ABOUT FINTECH INDIA

Fintech India is a training & development support provider for those who are into financial services.

To provide an independent & individual CRM system, we have developed this technical platform by which one can maintain his all customers’ detailed information.

You may work in any organization or may be an individual sales person, but with this independent CRM system you can manage your entire database and double your productivity.

A team of financial experts with more than 20 years experience have designed this technology for every individual in financial services.





MANY OF US DON'T KNOW

  • How many customers have we given services since our 1st job or profession?
  • How many customers are repeated for the second & third time?
  • What are the other services customer availed from other agencies, which we can also provide with one stop solution.
  • Don’t have a schedule to visit existing customers every month/quarter?
  • Like these above points there are many things that we don’t remember due to not having proper data of customers.



THE REAL FACT

  • Don’t keep their customers database in a systematic way.
  • Lose all databases of customers when you change organization which you use to update in their CRM/ERP.
  • Lose business from the Existing Customer due to lack of Regular Follow up & customer service.

"YOUR FUTURE IS
IN YOUR HAND"

ARE YOU WORKINGS IN ANY ORGANIZATION?

It’s compulsory to give all your customer details through their CRM even they pay you proportionately.

They always try to capture all your customers’ data and your associate’s database.

Remember, till the time you are insales, customer database is your ASSET. You need to keep safe & secure.

This is the true fact that you are valuable to the organization till when you produce the result. Once your result goes down, you are thrown out. So, think 1000 times is this e-Diary is important for you or not.



FEATURES OF “MY CRM”

  • It’s an individual CRM where you can save your customers details in a proper format.
  • Send link to the customers to update their details instead of asking on phone.
  • Import all database and can do calling through auto dial, where productivity will be doubled.
  • Keep follow-up records for next time.
  • Can add location wise customers list every day.

TRAINING & DEVELOPMENT

For joining & training program.

Write us:

fintechindia@gmail.com