One connected system for sales, operations and finance, built around how your business works and enhanced with AI. I work with Zurich companies in banking, insurance and wealth management, delivering remotely from Dubai with a full working-day overlap. Zurich's finance sector demands precision, confidentiality and careful governance for any AI deployment.
Your team abandoned the last CRM because it did not match how they sell.
Per-user subscription fees keep rising as the team grows.
Leads live in WhatsApp, spreadsheets and inboxes, not in one place.
Zurich's finance sector demands precision, confidentiality and careful governance for any AI deployment. For companies in banking, insurance and wealth management, custom crm & erp development is a way to grow without adding the same amount of cost or headcount. The focus is always on a small number of changes with clear, measurable impact.
Engagements run remotely with a clear weekly rhythm: a planning call, shared progress in your tools and a short written report. Because Zurich is 3 hours behind Dubai, we plan around a full working-day overlap. Documentation and access stay with your team throughout.
In Zurich, the strongest demand comes from banking, insurance and wealth management. For these sectors, custom crm & erp development means one connected system for the sales, operations and finance workflows specific to banking, adapted to how each industry sells and operates. Engagements typically start with one priority workflow or channel, prove the result, then expand across the business, whether you are based in Paradeplatz and Zurich West or elsewhere in Switzerland.
Weeks one to two cover discovery and priorities. The first working improvement typically ships within four to six weeks, followed by measurement, refinement and a plan for the next phase, so results are visible early rather than at the end of a long project.
Off-the-shelf CRMs are a good start, but many Dubai businesses outgrow them. Per-user fees rise as the team grows, WhatsApp is bolted on rather than built in, and the pipeline never quite matches how you sell. A custom CRM fits your process exactly, has no per-user licences and connects directly to your ads, WhatsApp, accounting and ERP.
Delivered end to end by one senior consultant, from first workshop to working system.
Stages, fields and rules mapped to your real sales process.
Forms, ads, WhatsApp and calls flowing in automatically.
Follow-ups, reminders and assignments that run themselves.
Lead scoring, next-best-action and forecast suggestions.
Real-time views for sales, management and owners.
Your brand, your data, one build and a small yearly fee.
Learn how your business really works: processes, data, tools and bottlenecks.
Design and build the solution, automating the work with AI.
Launch, train your team, measure results and improve as you grow.
“ROAS increased by 300% within the first quarter. Customer acquisition cost dropped by 40%. Data-driven approach with exceptional results.”
Sarah Johnson“Game-changer for our real estate platform. Deep understanding of the UAE market. Generated 200+ qualified leads in 5 months.”
Ahmed Al-Rashid“Navigated healthcare advertising compliance perfectly. Patient bookings increased by 250%. Strong online presence achieved.”
Dr. Priya SharmaYes. I work with Zurich companies remotely from Dubai, with video calls, shared dashboards and regular written updates. Zurich is 3 hours behind Dubai, which gives a full working-day overlap.
Every engagement is quoted after a discovery call, in CHF or USD, with scope, timeline and total agreed before work begins.
Common sectors include banking, insurance and wealth management, alongside clients in other industries with similar challenges.
Most work is delivered remotely. In-person workshops in Zurich can be arranged for larger engagements.
When your process is specific, a custom CRM fits better, avoids per-user fees and connects exactly to your tools.
A focused first version is typically ready in 6 to 10 weeks, then extended in phases.
A free 30-minute strategy call to map your biggest opportunities and what a solution would look like.