CRM for financial services

Execute your go-to-market strategy easily with the right digital ecosystem, combining CRM and marketing technology to deliver growth and meet business objectives.

Build trust across your audiences and markets, and transform that trust into meaningful commercial conversations.

With over 15 years of expertise, the redk team are masters at delivering CRM solutions and building digital capabilities fit for the financial services industry.

We’ve helped many brands in the financial sector achieve significant results across the different areas of their go-to-market strategies, improving prospect building, sales funnel and relationship management.

Think personalised digital marketing capabilities built for Financial Services brands, which impact on your ability to build the brand across different audiences and create a solid prospect base, streamline marketing-to-sales processes, and deliver results.

Trust our market-leading methodology and technical expertise to revolutionise your business – we deliver high performance crm software solutions for fintech, asset management, wealth management, insurance or banking. Implement high performance digital capabilities with redk by your side.

Digital Solutions for the Financial Sector

MAKE IT PERSONAL

Harness the power of personalised customer data insights to deliver tailored interactions, recommendations, and offers that make a lasting impact on your customers. With advanced digital marketing capabilities, your marketing teams will be able to scale and deliver marketing campaigns that are effective and on point.

STREAMLINE MARKETING TO SALES OPS

Make the marketing campaigns deliver tangible value to sales teams to push conversations down the funnel. Handover warm conversations and provide sales teams with a good understanding of the digital journeys previous to commercial engagements.

SCALE & DELIVER MORE

Ready to handle the surge? Our digital CRM framework is a scalable solution that equips financial services to tackle the challenges of marketing and sales teams. We help you scale operations through well implemented CRM technology and best practices.

EMPOWER EMPLOYEES

Empower your team to conquer the financial world with CRM systems and digital marketing capabilities that work alongside with them. Launch new products, nurture conversations and deliver personalised content at scale.

HAPPY RELATIONSHIP MANAGERS

Give your relationship managers a comprehensive view of your customers and the insights they need to deliver not heir function effectively, to up-sell, cross-sell and keep your B2B and B2C customers loyal.

MASTER COMPLIANCE

Stay ahead of the compliance game. CRM ensures your financial services company will sail through regulations effortlessly by securely storing data, automating compliance processes, and safeguarding privacy. No compliance worries, just peace of mind.

Trusted by leading brands across the UK and Europe

EXPERIENCE THAT WARRANTS SUCCESS

The most powerful CRM technologies and redk’s 15 years of experience = A winning team!

Our methodology aligns our experience in financial services with great software, such as Salesforce, Zendesk, Ada and SugarCRM, to produce a robust CRM frameworks and digital capabilities to drive more effective go-to-market strategies and results.

We understand that CRM projects are business projects. So, we dive headfirst into your business. We collaborate with your executive and management teams to gain a deep understanding of how technology should align with the business vision and deliver its intended value.

At redk, we are masters of operational design. We streamline processes, optimise productivity, and drive peak performance. With cutting-edge technology and agile practices, we take a dynamic approach that drives efficiency and accelerates your transformation journey.

Technology alone is not enough to drive transformation. It’s the people who drive change. We guide you through managing organisational and operational change, ensuring your teams are ready to embrace the new solutions and drive adoption for maximum impact.

We don’t just implement and leave you hanging. With redk, you have a dedicated partner providing comprehensive technical support. We’re here to ensure that your technology solutions continue to run smoothly, keeping your business on track and empowering you for ongoing success.

WHAT OUR CLIENTS SAY

‘At PromoFarma we aim to turn the entire company into a health platform that helps people manage their own health in a simple and optimised way, using digital products and solutions.’

Beatriz López

Operations Manager at PromoFarma

‘redk was by our side throughout the entire process and beyond, helping us to adapt, meeting our needs, and resolving doubts and problems.’

Sandra Brion Abuin

Business Development Manager, Marine Instruments

‘redk helped us design and define the customer lifecycle by implementing a CRM-based solution that covered the defined processes and structured all the data around these processes.’

Andrés Rodríguez Morado

Marketing Manager, Marine Instruments

‘redk has true professionals who have accompanied and guided us at all times.’

Inma Costa

Customer Service and Marketing Department - Consum

’The expertise of redk as a business has helped them to get the best out of us and to drive a successful project and transformation’

Faye Williams

Internal Sales Director

‘The team at redk reminded us that CRM isn’t just about being more efficient. It’s about serving our customers better'

Russell Stables

Company Director, 2buy2

“redk truly helps us overcome all the hurdles of such a complex project, their value was shown through best practices recommendations and quality technical work”

Thomas Hadden

Technical Sales Manager, Niftylift

“redk was able to understand the business constraints and the technical challenges. They worked closely with our team to put together a solid roadmap to deliver short term, which has added up to a robust CRM solution overtime.”

Marc Talbot

Head of Relationship Management

“Rapid business growth and dynamic competitive environments require innovative and versatile solutions in order to stay competitive and relevant. At redk, we use our proven methodologies to deliver complex digital projects, with speed and quality, to match the speed of your business.”

“Working with redk was a team experience. Their support along the project was key and it never felt like working with an external contractor. In fact, we would always use “we” in all our conversations, considering them as part of our team.”

Maribel Linares

Partnership, Loyalty & CX at Baleària

“The truth is we have a ‘before’ and ‘after’ in Customer Services. Day to day, service agents know much better what they have to do. They have much better visibility of all client-related information in order to do their work better. So they’re happier.”

Anna Witteveen

Head of Product, i-surance

“Introducing an end-to-end automated process has given us the opportunity to interact with our customers when it matters most. Thanks to redk, we were able to update our CRM solution and succeed in our mission to put our customers first.”

Jason Blundell

Cortech Developments

“We chose redk because it understood what we do; and we chose their recommended CRM because it is versatile and flexible enough to adapt to the unique nature of our business.”

Eugenio Gómez Acebo

SVP Global New Business

“We firmly believe that digital transformation is not an option, but a necessity for the survival of all companies – perhaps even more so in the insurance sector. Insurance companies have traditionally been more conservative in this regard, but are showing good signs of progress“.

Cristina García

CEO of Grupo PSN

"redk clearly understood our complex operational model and was able to build the business processes and automation necessary to be efficient.”

Mercedes Sanson

Supply and Project Management Director

“The digital transformation is a change for the sales team, who are used to using other processes. This requires continuous monitoring to prevent teams from being disconnected and to ensure that the transition to the digital solution provides the desired result.”