Smartisi
Curated by SignalCRM platform enhancing client relationships and productivity for insurers.
Overview
Smartisi is a Customer Relationship Management (CRM) platform tailored for insurers, aimed at improving client interactions and productivity within accounting firms. The platform centralizes customer data and communication, utilizing artificial intelligence and data analytics to offer insights into client activities and preferences. This functionality allows insurers to customize their services, potentially enhancing customer retention and satisfaction. Smartisi's web-based solution features client and contact management, email tracking, expense management, and document sharing, which support real-time collaboration among accountants. The platform addresses operational inefficiencies and facilitates digital transformation, assisting accounting firms in strengthening client relationships and improving operational efficiency.
Key facts
- Founded
- 2015
- Headquarters
- Levallois Perret, France
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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