What critical points made you look for a new CRM?

The need was to give employees a better performing work tool: an estimator that was always aligned with the conditions of the Banks; a more intuitive and faster data entry and loading of documentation. The collaborator needed to reduce the time spent loading the file. We needed a platform that would manage the entire process of the practice, from budgeting to invoicing, that would improve the operation of our Back Office and the Administrative Office

Why did you choose EGG finance?

EGG finance met all our needs as well as offering new opportunities for work optimization, such as the automatic pre-compilation of forms; the estimation of all mortgage, loan and CQS products; the APP, which allows the employee to always have this tool with him: for example, he can make quotes and send them to the customer directly from the smartphone as well as updating and keeping up to date with the back office for the status of the practices. In addition, the platform is customizable, even independently: it evolves with our evolution.

How EGG finance helped you overcome old critical issues

Providing continuous and constant assistance. In a short time, the platform was implemented and made available to the network. In the meantime, behind the scenes, we continue to refine it according to operational and commercial needs and needs.

What is the function that you value the most among those provided by EGG finance?

In reality, there are more than one, I will mention the main ones: the possibility of customizing it independently, so as to make the platform more complete and able to meet the needs of the staff and the 24Finance network; the calculation of commissions and the relative generation of invoices, a function that has streamlined the billing process and has benefited, saving a lot of time both for the administrative office and the network of collaborators; last - but not least important - the automatic updating of the estimator which, with the old CRM, it was an activity that I carried out manually and at certain times it became really critical, especially because of the large number of products managed.. so a great help!!

What benefits have you obtained by using EGG finance?

Egg Finance has allowed us to give a concrete answer to an urgent need: to create synergistic workflows between Facile.it and Nexus. Being able to count on a valid account manager and an IT team experienced in the credit sector has been essential to prevent critical issues and face the challenges imposed by the market in which we operate. We also had the opportunity to shape the product with some custom modifications to our specific needs, such as the inclusion of a performance monitoring tool.

Despite having an excellent in-house IT team, you didn't opt for an in-house solution. How come?

So we needed a very specific tool that was ready immediately. We could not have obtained a stable and reliable solution in a very short time and for this reason we turned to the market, examining the proposals of the major players in the sector in search of the ideal solution suitable for our needs.

What were your initial needs and why did you choose EGG finance?

Our idea, right from the start, was to create integration and synergy between all Facile.it's credit business lines. First of all, we needed a tool that would allow multiple actors — Online Consultants, Nexus Network and Store — to work on customers, managing their commercial pipeline with the aim of identifying for each one the best possible channel and service. We also needed to do business intelligence on warehouse and performance so as to identify areas for improvement and continue to grow. Egg finance was the product that most met our needs, offering us an already complete structure to which we could implement all the typical logic of an online-oriented company.

What do you expect from our solution in the next 3 years?

The market for the online comparison of mortgages and loans is growing strongly, thanks to a trend of constant increase in digitalization in Italy. Facile.it wants to be the protagonist of this growth and to do so it must make use of increasingly efficient and performing tools. We expect Egg Finance to grow with us by supporting us, meeting changing needs, and investing in research and development to get ahead of market opportunities.