Case Study: BERG System achieves mobile CRM mobility and GDPR-secure field access with GMI

BERG System launches mobile CRM in 3 stages with GMI

BERG System, a Polish CRM software provider for the financial industry, needed to free its users from their desks by creating a mobile version of its comprehensive web CRM. The challenge for vendor GMI was to design an intuitive mobile interface with full functionality, ensure reliable offline operation, and guarantee the highest data security standards for sensitive financial information.

GMI developed a secure mobile app using React Native and Expo, which provided financial advisors with full CRM functionality, including customer base management, a meeting calendar, and financial product handling. The solution featured biometric authentication and was fully GDPR compliant. As a result, BERG System's sales teams achieved full mobility, could respond to customer needs faster, and finalize transactions in the field, all with an intuitive tool that required no long training.

BERG System