CRM Management in Financial Services

How to use Financial Services Software to streamline processes and increase sales

Cetrix Financial Services Solution

Cetrix Financial Services Solution

Salesforce Financial Cloud Overview

Salesforce Financial Cloud Overview

Streamline Sales Processes and Increase Sales

The financial services CRM field is moving forward at incredibly high speeds. When considering the necessity to automate and organize your client information, discovering a financial services software that allows you to streamline sales processes and increase sales is of the utmost importance.

The right financial services CRM can help you and your organization take a vast amount of information and intelligently categorize to efficiently maximize your processes, improve your sales performance, and supercharge your sales pipeline. Let’s look further into ways to improve your customer relationship management system (CRM).

Speak to Cetrix with a free consultation and get your CRM Management Journey off to the best start.

CRM Management Tools to Benefit Your Financial Services Business

A strong CRM can provide the tools to realize the profit margins and successes your financial services business is hoping to achieve. A strong CRM can help develop a trust-based customer relationship by delivering necessary information to your team in an organized and timely manner. By building this trust, your CRM provides you a competitive advantage you would not have had before setting up your CRM software.

Meet Your Financial Clients’ Ever-Changing Needs

Your CRM should help you maximize your opportunities by design. Utilizing a CRM that is specifically tailored for a financial services business, you will discover the following benefits:

  • Client information is organized and easy to understand
  • Client information can be individually tailored into dashboards
  • Financial information is consistently read and monitored by your CRM software to give your sales team an edge over the competition


Want to Improve Your Sales? Check Out These System Improvements!

If you are looking to add clientele or simply retain the clients you already have, there are system improvements within your CRM, especially if it’s a Salesforce CRM, that will help you achieve this goal. When financial institutions use Salesforce as their CRM, they help themselves become “a one-stop shop using technology centered around fulfilling all their customers' financial needs.”

Financial services customers have become more technologically savvy and, as such, expect their banking institutions to provide them the information they need, the rates and customer service they desire, and the technological advancements that streamline their information and keep it safe. All of this can be provided through Salesforce as a financial CRM.

Salesforce Financial Services Cloud as a CRM helps your financial institution to do the following to improve sales and keep your customers pleased:

  • Preemptively predict client needs
  • Manage client data and use it to predict investment prospects for your sales team
  • Determine client spending habits so your sales team can contact clients when they’re more likely to be ready to buy
  • Help your teams create strategies to present to prospective clients
  • Connect with the Salesforce Community Cloud for real-time answers to customer inquiries like American Express
  • Salesforce also allows your financial institution to place your client information safely in the digital cloud, so it can be accessed by your company and other investment companies allowing for easy collaboration and sharing

Table of Contents

  1. 7 Tips to Improve Your Customer Relationship Management System
  2. Getting the most out of CRM in Banking Industry Businesses
  3. Four Benefits of Wealth Managers CRM

Managing your Financial Services CRM

Your financial services CRM needs to answer questions quickly, help you determine prospective clients, and maintain current client relationships. With a strong CRM like Salesforce, your company can reach new heights as Salesforce is fully customizable, protects your clients’ sensitive information, and does so in an easy-to-understand format.



Salesforce Financial Cloud Overview

The quickest and easiest way to get you off to a strong start on your CRM management journey