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 thought of the changes 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 what you want to do.

    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 with the right architecture is essential for these 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 end 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 with Salesforce architecture services to support banking sales, functionality that 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 like never before.

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