Accounting, banking, and insurance professionals may access a central, collaborative address book with ContactBook that is organized by clients or other categories and seamlessly synchronized with their Google Contacts, Gmail, and mobile devices.
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Elevate your organization’s Google Workspace experience. ContactBook helps organizations in automating the manual work of managing and sharing contacts and lets your team access information from anywhere, anytime.
Make your contact lists accessible to each of your key user groups by organizing them and providing information about customers, debtors, prospective clients, administrative employees, etc. Sort items according to department, specialty, etc.
With a defined set of rights ("can modify," "view only," etc.), each authorized user can view all the information they need about a contact (a insurance customer, for example) in a single click in Gmail, Google Docs, Google Contacts, their mobile device, etc. wherever they are.
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The comments function allows all team members who are interacting with the clients to work together and share critical information, assisting everyone in staying updated about crucial finance-related information. They can also attach files and send notifications to their peers to ensure that no one misses any crucial information.
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ContactBook complies with the GDPR privacy standards and goes through all necessary security procedures to protect your data. Confidently save your contacts centrally and securely instead of in emails and spreadsheets.
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The concern about contact security and unrestricted access was perhaps the most significant obstacle for our insurance firm. But we are now addressing these challenges better with ContactBook’s role-specific permissions. Our admin can easily assign permissions to guarantee that only selected members can access contacts and their attached legal documents. ContactBook has helped us secure all our contacts in the cloud!
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The biggest challenge our bank was facing was to manually remind millions of clients of their loan repayments. Every second for every new client was a real struggle. But with ContactBook’s reminder feature, it is now much easier to manage all these processes automatically. We can set follow-up reminders on our contacts which sends smart notifications to every manager and employee the contact has been shared with.
A centralized contact management app for financial professionals to enhance workplace collaboration.
Equip your workforce with a unified contact management
solution tailored for financial services.
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Significant changes are being made in how financial institutions establish and share contacts with their clients, agents, and regulators. They are concentrating more on offering their employees a productive method of managing and sharing contacts. A financial contact management system streamlines communication by allowing accounting organizations to store and share contact information for individuals. You may grant access permissions, group your contacts into groups, and share them easily with your colleagues.
Today, the majority of financial services companies seek consistent, intelligent communications; accounts want an efficient means to connect with one another without having to deal with additional paperwork. A financial firm's contact management system must be up to par and effective to provide a consolidated experience. ContactBook enables your team to access information from anywhere, at any time, and aids organisations in automating the tedious process of keeping and exchanging contacts.
