CRM Solutions for Financial Services

Forge lasting customer relationships and accelerate digital transformation.
Solutions CRM pour les services financiers
Our CRM solutions for Financial Services are fully compliant, secure, and fully built on the Saleforce.com platform.
Askerteam publishes powerful tools you need to stay in touch with your customers in real time, maintain deeper relationships, and increase your productivity and growth.

Hedge Funds

Manage your distribution business effectively, including road shows, investors and customers. Never miss your goals with innovative tools that manage, track and measure the progress of your distribution activities in real time.
More

Family Offices

Optimize the Family Offices' customer relationship, monitor research, perform due diligence, manage their portfolio in all asset classes, analyze performance and generate reports.

More

Wealth Management

Salesforce offers a Wealth Management solution that builds deep customer relationships, integrates key systems to increase user acceptance, and effectively supports compliance processes.

More

Private Equity

Make faster, more accurate decisions with powerful data analytics that give you a 360° view of your investments and investors, helping you build investor confidence and credibility.
More

Askerteam : solutions

M&A

Adopt an innovative CRM for your sales and marketing processes. You'll find new customers and can manage your transactions and activities in one place.
More