LYRA Financial Wealth
Effekt
Challenge
Lyra needed a system that was better adapted to their specific workflows and goals. Their previous CRM system did not fully align with their needs, had a limited interface, and involved many administrative tasks. They were looking for a modern solution that could streamline and ensure the quality of their processes while integrating with their other systems. With increasing compliance requirements, it was also essential to find a seamless and future-proof solution that could facilitate both daily operations and regulatory monitoring.
Solution
Through Sweet CRM, Sweet Automation, and Sweet Forms, Lyra has achieved a higher degree of automation, quality assurance, and customer overview, minimizing the risk of manual errors and intervention.
With the help of Sweet CRM and Automation, the entire customer journey is managed seamlessly and over the long term—from onboarding a new customer to continuous follow-up. This means that repetitive tasks that previously required manual handling are now automated, freeing up time for more value-creating work. Lyra has gained full visibility into its customers, ensuring a first-class customer experience.


About LYRA
Lyra provides independent financial advisory services to both individuals and businesses. With a unique approach to financial challenges, they help their clients achieve financial freedom through a holistic perspective on their life situation. Lyra exclusively offers science-based advisory services without selling their own products or taking commissions. As one of only two companies in the Nordics, they are CEFEX-certified for their independent and transparent approach and have been recognized as a Gazelle company by Dagens Industri for two consecutive years.