Case Study: Credaris achieves 50% reduction in operating costs and scales to Switzerland’s largest consumer loan broker with SugarCRM

How credaris Cut Operating Costs in Half on its Way to Becoming Switzerland’s Largest Consumer Loan Broker Company

credaris is Switzerland’s largest personal loan broker, built around a promise to simplify and speed up credit applications for consumers. Rapid growth exposed limits in its homegrown system: heavy manual paperwork, no single customer view across multiple applications, and rising operational complexity that threatened service quality.

credaris implemented SugarCRM (with implementation partner comza), automating lead scoring, document management, qualification calls and bank-specific risk checks across 200+ workflows so agents never lose track of a customer. The platform digitized paperwork and halved operating costs, supported 60% year‑over‑year growth, increased recurring revenue, and preserved the fast, five‑star customer experience.

Credaris

Marc Hallauer

Chief Executive Officer