CRM Solutions for Financial Services

Solutions Architect for Financial Cloud CRM Restructure + Optimization

Extend Your Salesforce Functionality & Optimize Architecture 

Whether you are looking at enterprise-wide implementation of a new system or planning upgrades to your existing system, the process required can be an overwhelming prospect.

When making significant investments it’s important to make sure you have the right systems, architecture, and tools available to support your core business and are in alignment with your overall goals.

Supporting Your Core Business

Trends in retail banking show core drivers of customer satisfaction as trustworthiness, employee competence, excellence in customer services and ease of doing business. Customizing and optimizing a new Salesforce implementation or existing system requires the right architecture for optimum outcomes, ensuring seamless integration with back-end systems, smooth implementation and adoption across your organization.


Change Doesn’t Need to Be Disruptive

Successful change is driven from the top down, ensuring that the right people are engaged and through ensuring that changes to systems, architecture and processes are implemented in a way that suits the business tempo. From an employee and client adoption viewpoint the result should always be:

  • A system that is easy to use
  • A system that is understandable without a lot of technical support

Your customers are looking to connect with you. A customized and optimized solution will help you do this on a personalized basis by helping you build trustworthiness underpinned by employee competence.


A Finance-specific Vertical Solution

With your needs in the forefront of our mind, Cetrix has developed an industry specific solution to extend Sales Cloud functionality utilizing Salesforce architecture services to support banking sales functionality will keep your sales team and customer service teams connected to your clients in new ways. 

Table Of Contents

  1. Strategies to Improve Sales for your Financial Institution
  2. Getting the most out of CRM in Banking Industry Businesses
  3. Four Benefits of Wealth Managers CRM

The Next Step

If you are considering an enterprise-wide Salesforce deployment or need to hire an architect for help to build or extend Financial Service Cloud or Sales Cloud functionality contact Cetrix for a no obligation consultation.

Take the Next Step

With financial service CRM solutions, your bank or financial institution can create personal experiences that build customer trust and loyalty. Let us help you set up a strategy to start connecting with clients in a whole new way.

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Salesforce Financial Cloud Overview

Create digital banking experiences customers love




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Cetrix was exactly what we needed ...

As a new Salesforce customer, it has been difficult for us to get reliable, smart consultants/programmers. Mark and his team were exactly what we needed. They communicated exceptionally well and worked with us to fully understand our needs. I look forward to working with Cetrix on future projects.

President, Aquasol & Poolsure


Going above and beyond to complete the job

Mark is great to work with ... He did a great job describing the solution in the proposal, was available when we needed him ... He went above and beyond to help complete our proposal on a very tight timeline.

Founder & CEO, Acutedge, Inc.


Easy to work with, quick and excellent outcome

Cetrix was easy to work with, worked quickly, and the work was excellent. Going into the job I didn't know exactly how to talk about what it was that our organization needed done with Salesforce, but they were able to easily figure out what our needs were and customize Salesforce for us. We were very pleased with their work.

The Diversity Center of Northern Ohio


Cetix has truly been one of my best experiences

Our team had never used a CRM system, but people at Cetrix walked us through every step as patiently as they could. What I really loved was that they were able to add valuable suggestions to enhance our CRM site ... Cetix has truly been one of my best experiences, and we now consider them as part of the team ... Because of Cetrix, our team can better communicate with our clients.

Director, HBCU Tours


Couldn't ask for a better experience

Mark was great! I couldn't ask for a better experience. Wait until you hear him on Skype; he is focused, patient and just the right combo of get'er done/calm. His written communication skills are outstanding. I'm looking forward to doing more work with Cetrix.
Leete Generators

Very professional, patient, flexible and thorough

ScriptEd had the pleasure of working with Cetrix Cloud Services on a Salesforce Database Customization project ... the donation of services has allowed ScriptEd to efficiently and affordably build out the Salesforce CRM that we use to manage our programming ... Over the duration of the project, they were professional, patient, flexible, and thorough. ScriptEd is thankful for and would highly recommend the pro-bono services of Cetrix Cloud Services.

ScriptEd INC

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