B2B Finance CRM
Intelligent CRM solution for B2B Finance companies
What we are
B2B Finance CRM is a customer relationship management (CRM) solution specialized for B2B companies in the financial sector. Our platform combines advanced artificial intelligence and strict GDPR compliance to offer a unique tool in the European market.
Our identity
- Specialized B2B CRM for financial sector
- Automatic AI enrichment intelligence
- 100% guaranteed GDPR compliance
- Exclusive European Union hosting
- Secure multi-tenant SaaS solution
The problem we solve
B2B Finance companies lose an average of 10 hours per week on manual contact data entry. Existing CRM solutions do not meet the strict requirements of the financial sector in terms of data protection and regulatory compliance.
Our solution
A CRM platform that automates contact enrichment through AI, while guaranteeing total GDPR compliance with exclusive European hosting.
Ultra-Fast AI Autofill
Our proprietary AI analyzes emails, LinkedIn and websites to automatically fill in all contact fields in seconds. 95%+ accuracy rate.
Guaranteed GDPR Compliance
100% European Union hosting (France, Germany, Netherlands). AES-256 encryption. Complete audit trail. Right to access, rectification and erasure built-in.
Predictive Scoring
Artificial intelligence that analyzes 50+ signals to predict lead conversion probability and prioritize sales actions.
Secure Multi-Tenant
PostgreSQL Row-Level Security (RLS) architecture. Complete data isolation between tenants. ISO 27001 and SOC 2 certifications in progress.
For whom
B2B Finance CRM is designed for B2B companies in the financial sector that need a high-performance and compliant CRM.
Wealth management firms
Independent financial advisors (IFAs), family offices, multi-family offices.
Asset managers
Asset management companies, investment funds, private equity.
B2B Fintech
Fintech startups and scale-ups with professional clientele.
Brokers and intermediaries
Insurance brokers, banking operation intermediaries.
What sets us apart
AI + GDPR
Only solution combining advanced enrichment AI and strict GDPR compliance. American alternatives (Salesforce, HubSpot) do not guarantee EU hosting.
Finance Specialization
CRM specifically designed for the financial sector with understanding of regulatory constraints (FCA, SEC, GDPR).
Measurable time savings
10 hours saved per week per user. Proven ROI in less than 30 days.
Total transparency
No data transfer outside EU. Complete audit trail. Dedicated DPO for Enterprise clients.
Our approach
A 4-step methodology to transform your contact management.
Extraction
AI analyzes your sources (emails, LinkedIn, business cards) and automatically extracts information.
Enrichment
Multi-source cross-referencing to complete and validate each data point with a confidence score.
Scoring
Predictive analysis to evaluate each contact's potential and prioritize your actions.
Action
Automated workflows for follow-up, reminders and qualified lead conversion.
Our philosophy
"We believe technology should serve humans, not the other way around. AI should automate repetitive tasks so sales teams can focus on what truly matters: the customer relationship."
Data ethics
Your data belongs to you. We never monetize it. We never transfer it outside the EU.
Transparency
Every AI decision is explained. Every action is tracked. You stay in control.
Measurable performance
We measure our success by your time savings, not by our vanity metrics.
Facts and figures
Frequently asked questions
Is B2B Finance CRM GDPR compliant?
Yes, 100%. Exclusive hosting in the European Union (France, Germany, Netherlands). AES-256 encryption. Complete audit trail. Right to access, rectification and erasure built-in. Dedicated DPO for Enterprise.
How does the enrichment AI work?
Our AI analyzes your sources (emails, LinkedIn, websites) and automatically extracts contact information. It cross-references multiple sources to validate data and provides a confidence score for each field.
What is the actual time savings?
On average 10 hours per week per user. ROI is demonstrated in less than 30 days for most clients.
What integrations are available?
Native integrations with Outlook, Gmail, Office 365, Salesforce, HubSpot, Slack, Teams, Stripe, QuickBooks. Complete REST API and webhooks for custom integrations.
Ready to transform your CRM?
14-day free trial. No credit card required. Cancel anytime.
Request a demo