With the acquisition of the majority of Nexus, you have also strengthened your leadership in credit brokerage. How important is the use of software and technology for a better integration of the Nexus sales network into Facile.it?

Egg finance CRM has proved to be very important to promote integration between a web-oriented company such as Facile.it and a more traditional reality such as Nexus. The software has thus allowed the various actors to work synergistically within the same process and to monitor all its phases, so as to identify, not only any critical elements, but also factors for improvement and growth.

EGG finance has been the CRM of reference in Italy for those who work in the field of financial services for years, which has always been available as a cloud service. Given the rapid development of the physical network of Facile.it stores, do you think that EGG finance can act as a natural trait d'union between the two “online” and “offline” souls of the Company?

Yes, Egg finance has proven to be essential to integrate the two souls of the company, the online and the offline soul of physical stores. The software has also simplified the work within the Facile.it Stores, allowing us to direct reports according to areas of expertise and at the same time encouraging cross-selling within stores. Thanks to Egg finance, it was also possible to structure a workflow and information between the various business functions, giving managers the opportunity to follow the entire acquisition-sale process and to intervene in real time, not only in case of critical issues, but also to identify any new needs that may arise in a booming network like ours.

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.

What were the initial needs that led you to look for a (new) CRM and why did you choose EGG finance?

They were to identify a platform that would manage multiple products (mortgages, loans, CQS) and that would provide guarantees of reliability also in terms of service. Our need was to manage the entire process of the process, from the estimation of all products, to the filing of the file and subsequent invoicing. We found these features in EGG finance, which encompasses all of these features in a single platform. We therefore chose EGG finance for its technical characteristics and I believe that today it is the only truly performing product on the market.

What benefits have you obtained using EGG finance?

Surely the first important benefit was to have an advanced estimation engine available and that would allow us to display the services on external units with the EGG fusion function. I consider the possibility of being dynamic in document management to be very valid thanks to the “Print Union” function, which allows us to manage the templates independently. Other platforms do not integrate this type of functionality, making software changes inevitable in case of need to change the templates. Another strength is the possibility of managing custom fields: we are able to add fields independently, in order to adapt the basic information contained in the CRM to our specific needs, all this without requiring any software development expertise. In addition, thanks to the availability of the EGG finance APIs and therefore the feature of being able to add customized software modules that can interface directly with the CRM, we have been able to implement the “Condominium Credit Estimator”, thanks to which operators enter the data of the condominium and the work to be carried out and obtain a complete quote, which is then transformed into practice and managed in EGG finance. Another plus to highlight is the integration of the anti-fraud checks carried out by our supplier within EGG finance: now it is possible for us to request the checks and receive the results directly on the platform, saving time and simplifying the workflow.

Why haven't you considered an in-house solution?

We considered this option before evaluating EGG finance, having never before found a product that fully met our needs. With EGG finance, we found the solution that allowed us to avoid direct software management.

What will your future needs be?

We live in a digital world and our future is oriented to young people, so the digitalization of processes is the direction we have already taken. With the digital signature process already integrated into the platform, we have taken the first step, the next will be remote identification and I expect that our future travel companion will be EGG finance