3x
Increased productivity in the financial sector
Kanban CRM for Financial Services eliminates repetitive manual tasks and allows your team to focus on efficiently serving financial clients.
Kanban CRM for Financial Services: How Long Did the Proposal Stay in Each Stage
Without timed stages, no one knows if the delay is in the review, credit table, or signing — and the client holds everyone accountable.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Serviços Financeiros
The Kanban CRM for Financial Services from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of financial institutions. With a solution developed for the financial sector, your team automates customer service and regulatory compliance and focuses on what really matters: serving financial clients.
Companies in the financial segment face unique communication and relationship challenges with clients. The complete customer service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of financial institutions across Brazil.
Results
Benefícios do CRM Kanban para Serviços Financeiros
What changes in the operation when each proposal has a stage, deadline, and responsible person.
80%
Reduced response time
Serve financial institutions instantly at any time, leaving no message unanswered.
24/7
Total availability for financial institutions
Clients in the financial sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from financial institutions quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Serviços Financeiros
Recursos projetados para transformar o atendimento no segmento de serviços financeiros.
Visual drag-and-drop pipeline
Move deals between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Serviços Financeiros
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Serviços Financeiros
Financial operations that benefit the most from a kanban funnel.
small financial institutions
Teams of 2-10 people
Lack of organization in customer service and regulatory compliance leads to lost opportunities and daily rework.
growing financial institutions
Teams of 10-50 people
Increasing demand volume exceeds the team's capacity to serve financial clients with quality.
financial institutions with multiple units
Operations with 3+ locations
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Serviços Financeiros
What's included in the plan for financial operations.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each deal stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The proposal is under review. How long has it been?
In a financial operation, the deadline is the product. Without timed stages, no one knows if the delay is in the verification, credit desk, or signing — and the client demands from everyone.
In practice
How the proposal crosses the levels
Each stage has an owner, a deadline, and a permission. The funnel ensures that these three things are respected without anyone needing to supervise.
The request turns into a card.
Product, value, and origin are included as fields, with documentation attached.
Each stage has a deadline
Review, analysis, and formalization carry SLA — and what exceeds it is marked.
The authority defines who moves
Only those with permission move the card to the next stage, and the movement is recorded.
Refusal is classified
The reason and stage of refusal feed the report that shows where the process fails.
FAQ
Before measuring your deadline.
The most common questions about SLA by stage, thresholds, audit trail, and sensitive data.
How does the Kanban CRM for Financial Services work in practice?
The Kanban CRM for Financial Services from Nexloo was developed specifically to meet the needs of the financial sector. The solution organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, tailored for financial institutions. In practice, financial institutions can set up the tool in minutes, connecting their service channels and customizing flows for customer service and regulatory compliance. The system learns from interactions and becomes more efficient over time, allowing your team to focus on serving financial clients instead of repetitive operational tasks.
Does the Kanban CRM for Financial Services have a free plan for financial institutions?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Financial Services for financial institutions. Professionals in the financial sector can set up the system, connect preferred channels, and test with real customer service and regulatory compliance demands without financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports financial institutions throughout the evaluation to ensure full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Financial Services to the systems I already use?
Connecting the Kanban CRM for Financial Services with tools used by financial institutions is done without programming requirements. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the financial sector, as well as a RESTful API for specific integrations. Financial management, scheduling, and marketing software can be directly integrated. For financial institutions with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Financial Services?
The initial setup of the Kanban CRM for Financial Services for financial institutions takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the financial sector. Advanced features such as complex automations and integrations with specific systems of financial institutions may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the financial sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Financial Services secure for financial client data?
Absolutely. The Kanban CRM for Financial Services meets specific security requirements for financial institutions, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the financial sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information processed by financial institutions.
What is the difference between the Kanban CRM for Financial Services and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Financial Services was built for messaging in the financial sector, with a visual pipeline where financial institutions organize deals by dragging cards. The direct integration with WhatsApp and channels used in the financial sector eliminates manual typing, and each card already includes conversation history regarding customer service and regulatory compliance with follow-up automation to serve financial clients.
How soon will I see results using the Kanban CRM for Financial Services?
Initial results with the Kanban CRM for Financial Services are visible within the first 48 hours, especially in response speed and organization of service for financial institutions. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the financial sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with regular interaction volume.
Last step
Where is your analysis loses deadline
A short conversation to map where in your process proposals tend to get stuck.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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