ContactBook for banks & financial institutions

Accounting, banking, and insurance professionals may access a central, collaborative address book with ContactBook that is organized by clients or other categories and seamlessly synchronized with their Google Contacts, Gmail, and mobile devices.

Designed for the way you work!

Elevate your organization’s Google Workspace experience. ContactBook helps organizations in automating the manual work of managing and sharing contacts and lets your team access information from anywhere, anytime.

Organize your contacts into groups.

Make your contact lists accessible to each of your key user groups by organizing them and providing information about customers, debtors, prospective clients, administrative employees, etc. Sort items according to department, specialty, etc.

Choose who you share your information with.

With a defined set of rights ("can modify," "view only," etc.), each authorized user can view all the information they need about a contact (a insurance customer, for example) in a single click in Gmail, Google Docs, Google Contacts, their mobile device, etc. wherever they are.

Attach files, and also notify your teammates of any updates.

The comments function allows all team members who are interacting with the clients to work together and share critical information, assisting everyone in staying updated about crucial finance-related information. They can also attach files and send notifications to their peers to ensure that no one misses any crucial information.

A secure platform for all your contacts

ContactBook complies with the GDPR privacy standards and goes through all necessary security procedures to protect your data. Confidently save your contacts centrally and securely instead of in emails and spreadsheets.

What our clients are saying

Paul Scott

Director

The concern about contact security and unrestricted access was perhaps the most significant obstacle for our insurance firm. But we are now addressing these challenges better with ContactBook’s role-specific permissions. Our admin can easily assign permissions to guarantee that only selected members can access contacts and their attached legal documents. ContactBook has helped us secure all our contacts in the cloud!

Chris Wilson

Sr. Banking officer

The biggest challenge our bank was facing was to manually remind millions of clients of their loan repayments. Every second for every new client was a real struggle. But with ContactBook’s reminder feature, it is now much easier to manage all these processes automatically. We can set follow-up reminders on our contacts which sends smart notifications to every manager and employee the contact has been shared with.

Get ContactBook for financial institutions
at your fingertips

A centralized contact management app for financial professionals to enhance workplace collaboration.

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Sync and share your contacts securely

Equip your workforce with a unified contact management
solution tailored for financial services.

Sign up for a risk-free 14-day trial today!

Frequently asked questions

If you don't find what you are looking for, drop us your query on the contact page.

What is financial services contact management?

Significant changes are being made in how financial institutions establish and share contacts with their clients, agents, and regulators. They are concentrating more on offering their employees a productive method of managing and sharing contacts. A financial contact management system streamlines communication by allowing accounting organizations to store and share contact information for individuals. You may grant access permissions, group your contacts into groups, and share them easily with your colleagues.

Why is contact management important for you?

Today, the majority of financial services companies seek consistent, intelligent communications; accounts want an efficient means to connect with one another without having to deal with additional paperwork. A financial firm's contact management system must be up to par and effective to provide a consolidated experience. ContactBook enables your team to access information from anywhere, at any time, and aids organisations in automating the tedious process of keeping and exchanging contacts.

Is my data safe?

We are built on trust and security; industry leaders trust ContactBook to keep their data safe in the cloud. We work everyday to make ContactBook safe, secure, and more transparent for our users.

What payment methods do you accept?

We use Stripe for payments, and it accepts all major payment methods! Let us know if you have any concerns about this.

What is your refund policy?

We hope you do not have to do this, but if for any reason you're not satisfied with your purchase, simply let us know within 7 days and we'll be happy to issue you a full refund.

Can I cancel my plan?

Yes, you’re free to cancel at any time! If you decide to do so, your plan will last until the end of your current billing cycle.

I have more questions. How can I get in touch?

If you have any other questions about ContactBook, you can reach out to us at support@contactbook.app . Our experts will be willing to resolve all your queries.