customer record.

02

Document verification

Collect lead documents and coordinate the verification handoff.

03

Customer profiles

Bring notes, attachments, nominee details and risk-profile responses into the customer workspace.

04

Relationship follow-ups

Maintain customer-linked tasks and workflow records for ongoing relationship management.

THE CONNECTED WORKFLOW

From first step to everyday use.

  1. 01

    Capture and assign the lead

  2. 02

    Review documents and convert to a customer

  3. 03

    Coordinate customer tasks and follow-ups

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