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Today, Performance Insights  is announcing a strategic partnership with Pipedrive .  Together We Will Launch ‘Pipedrive for Financial Services’. 

You are invited to a special webinar (scheduled for 10:00 am CDT, Thursday, August 17) to hear Arho Anttila (Director of Strategic Partnerships at Pipedrive), Ron Buck (CEO of Performance Insights) and various bank executives explain what Pipedrive for Financial Services is and give you a demo.

Many financial institutions are already using Pipedrive for Financial Services including Umpqua Bank who uses it for SBA, Commercial, Business, Small Business, Private Banking, Insurance, Wealth Management and Leasing.  Others include Park Sterling Bank, First Federal Bank, Ventura County Credit Union, BBVA Compass, The Insurance Center, Financial Pacific Leasing and many more.


Please Register me For The Webinar

Register and get a FREE 30-Day Trial of Pipedrive | Learn More at: www.pipedrive.com/en/pipedrive-for-financial-services.

What is Pipedrive for Financial Services?

Pipedrive is CRM software designed around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organized and stay in control of a complex sales process that includes your loan origination system and core processor. Pipedrive is ideal for all sales professionals in banks, credit unions, insurance agencies, leasing companies, mortgage companies and financial planners. Pipedrive:

  • Gives you clarity where you need it most
  • Lets you easily find the stats you need most
  • Is easy and intuitive to use
  • Is fully customizable on all levels
  • Allows you to add any of the following features:

Seamless Integration of Pipedrive with Your Core Processor and Loan Origination System - giving you an end-to-end view of your pipeline with interactive pipeline reports (including loans, deposits, treasury, etc.).

Sales Intelligence and ad hoc Analytics – using data from Pipedrive, your core processor, loan origination system and incentive systems cascaded and interactive reports, dashboards and analytics are provided to every level of the organization in near real-time for pipeline management, sales management, incentives, coaching and your board of directors.

A 360 Degree View of Your Customer – providing CRM profiles in Pipedrive with internal and external customer relationships with current account information from your core processor. Includes various house-holding and portfolio management tools.

Referral Management – send referrals between any of your groups (retail, commercial, SBA, wealth management, mortgage, etc.) – including non-Pipedrive users. This module includes referral and incentive reporting.

Lead Management – imports purchased leads or automatically develops leads by analyzing your existing customers (using business rules). Leads are automatically loaded into your pipeline and monitored for lead management and incentive reports.

Loan Tracker | Mortgage Tracker | Policy Tracker – keeps your customers informed and engaged during the entire sales cycle (including underwriting and pre-closing). Your customers and relationship managers receive mobile (and desktop) updates when there is movement from stage to stage along with anticipated next steps, requests for information and anticipated closing and funding dates.

Smart Notifications – improve pipeline management with real-time notifications of missing pipeline information or the need for updated information.

Automated Forecasting – using algorithms based on historical conversion rates, times in stage and other key performance indicators. Includes funding reports.

MS 365 Integration – including Outlook (tasks, activities, calendar), Teams (chat-based coaching and pipeline management) and Power BI (ad hoc analysis of Pipedrive data, core data and loan origination data).


Please Register me For The Webinar

Register and get a FREE 30-Day Trial of Pipedrive | Learn More at: www.pipedrive.com/en/pipedrive-for-financial-services.