The Insurance Center is one of the largest insurance agencies in the US. They use Pipedrive for Financial Services for over 200 property & casualty agents and over 100 life & agents.
Umpqua Bank uses Pipedrive for Financial Services for over 400 small business, business, commercial, and SBA lenders. Their private bankers also use Pipedrive for Financial Services along with credit and underwriting.
Financial Pacific is an industry leader in leasing. They use Pipedrive for Financial Services for their various leasing groups including equipment leasing and vendor finance. But they also use Pipedrive for Financial Services to automate credit and underwriting.
...and many more
Pipedrive for Financial Services has been developed by Performance Insights and some of the most respected financial institutions in the world as the new sales platform for financial services. Pipedrive is the core platform that financial institutions love to use. Performance Insights has developed individual modules around Pipedrive to address the unique needs of banking, insurance, mortgage and other financial services. Report Suite is one of the modules that provides reporting, advanced analytics and machine learning for improved forecasting and workflow notifications. Report Suite features include:
The need for PipedriveforFinancial Servicesis supported by Gartner’s most recent research.
“Our clients are some of the most respected and demanding financial institutions in the world. We have listened as they outlined their CRM needs. We introduced them to Pipedrive and they loved using it immediately. We then collaborated with them to build Pipedrive for Financial Services which includes individual modules that address the unique needs in financial services.”
“With our SaaS platform and advanced analytics, we are in the middle of a major market expansion and can not be more proud to partner with Pipedrive to launch the new sales platform for financial services.”