Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
Kronos Finance is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients' insurance and investment information. And it's a powerful productivity, marketing, sales and compliance tool.
The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow. Improve engagement with investors, and understand stock movements to improve your investor relations program.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition.
PrecisionLender is a web-based pricing management solution to price nearly $10 billion in loans and deposits each month. With PrecisionLender, loan officers finally have a tool they can use to have a constructive conversation that focuses on the borrowers needs, and allows them to hand-craft a solution that works for both the borrower and the bank.