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Flexible CRM solutions based on Salesforce
Innovative CRM Solutions for Financial Services
CRM saleforce
Driving insightful and smart interactions with customers
Digital Transformation for Banking & Financial Services
Solutions CRM Salesforce
Workflow Process & AI Automation

1st priority: Your business processes
2d priority: Technology

CRM

CRM Innovative Solution

Track customers, prospects, interactions and activities. Quickly perform key tasks such as research, calling lists, collaborating with colleagues, sending emails, booking meetings, defining subsequent tasks

Customer Reporting

Streamline the customer reporting process, automate numerous manual functions, and save time while reducing errors. Optimize the future today with better decisions, using predictive analysis.

Mobility

Real-time access to your appointments, sales opportunities and customer data on any mobile device.

CRM Financial Services: from connection to transformation.

Capture the market through customer satisfaction.

Omnichannel customer journey

Seamless communication and services across all channels

Business Reporting

A powerful suite of tools that help you understand and use your data.

Marketing Automation

Generate multichannel marketing actions.

End-to-end automation

Automates processes and workflows smoothly.

Integration of third-party solutions

Integrate Salesforce into your existing applications.

Technological innovation

Ongoing innovations: AI, Big Data, Block Chain, are adapted to your business.