Fintech CRM automation for deals with banks and insurers
Fintech CRM automation pays off where your deals stall: in security review, in procurement and with stakeholders nobody has contacted for weeks. We rebuild your CRM so these stages become visible, measurable and traceable.
- Reply within one business day
- Live in 4–12 weeks
- Code and data stay in your accounts
Where automation fits into your deal
Selling to a bank almost always means passing the same stages. Most CRMs only know "open" and "won". Here is what changes at each stage.
- 1
First contact
Today
Lead sits in an inbox, reply after days.
With the system
Routing by segment and region, assigned within minutes.
- 2
Business unit
Today
One champion, one thread. If they leave, the deal dies.
With the system
Alert when fewer than three contacts are active.
- 3
Security review
Most time is lost here
Today
Questionnaire as a spreadsheet in an email thread, status unknown.
With the system
Its own stage with deadlines, open questions and an answer library.
- 4
Procurement
Most time is lost here
Today
Vendor forms and follow-up questions with no overview.
With the system
Milestones per bank, reminders when things stall.
- 5
Contract
Today
Forecast based on gut feeling.
With the system
Forecast from the measured duration of each stage.
Every change has a name and a timestamp
Your customers scrutinise you closely. So the system logs who changed which deal, which rule assigned a lead and which rule version was in force. The logic lives in version-controlled code.
Code and data stay in your accounts. We work with your existing CRM and your infrastructure. If your provider offers an EU region, we use it.
Change log
Example with made-up data
- 2026-10-14 09:12Rule routing v4Lead assigned: segment bank, region DACH
- 2026-10-14 11:40S. WeberStage changed: business unit → security review
- 2026-10-15 08:00SystemQuestionnaire: 12 of 140 questions open, due in 5 days
- 2026-10-15 16:27M. KellerProcurement: vendor form uploaded
- 2026-10-16 08:00SystemNotice: only 2 active contacts on this deal
First the analysis, then a fixed price
- 01Free analysis of your sales process and CRM
- 02Proposal with a fixed price and clear scope
- 03Live after 4–12 weeks, handover with documentation
What it costs
€5,000–15,000
4–6 weeks
Focused growth system
Security review as its own stage with questionnaire tracking and deadlines.
€15,000–30,000
6–10 weeks
Lead generation & conversion systems
The full enterprise pipeline: routing, multi-threading, procurement milestones, audit log and dashboard.
€30,000–60,000+
10–16 weeks
Full product builds
A dedicated tool, such as an answer library for security questionnaires with roles and approvals.
What we are not
We are not compliance consultants and do not replace your data protection officer or legal team. We build the system that implements and documents their requirements. Our team is in Istanbul; your contact is the founder, Ferhat Ziba.
Frequently asked questions
Which CRM do you work with?
The one you already have, as long as it offers an API and a change log. We are not tied to any tool. If your CRM lacks something important, such as field-level logging, we tell you in the analysis.
Where is our data stored?
In your own accounts. Code, automations and data belong to you and run on your infrastructure. If your provider allows hosting in the EU, we set it up there.
Do you have fintech references?
We do not have a published fintech case. We have built growth systems since 2021 and run our own products, such as Rankhalo and Page-Monitor. The free analysis shows you how we approach your process before you pay anything.
How fast is the system live?
After 4 to 12 weeks, depending on scope. A single building block such as security review tracking sits at the lower end, a complete enterprise pipeline at the upper end.
Show us your pipeline.
In the free analysis we walk through your deal flow stage by stage and show you where automation saves time and what it costs.
Ferhat Ziba
Founder, Melexsoft