CRM Integration in Finance

How to integrate a Financial Services Cloud Solution into your banking / insurance business

How to Integrate a Cloud based CRM Finance Solution

With the advancements in financial cloud solutions that currently exist, there are plenty of ways for your company to integrate your CRM system to organize your clients’ accounts across your organization.

Speak to Cetrix in a free consultation for guidance on ways to integrate a financial cloud solution into your banking/insurance business.

Implementing a CRM System to Keep Your Bank or Brokerage Competitive

If your business already operates with a CRM, then you may be a step ahead of those that haven’t yet started using one. Whether your company is new to a CRM or has already adjusted to using one, you need to determine how to integrate your CRM with your digital channels for maximum benefit.

The beginning of integrating your CRM system is to customize all of the dashboards that your CRM offers. In particular, the CRM system Salesforce allows each department to create their own dashboards to maximize the information available to them. Once you’ve created dashboards for organizing your clients’ information, are ready to utilize the system to help improve your sales and increase leads.


Solving the Integration Dilemma with Salesforce

Your company will greatly benefit from integrating your CRM with your website, marketing automation software and back office systems. Valuable client information, captured manually as well as automatically, along with advanced analytics and predictive insights will be accessible across your organization via the cloud.

In order to succeed at this integration, you will need to address the following:

  • Ensure that the information is fully protected
  • Properly govern all of your client information

Oftentimes, firms are reluctant to make the switch to a solid CRM like Salesforce because the work involved in integrating can seem overwhelming. The rewards are however be extensive as Financial Cloud integration will help you optimize your clients’ banking experiences, increasing customer retention, new customer conversion and sales success.


The Importance of an Integrated CRM in the Insurance Industry

Not only is a well-created and effective CRM imperative in the banking industry, but in the insurance industry too, where ndustry leaders claim that they must be technologically advanced to be competitive in their markets. This can be achieved through the implementation of a CRM like Salesforce.

In the insurance industry, a CRM that helps you determine your clients’ needs and spending habits and, thus, allows you to better connect with your clients, moving from a transactional relationship to an ongoing role as a trusted expert advisor.  A system like this will enable you to improve your customer loyalty so you don’t just land new clients, but hang on to their business more easily too.

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