Sales Systems & Sales Processes

Modernise your insurance sales with Fincon Reply: optimise end‑to‑end processes, integrate leading CRM and CX systems, and create future‑proof structures – for sustainable success and efficient customer focus.

Efficient and customer-centric sales management with Fincon Reply. End-to-end along your value chain.

Rethinking sales systems –
end‑to‑end and customer‑centric

Fincon Reply supports you with solid expertise in business, organisation and IT, as well as experienced project management – for the successful digitalisation of your sales.

We analyse and optimise your sales processes end‑to‑end, develop future‑ready structures and support you in implementing efficient, customer‑centric business models – for example through holistic retirement‑planning solutions. A particular focus is on broker sales: with a strategic BiPRO maturity assessment and development we lay the foundation for lasting success.

Our expertise covers leading CRM systems such as Salesforce, Microsoft Dynamics and BSI, as well as modern CX and contact‑centre platforms – whether cloud‑based or on‑premise (e.g. Genesys). We ensure seamless integration into your back‑end systems and advance the automation of your sales processes.

Benefit from our holistic view and many years of experience – for high‑performance sales systems that make your business future‑proof.

Offering

When it comes to BiPRO, ask Fincon Reply

We advise and supply BiPRO-related products for insurance companies and their partners. We support you from strategy to implementation and maintenance. For this we were honoured as Best BiPRO service provider 2024.

Fincon Reply Service Portfolio

In the area of Sales Systems & Sales Processes.

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Speak with our Sales Team today and get to know us!

Fincon Reply is a business and IT consultancy specializing in the financial services industry. Fincon Reply proactively advises banks, the Sparkassen Financial Group, the German Cooperative Financial Group and insurance companies as well as their suppliers on their digital transformation. The company provides on-site support with specialised teams of consultants and developers and delivers turnkey solutions.