Any financial services company is going to offer a broad array of services: different types of accounts, investment instruments and products, loans, and many more.

When working within CRM, no agent is going to have time to enter a particular product or service every time a customer buys or uses it. The company’s full-service portfolio must be available so that the agent need only associate particular items with that customer’s account. Each product or service must also have associated factors such as repayment schedules, terms, interest rates, discounts, applicable taxes and more—so that everything is accessible with as few clicks as possible.

Your Solution: Pipeliner CRM

Pipeliner CRM allows your company’s product catalogue, including all applicable information for every item, to be available right in CRM. This makes it possible for any agent to rapidly quote rates or costs to a customer sitting right in front of them or on the phone. An agent can also plan–right from the catalogue and while viewing a customer’s account and history–what services should be pitched to that customer.

Additions or Changes? No Problem

New products or services coming online? The product catalogue can be updated in minutes so that all agents can access new items immediately.

The same is true for any changes in products, which happen frequently in the financial industry. Changes can be applied in minutes.


With a company’s full catalogue in CRM, Pipeliner’s powerful analytics can be utilized to analyze performance of any and all products, associated with particular teams, regions, individual agents or the entire company.

Such analytics are vital to ensuring the continued successful performance of a financial services company.