Featured Image

Published Date: Dec 21, 2023

CRM For Fintech

We have created an AI-enabled CRM for a fintech company, enabling smart decisions based on accurate and real-time data. The CRM provides deep insights into sales metrics, revenue forecasts, team performance analysis, and custom dashboards.

FinanceCRMAIData AnalyticsFintech
Our Achievements

28%

Conversion Rate (Payment Gateway)

Boosted conversion rate by 28%

34%

Transaction Volume (Digital Wallet)

Increased transaction volume by 34%

15%

Customer Retention (Mobile Banking)

Improved customer retention by 15%

0%

Fraud Detection (Security)

Enhanced fraud detection by 0%

Client Goals

Reach more customers with ads and Branding.

  1. Develop an AI-powered CRM system to streamline sales processes and improve
  2. decision-making
  3. Gain deeper insights into sales data to optimize revenue forecasting and team performance
  4. Provide a user-friendly platform for managing customer relationships and interactions
  5. Integrate the CRM with existing fintech systems and tools

How We Helped

Aimtech Innovate's experts developed an AI-powered CRM for the fintech company, using machine learning to analyze real-time sales data for accurate forecasts and performance insights. Integrated seamlessly with existing systems, the CRM offers custom dashboards for informed decision-making, streamlining data flow and enhancing user experience for efficient customer relationship management.

Recent Case studies
Blog Image

SEO For Fintech

Aimtech Innovate successfully implemented a strategic SEO plan for a finance company, addressing their primary challenge of low backlinking within a month.

Sep 10, 2023

Read more
Blog Image

Fulltime service for automobiles

Aimtech Innovate provided comprehensive IT infrastructure and digital marketing services to an automotive company, enabling them to streamline operations and enhance their online presence.

May 18, 2024

Read more
Blog Image

CRM For Fintech

Aimtech Innovate created an AI-enabled CRM for a fintech company, enabling smart decisions based on accurate and real-time data.

Dec 21, 2023

Read more
Blog Image

highschool web design

Aimtech Innovate helped create a best-in-class website for a high school, achieving remarkable results , better ROI and CTR value.

Feb 12, 2024

Read more
Blog Image

SMM For AI Startup

Aimtech Innovate resolved many problems for AI startups and provided them with the best target audience and regional market research to create the most effective marketing campaigns.

May 12, 2024

Read more
Blog Image

Boosting E-Commerce Sales with Targeted Facebook Ads

We launched a successful Facebook ads campaign for an e-commerce store, resulting in a significant increase in sales and a positive return on investment.

May 12, 2024

Read more
CTA image

Get a Free Audit Report

Get your free consultation today.
Learn how we can boost your ROI.