- Case Studies
Performance Insights, the largest Pipedrive CRM reseller globally and a leading sales software and consultancy firm to the Financial Services sector, today joins the FileInvite partner network in North America.
The partnership adds FileInvite’s cloud-based secure personal data sharing product to Performance Insights’ portfolio of CRM, client portals and marketing automation solutions for customers in banking, insurance, wealth management and credit. Secure personal data sharing through FileInvite means banks and credit providers can more efficiently complete their due diligence on consumer applications, improving both the customer experience and compliance.
Interest in secure document transfer has surged as a result of the CARES Act and during COVID-19 as consumers turn to online transactions rather than visiting bank or mortgage brokers in person. FileInvite makes it easier for bank employees to receive and safely store customers’ financial documents without meeting in person.
Performance insights, which counts Wells Fargo and Bank of America as clients, offers File Invite an extensive network of consultants and decades of industry expertise which will allow new customers to onboard faster.
The new partnership with FileInvite significantly improves document collection, a critical part of the loan and mortgage origination process that, historically, has been inefficient, time consuming and resulted in a poor user experience. FileInvite offers a very efficient process to collaborate with clients, collect important financial documents and deliver a wonderful user experience - especially important when everyone is working from home. We are very excited to introduce our clients and the financial services market in North American to FileInvite.
“We're excited to partner with a well established and trusted name like Performance Insights to bring secure data sharing to more companies across North America. New regulations and the pandemic are forcing change upon the collection of personal information, and FileInvite is positioned to solve this for consumers and their financial providers,.
Automated Document Collection. The simplest, most secure way, to get client information and documentation.
Performance Insights has been serving the financial services market for over two decades. Performance Insights provides sales software; sales execution and sales coaching training; and consulting related to performance management.