Customer Relationship Management: CRM-as-a-Service
Your Customers Front and Center, Complexity in the Background
CRM users are facing profound change. Digitalisation is progressing, new technologies are emerging and customer expectations keep rising. The challenge: act with agility and innovation without jeopardising proven processes or existing systems.
Sopra Financial Technology removes the complexity behind the scenes so you can focus entirely on your customers.
Why a New Solution Is NecessaryCRM that Relieves Instead of Overwhelms
A powerful CRM system not only integrates—it streamlines daily work. Linking SAP modules and third‑party systems is often time‑consuming, costly and resource‑intensive. At the same time, technology overload and heavy maintenance slow down efficiency. The result: less time for your customers.
With CRM‑as‑a‑Service (CRMaaS) we tackle these challenges:
- We merge your systems into seamless end‑to‑end processes.
- We leverage AI, automation and cloud technology exactly where they add value.
- We handle operations, maintenance and updates so you can focus on your core tasks.
Our Offer for YouModular, Integrated, Thought‑Through
CRM‑as‑a‑Service is a fully managed SAP CRM tailored to the financial sector. Our offering includes:
- Regulatory compliance adherence to MaRisk, BAIT, DORA and GDPR.
- Omnichannel Integration: unifying sales, marketing and service.
- Data‑driven personalisation: AI‑powered customer engagement.
Our modules—Provide, Customize, Enable, Campaigning‑as‑a‑Service—can be combined flexibly. Choose exactly what you need. CRMaaS becomes the central platform for your customer relationships. Every interaction—call, e‑mail or social media—is captured digitally and visible to all authorised teams.
CRMaaS is built on a modern cloud platform. You can develop your own applications without touching your existing IT landscape. Your data stay GDPR‑compliant on ISO‑certified servers in Germany.
CRM-as-a-ServiceOur Four Modules for Your Success
Focus on your core tasks – we provide the ideal framework and structures. Our four modules can be flexibly combined; you decide which ones you need.
1. PROVIDE – Everything secure in the cloud
Wir hosten Ihre CRM-Software, sorgen für Updates und Sicherheit – wie ein gut geführtes Konto, das Ihnen jederzeit zur Verfügung steht.
- Sichere Cloud-Infrastruktur
- Automatische Wartung
- Lizenzverwaltung
2. CUSTOMIZE – Tailor-made further development, adaptations and integrations
We flexibly adapt the CRM to your needs, for example with individual workflows for credit decisions, automated lead generation or special reports for investment advice and sales management.
3. ENABLE – Learn and get started
With our qualification offer and extended support, the effective operation of the CRM software is extremely easy for all users, regardless of their previous technical experience.
4. CAMPAIGNING-AS-A-SERVICE – CaaS
We support you with advertising campaigns from planning to evaluation.
- Target group analysis
- Automated campaigns
- Success measurement
Why Sopra Financial Technology is the right partnerExperience, expertise, responsibility
We've been shaping financial IT for over 40 years. Our certified CRM experts stand for security, scalability, and technical depth. Our solutions shorten time to market with preconfigured CRM standards, increase satisfaction through personalized communication, and reduce IT costs thanks to scalable cloud architecture.
Our CRM integrates seamlessly into your existing system landscape. It's part of a strong ecosystem with partners such as SAP, Microsoft, Salesforce, and fintechs. This keeps you flexible and future-proof. We consider compliance and security from the very beginning.
Your advantage in digital transformationFuture-proof and customer-oriented
CRM-as-a-Service is more than technology. It's your strategic response to changes in the financial market. While we manage integration, automation, and security, you gain time for genuine customer relationships.
Imagine:
- Every customer contact is personal, relevant, and data-secure.
- Your teams spend less time searching for information.
- Every contact begins with a complete customer profile – in real time.
Use CRM-as-a-Service as a strategic advantage. Shape your digital customer world together with Sopra Financial Technology.
How digital consulting works todayCRM-as-a-Service in action
A completely normal process – reimagined digitally
A customer submits an email inquiry about their home loan. Within seconds, the CRM provides the advisor with all relevant information at a glance:
- Recent activities: e.g., securities account transfer 3 months ago
- Active products: Current account, building society contract no. XY
- Open applications: ongoing credit check
System-connected and synchronized
The CRM cloud platform links this information in real time with:
- Core banking system: credit status, individual interest rates
- Branch cockpit: automatic assignment to a suitable advisor with appointment suggestion
- Online banking: customized customer dashboard with relevant offers
... without Excel export. Without manual research. Without frictional losses.
Positive effects for customers and advisors.
For customers:
- Faster responses
- Relevant offers
- Personal approach across all channels
For advisors:
- Context instead of clicks
- Security in conversation
- Fewer system disruptions – more time for real advice
Why the financial industry relies on this CRMSecure, smart, and customer-focused
GDPR & DORA compliant
Data protection and digital resilience are fully integrated – for regulatory security at the highest level.
360° customer view in real time
All relevant data, interactions, and potential at a glance – for personalized advice and smart decisions.
Automated processes with a human touch
From loan approval to service – efficient, scalable, yet personalized.
