Microsoft PowerPoint - What Is Pipedrive for Financial Serv…

for Financial Services

Banking (Commercial | Business | SBA) Mortgage Wealth Management Insurance

Pipedrive for Financial Services has been developed for Pipedrive in partnership with Performance Insights and some of the most respected and demanding financial institutions in the world as the new sales platform for financial services. Pipedrive is the CRM platform that financial institutions love to use. Performance Insights has developed individual modules around Pipedrive to address the unique needs of banking, insurance, mortgage and other financial services. Over the past 20 years Performance Insights has worked with some of the most prestigious and demanding financial institutions in the World like Citizens Bank, BMO, BBVA, Umpqua Bank and hundreds more. During the past three years we have installed Pipedrive for Financial Services at Umpqua Bank, BBVA, South State Bank, First Federal, The Insurance Center and many more financial institutions.

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