Case study · M Capital UAB
CRM and Data Platform for a Financial Network
We built a CRM and data platform that centralises clients, automates lead routing and delivers real-time reporting for clearer decisions across the broker network.
- Client
- M Capital UAB
- Location
- Lithuania
- Expertise
- CRM Development, Data Management, Automation
- Date
- 06 Apr 2023
CRMLead ManagementAutomation
01 · The challenge
24,000 clients, 400 contractors, one set of rules
What first sounded like a simple lead management system turned into a complex project once the details were uncovered. Finhaus (formerly M Capital), a Lithuanian financial consultancy and intermediary of Compensa Life Vienna Insurance Group SE, needed a platform that could manage more than 24,000 clients and support an unusual working structure.
The company runs regular financial education seminars where new and existing clients sign up. The software had to tell new clients from returning ones, connect each to the right administrator, and feed the information back into the CRM.
Finhaus works with around 400 independent contractors, in a structure similar to multi-level marketing. Each contractor works on assigned leads, and if a lead is not actioned within a set period, the system has to reassign it to another contractor. That needed advanced filtering, careful data logic and detailed performance tracking, plus reporting on lead sources, client journeys and contractor performance.
02 · What we built
An importer, lead journeys and reporting
We built a bespoke CRM and data management platform around Finhaus's operations. At its heart is a custom data importer that identifies existing clients, separates them from new ones, and assigns them correctly within the organisation's structure.
The CRM guides users through set lead and client management journeys and records performance at every stage. Automated rules reassign inactive leads to other contractors, so opportunities are not lost.
Custom reporting dashboards let administrators follow lead sources, client journeys and individual contractor performance as they happen, showing which campaigns and contractors are delivering and where attention is needed.
03 · The result
Seminar sign-ups handled without manual sorting
- Leads from seminars are now imported automatically, filtered, and passed to the right users without manual effort. Existing clients are recognised and linked to their records, so data stays consistent across the organisation.
- Contractors have clear lead journeys to follow, administrators have detailed reporting on lead sources, client activity and contractor performance, and inactive leads are reassigned automatically.
- The CRM has become a core business tool for Finhaus, linking education, client acquisition and financial services.
This project shows how our London digital consultancy builds bespoke CRM systems that connect education, client management and financial services.