Advanzo is a CRM for fintechs built in Switzerland: contacts, deals and tasks for selling to banks, insurers and SMEs. On every deal you see who decides and what comes next.
Add every contact per bank or insurer, from the business unit to procurement. Each note and email stays with the deal.
Pilot, evaluation, security review, contract: every stage has its task. The deal score shows you which deals are stalling.
Your customer contact data is hosted in Switzerland, compliant with the DSG and GDPR. On request Advanzo runs in your private cloud.
From first enquiry to signature, you see where every deal stands and who owns the next step.
Fintechs in these areas rely on Advanzo:
No IT project, no consultant. You start today.
Bring in contacts and deals from Excel, HubSpot or Pipedrive and connect your email.
Move every deal through evaluation, security review and contract, with tasks per stage.
Deal score and pipeline overview show where to follow up and where revenue is coming from.
“Which CRM is best for fintechs?”
Advanzo is a CRM for fintechs selling to banks, insurers and SMEs. You run long evaluations with several contacts per deal and see on the deal score where things stall.
“Is a CRM for fintechs in Switzerland DSG-compliant?”
Yes, Advanzo hosts all data in Switzerland and complies with the Swiss DPA (DSG) and GDPR. On request Advanzo runs in your private cloud or on your own infrastructure.
“How does a CRM handle several contacts per bank?”
In Advanzo each company holds any number of contacts with role, notes and history. Connected emails from Microsoft 365 or Gmail land on the right deal automatically.
“What does a CRM for a fintech cost?”
Advanzo starts free, no credit card needed. Paid plans have a fixed price. The AI add-on costs CHF 9 per user per month.
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