Mobile Insurance Wallet & CRM for Client Advisory
A secure mobile platform and tailored CRM that empower clients to manage insurance portfolios and communicate directly with advisors.
Fianza AG, a Swiss insurance and financial advisory firm, partnered with us to create a smart digital companion for its clients—combining convenience, transparency, and personal guidance.
The result was a two-part solution:
A mobile application serving as a digital insurance wallet where users can view, manage, and update their existing policies, receive custom offers, track investment-linked products, and chat in real time with their advisor.
A tailored CRM enabling Fianza’s internal team to manage customer data, interactions, and product offerings—all while synchronizing seamlessly with Salesforce.
With a strong focus on user experience, data security, and real-time support, the app and CRM were designed to make insurance management more personal, accessible, and mobile-first.
Region
Switzerland
Service
Full-Stack Development
Platform
Web & Mobile App
Challenges We Solved:
Salesforce Synchronization
Implemented a seamless bi-directional sync between the custom CRM and Salesforce, maintaining full data integrity and consistency.Data Migration & Legacy Cleanup
Migrated existing client data securely and without disruption, ensuring a clean start within the new system.End-User Simplicity, Backend Complexity
Delivered a sleek, intuitive mobile UI for users while handling complex insurance workflows and data relationships behind the scenes.Security & Compliance
Developed the entire solution under strict data protection standards, ensuring secure access, storage, and communication.
Key Features:
Digital Insurance Wallet
Clients can view, update, and manage their active insurance contracts from anywhere.New Insurance Offers
Explore and subscribe to new, personalized insurance products directly from the app.Live Advisor Chat
Built-in secure chat system connects clients to advisors instantly for questions and support.Investment Tracking
Visualize and monitor the performance of investment-linked policies in real time.Personal Profile Management
Clients can edit their personal data and preferences with full control and visibility.CRM with Salesforce Integration
Internal team dashboard fully synced with Salesforce, with tools for managing clients, quotes, and communications.
Impact of the Solution
- Reduced Manual Workload for Advisors
Advisors no longer need to handle updates, renewals, or document sharing manually, clients manage these independently via the app. - Higher Operational Efficiency
The integration with Salesforce ensures that all customer interactions and insurance data are updated automatically, saving time and improving accuracy. - Improved Customer Retention
Real-time chat and personalized policy management tools increase client engagement and reduce churn. - Better Insight into Client Behavior
The app collects structured user data (e.g., viewed offers, chat history), allowing Fianza to optimize product offerings and follow-up strategies. - Positioning as a Digital-First Insurance Advisor
By offering a cutting-edge mobile experience, Fianza reinforces its brand as an innovative and modern insurance partner.
What Else Could Be Built Like This?
This client-focused, mobile-first experience opens up possibilities across other sectors where user data, subscriptions, and real-time interaction matter:
Mobile Wallet Apps for Banking or Pensions
Securely manage personal accounts, contributions, and investment portfolios.Healthcare Coverage & Benefit Portals
Let patients manage health insurance, appointments, and coverage limits in one app.Real Estate & Mortgage Advisor Apps
Allow clients to track deals, chat with brokers, and review documents securely.Wealth Management Platforms
Combine investment dashboards, advisor communication, and document sharing for clients.Subscription-Based Utility or Telecom Portals
Manage service plans, payments, usage, and chat with support agents in-app.